Draft the expert brief and review a valuation or family-report draft
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft instructions from the issues list and table the draft report's assumptions, interviews and recommendations with page cites.
- What the lawyer must review
- Remember the expert's duty is to the court; do not coach
- Check whether the report may be loaded into a tool
- Written for / version
- Written for AustraliaUS
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. 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.
- 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.