Summarize the opposing pleading and list the facts still in issue
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each claim or defense, the facts it alleges, and any admission, using only the pleading. Do not add a fact from outside the pleading and do not research the law.
- What the lawyer must review
- A claim for relief must contain a short and plain statement of the grounds for jurisdiction, unless the court already has jurisdiction, and a short and plain statement of the claim showing that the pleader is entitled to relief (Rule 8(a)). A defense is stated in short and plain terms (Rule 8(b)). The lawyer checks the list against the pleading before it is used. A generated case citation is not added. Formal Opinion 512: competence includes verifying generated output.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads. Confirm 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.