List the payment figures the care agreement states
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each amount the agreement states, what it is called, and when it is due. Do not compare the amounts to a statutory schedule and do not say which is better.
- What the lawyer must review
- You explain the figures. No accommodation-payment statute was opened, so there is no benchmark in this check. Model Rule 1.4(b) requires an explanation sufficient for the client to decide. Formal Opinion 512 applies before the agreement goes into a tool. Rule 1.6 covers the financial terms. An amount that is not in the agreement is not estimated.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads and identifying points for review. 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.
- 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.