Prepare a capacity-assessment file note and document list for the interview
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the intake, list topics to cover, documents to sight, and warning signs for the lawyer to test. Do not generate a capacity finding.
- What the lawyer must review
- Assess capacity yourself, often with a medical report
- Never outsource the finding to a tool
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming 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
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- 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.