Prepare a first-pass list of questions for a delay or quantum expert
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the pleadings and the programme the lawyer supplies, list the questions of fact the expert would need, each tied to a document. Do not draft the expert’s answers or a report.
- What the lawyer must review
- Federal Rule of Evidence 702 admits opinion testimony only if the witness is qualified by knowledge, skill, experience, training, or education and the proponent shows it is more likely than not that the specialized knowledge will help the trier of fact. The other conditions of Rule 702 are for the lawyer when the opinion is offered. Rule 1.6: the brief and the underlying records are confidential. Formal Opinion 512: the lawyer settles the questions before they are sent, and the tool does not invent a methodology.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.