Log competitor contacts for a clean-team review

Key facts

Human involvement: YellowClose supervision
How AI is used: Log the date, the people, the firms and the topic stated in the notes of each competitor contact. Write no conclusion about whether the contact was lawful.
What the lawyer must review: Sherman Act § 1 is the statute on contracts, combinations and conspiracies in restraint of trade. A log of who met is not a conclusion that the meeting restrained trade. The January 2025 FTC and DOJ worker guidelines say firms can compete for workers even when they do not sell the same product, and that the agencies look at substance rather than the form of a protocol. Those guidelines are not a judgment in this matter. Opinion 512 and Model Rule 1.6: do not put the notes into a public tool. You decide what, if anything, to tell the client about the contacts.
Written for / version: United States versionUS

Who does what

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.

Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
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
US clean team and information exchange protocol	Policy	AI use Yellow	A company protocol for who may see a competitor's information during a transaction or a collaboration.

Signed-in accounts can read the full text of each one. All precedents.