---
title: "Run document review under FRCP 26 proportionality and a protective order"
url: "https://ailawframework.com/practice/commercial-litigation-and-dispute-resolution/review-the-discovery-set-and-draft-a-production-issues-list/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A5-T1-R4-US"
practice_area: "Commercial Litigation & Dispute Resolution"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-09-23"
---

# Run document review under FRCP 26 proportionality and a protective order

> Suggest coding, clustering or issue tags on a closed-environment review set.

Canonical page: https://ailawframework.com/practice/commercial-litigation-and-dispute-resolution/review-the-discovery-set-and-draft-a-production-issues-list/united-states  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Commercial Litigation & Dispute Resolution](https://ailawframework.com/practice/commercial-litigation-and-dispute-resolution.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Review the discovery set and draft a production issues list](https://ailawframework.com/practice/commercial-litigation-and-dispute-resolution/review-the-discovery-set-and-draft-a-production-issues-list.md) |

## Checking plan

- What the AI does: Suggest coding, clustering or issue tags on a closed-environment review set.
- Basis: Checked against the linked sources on 23 September 2026. Confirm the current instrument before reliance.

## Notes

- Protective orders often forbid cloud tools that train on inputs. Read the order.

## Sources

- [Federal Rule of Civil Procedure 26](https://www.law.cornell.edu/rules/frcp/rule_26) (checked 2026-09-23)
- [District of Columbia Bar Ethics Opinion 388](https://www.dcbar.org/for-lawyers/legal-ethics/ethics-opinions-210-present/ethics-opinion-388) (checked 2026-09-23)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-09-23)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*