Record candidate facts and documents for a notice to admit

Key facts

Human involvement
YellowClose supervision
How AI is used
From the documents the lawyer selects, list in a table each candidate fact and each candidate document, with the document name and page. Add no argument and no comment on whether the fact is true. Leave a column for the lawyer to mark include or omit.
What the lawyer must review
The lawyer chooses what is worth admitting, settles the notice in Form 41, and serves it. Once it is served, the lawyer diarises 14 days for a notice of dispute in Form 42.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the documents the lawyer selects, list in a table each candidate fact and each candidate document, with the document name and page. Add no argument and no comment on whether the fact is true. Leave a column for the lawyer to mark include or omit.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check each fact and page reference against the document.
  2. Remove any row that argues a conclusion rather than stating a fact or identifying a document.
  3. Confirm nothing is served until the lawyer has marked the include column and settled Form 41.

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.

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