Review a draft expert report against the disclosure headings
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Mark whether the draft states opinions, bases, qualifications, publications, and other testimony. Quote the page for each that is present. Do not write instructions and do not add an opinion.
- What the lawyer must review
- You write the instructions and you decide whether the draft is usable. Rule 16(a)(1)(G), at the defendant's request, requires the government to disclose in writing, for testimony it intends to use under Evidence Rules 702, 703, or 705 in its case-in-chief or in rebuttal to timely disclosed defense testimony, a complete statement of the opinions, the bases and reasons, the qualifications including publications in the previous 10 years, and a list of other cases in the previous 4 years in which the witness testified as an expert at trial or by deposition. The witness must approve and sign unless the government states why it could not obtain the signature through reasonable efforts. The court sets the time. The defense disclosure rule, Rule 16(b)(1)(C), was not set out in this check. Do not treat (G) as the defense form. Model Rule 3.3 applies to an opinion you later put before the court.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.