Prepare a list of materials and questions for a construction expert, including what a tool did
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the programme, the diaries, and the notices the lawyer will send the expert, and list any summary in the file that a generative tool produced, with the source documents for that summary. Do not write the expert’s opinions or the letter of instruction.
- 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, and the other conditions of the rule are met. The tool does not supply those opinions. Formal Opinion 512: the lawyer must be able to stand behind work a tool assisted, and must not pass an unchecked summary to the expert as if it were the record. Rule 1.6 keeps the file confidential. The lawyer writes the instruction.
- 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
- 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.