Prepare the lump-sum costs summary after judgment
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the time records, disbursement records and invoices, build a source-tagged schedule of work by stage, fee earner and disbursement, and calculate the totals. The tool writes nothing in the affidavit or the Costs Summary.
- What the lawyer must review
- The lawyer decides what is reasonably claimable, drafts the Costs Summary within the page limit and the affidavit with the deponent, and checks every figure against the records.
- 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 | Supporting preparation only. From the time records, disbursement records and invoices, build a source-tagged schedule of work by stage, fee earner and disbursement, and calculate the totals. The tool writes nothing in the affidavit or the Costs Summary. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm the material (including produced and subpoenaed documents subject to the implied undertaking or any confidentiality order) may go into the tool before it is used.
- Check every figure against the time and disbursement records.
- Confirm the summary is within the page limit.
- Confirm no tool wording is in the affidavit or Costs Summary.
Sources
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.