Prepare an elder-abuse referral and reporting checklist from the file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From facts the lawyer has recorded, draft a referral letter and a checklist of mandatory or discretionary reporting paths in the client's jurisdiction.
- What the lawyer must review
- Decide whether to report; it is a legal and safety judgment
- Do not send a generated report
- Protect location and contact details
- 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 | Potential support includes preparing preliminary structure or wording 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
- 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.