Turn search results into an issues list for a purchase report
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- One row per search the lawyer has obtained. Columns are the search name, the date on it, and the encumbrance or exception in the search's own words. Leave a blank where a search the lawyer asked for is missing. Write no sentence of the report.
- What the lawyer must review
- Formal Opinion 512 requires review of generative-tool output before anyone relies on it. California Civil Code § 1624(a)(3) requires a subscribed writing for a sale of real property. You write the report and you decide which exception matters. A recording or title statute was not opened, so the list does not rank priority.
- 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
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Request for a lease estoppel certificate | Letter | AI use Yellow | A request that a tenant confirm the current facts of a commercial lease for a buyer or a lender. |
Signed-in accounts can read the full text of each one. All precedents.