Review a small business's standard terms of trade
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Mark terms that depart from the positions the lawyer supplies, and list each departure with the position beside it.
- What the lawyer must review
- You decide what, if anything, should change. Formal Opinion 512: do not rely on a generated review you have not checked. The terms are a contract under the state law they select. If they cover the sale of goods, open that state's enacted Uniform Commercial Code. Model Rule 1.6: keep the terms out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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.