Review and redline counterparty paper against the playbook
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the counterparty draft to the client's playbook and produce a clause-by-clause issues list with suggested mark-up.
- What the lawyer must review
- Confirm each flagged point is material
- Read unflagged clauses for interaction effects
- Approve every tracked change before the redline leaves the firm
- 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 preparing preliminary structure or wording and identifying points for review. 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.