Summarise a permitted transcript into a working note
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the transcript pages the lawyer marks as permitted, list the speaker, the page and line, and a quote of the answer. Add no characterisation and no advice.
- What the lawyer must review
- The note stays in the file. Opinion 512 requires you to check a summary against the source, and to keep client information out of a tool that discloses it outside the firm. Model Rule 1.6 is the confidentiality duty. You decide what may be quoted onward. A quote in a filing is your sentence to check before it is filed.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes summarising source material. 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.