Review a valuation or evaluation draft against the record
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each opinion sentence in the draft report, the facts the report cites for it, and the page in the file those facts come from when the page is found. Write no sentence of a brief and no sentence of a report.
- What the lawyer must review
- Federal Rule of Evidence 702 allows a witness qualified as an expert by knowledge, skill, experience, training or education to testify in the form of an opinion if the proponent demonstrates to the court that it is more likely than not that the specialized knowledge will help the trier of fact, the testimony is based on sufficient facts or data, it is the product of reliable principles and methods, and the opinion reflects a reliable application of those principles and methods to the facts of the case. You decide whether this draft meets that standard. You write any brief about the report. Opinion 512 keeps that judgment with you.
- Written for / version
- United States versionUS
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.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.