Run class-action TAR inside a closed environment under FRCP 26
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Propose review batches and issue codes from a protocol the lawyer has already approved.
- What the lawyer must review
- Apply Rule 23 (class actions) and Rule 26 (discovery)
- Check whether protective orders forbid public tools
- Apply Rule 11 to filings that rely on the review
- Written for / version
- United States versionUSAU
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.