Draft a letter of advice or legal opinion from the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Assist with the advice letter to the client under the lawyer's direction, working from the issues and authorities the lawyer has settled and from the contracts, constitution, board papers and correspondence on the file, with a file reference beside every fact recited, and list each fact the file does not support and each question in the instructions the letter does not yet answer. The tool assists with no opinion given for someone else to rely on: a capacity, due-execution or enforceability opinion addressed to a financier, purchaser or auditor is the lawyer's own and belongs to the separate reliance-opinion task, and the tool cites no case, statute or clause the lawyer has not supplied.
- What the lawyer must review
- The reasoning, the qualifications and the conclusion are yours: settle the analysis yourself and read every authority in a trusted source rather than in the draft in front of you. Check each recited fact against the document on the file, state the assumptions and the limits the advice is given on, and if the opinion is to be addressed to a financier, purchaser or other third party for reliance, treat it as the separate reliance-opinion task, where nothing is generated.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads and preparing preliminary structure or wording. Confirm the tool’s capability and 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.