Reconcile a settlement distribution against the method the lawyer states

Key facts

Human involvement
YellowClose supervision
How AI is used
Compare each class member's recorded payment with the method the lawyer states, and flag a row that does not follow it. Do not change the method.
What the lawyer must review
You decide what the method is and whether a variance matters. Under Rule 23(e)(2), one matter is whether the relief is adequate, taking into account the effectiveness of any proposed method of distributing relief to the class, including the method of processing class-member claims. The reconciliation uses the method you state. It does not write a new one. Check every flagged total against the source. Model Rule 1.6: keep the distribution data out of a public tool.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes identifying points for review. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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