Draft an expert brief from the records and the issues list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce a first-draft letter of instruction to the expert from the chronology, the issues list and the questions the lawyer has settled.
- What the lawyer must review
- Check the brief does not lead
- Check that inconvenient records are in the bundle
- 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 | Produce a first-draft letter of instruction to the expert from the chronology, the issues list and the questions the lawyer has settled. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Letter of instruction to an independent medical expert on breach of duty and causation (medical negligence) | Letter | AI use Yellow | A letter instructing an independent medical expert to give a liability opinion: the expert's duty to the court, the code of conduct, the documents, neutral assumptions, and questions on peer professional opinion, breach and causation. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.