List the trial issues for which a direction may be requested

Key facts

Human involvement
RedLawyer-led
How AI is used
List each issue the lawyer names, and the exhibit or transcript page the lawyer assigns. Do not write a direction.
What the lawyer must review
You write any direction you request. No pattern instruction was opened, so the list states none. Model Rule 3.3 applies to the direction you propose. Formal Opinion 512 applies before the transcript goes into a tool. Comment 8 to Rule 1.1 is the competence rule for that use. An issue the lawyer has not named is not added.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Potential support includes summarising 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.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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