Run document review under FRCP 26 proportionality and a protective order
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Suggest coding, clustering or issue tags on a closed-environment review set.
- What the lawyer must review
- Confirm scope under Rule 26(b)(1)
- Do not put produced discovery into a public tool
- Keep work-product mental impressions off public models (D.C. Opinion 388)
- Written for / version
- United States versionUSAU
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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 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.