Build an incident chronology for a protection-order file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Order the incidents the client has already given by date, with the document or note each one comes from. Add no incident and no description the source does not contain.
- What the lawyer must review
- The chronology is an index for the lawyer who will decide what, if anything, goes into the affidavit or testimony that Family Code section 6300 requires. It is not that affidavit. The California courts self-help page describes the restraining-order application the chronology supports. Keep addresses and the client's safety details out of any shared draft. Opinion 512 and Model Rule 1.6.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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 each factual assertion with the witness and original record. Preserve the witness’s own knowledge and words, and check the court’s rules for this document.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- 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.