List topics for a staff note of a complaint

Key facts

Human involvement
RedLawyer-led
How AI is used
List the date, the people named in the file, and the questions the complaint raises. Write no narrative for anyone to sign and no quote presented as that person's words.
What the lawyer must review
A note that someone will sign is written by the lawyer after speaking with the person. Section 1746 of Title 28 provides that where federal law permits a matter to be proved by a sworn statement, the matter may instead be supported by an unsworn statement subscribed as true under penalty of perjury and dated, in substantially the form the section sets out. Nothing the tool produces is that statement. Model Rule 1.6 applies to the complaint file.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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