Extract product terms, fees and distribution channels into a product-governance table
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Pull key features, fees, risks and channels from the product documents into a table that can be checked against the target-market determination.
- What the lawyer must review
- Open each source document
- Do not treat a generated fee as a product term
- 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 | Pull key features, fees, risks and channels from the product documents into a table that can be checked against the target-market determination. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.