Draft a letter of advice from the matter file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft the letter from the facts and the questions the lawyer has marked, with a square-bracket gap for any fact or authority the file does not state.
- What the lawyer must review
- Read every sentence against the file before the letter is sent. Formal Opinion 512: uncritical reliance on generated text can fail Model Rule 1.1, and you remain responsible for the advice. Comment 8 to Rule 1.1 requires you to understand the technology used. Do not leave a citation in the letter until you have opened it. Model Rule 1.6: do not put the file into a public tool.
- Written for / version
- United States versionUS
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.