Review an AI-drafted proposal for accuracy and confidentiality
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each factual sentence in the draft proposal and the page of the source pack the lawyer supplied that supports it, or mark the sentence as unsupported. Flag any sentence that quotes another offeror's material. Do not rewrite the proposal and do not say it may be submitted.
- What the lawyer must review
- FAR 3.104-3(a) and (b) prohibit, other than as provided by law, knowing disclosure or obtaining of contractor bid or proposal information or source selection information before the award of the Federal agency procurement contract to which the information relates. FAR 15.306(e) provides that government personnel involved in the acquisition shall not reveal an offeror's technical solution, or an offeror's price without that offeror's permission, subject to the exceptions stated in that paragraph. ABA Formal Opinion 512 (29 July 2024) requires the lawyer to check a generative tool's output before it is relied on. The lawyer decides what, if anything, is sent.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.