Record candidate facts and documents for requests for admission
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
- You choose what is worth asking the other party to admit, and you serve the requests. Rule 36 lets a party serve a written request to admit, for the pending action only, the truth of matters within Rule 26(b)(1) relating to facts, the application of law to fact, or opinions about either, and the genuineness of described documents. Each matter must be separately stated. A matter is admitted unless, within 30 days after service, the other party serves a signed written answer or objection, unless a shorter or longer time is stipulated or ordered. An admission is conclusively established unless the court permits withdrawal or amendment, and it cannot be used against the party in any other proceeding. Rule 11 does not apply to a discovery request. You sign under Rule 26(g). Formal Opinion 512 requires you to check generated text before you rely on it, and to keep client information confidential.
- 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
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.