List records and questions for an expert brief
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List the records the lawyer marks and the questions the lawyer has already written. Do not write the brief and do not add a question.
- What the lawyer must review
- You write the brief the expert receives. 45 CFR § 164.502 limits disclosure of the records. You decide whether the expert may receive them. Comment 8 to Rule 1.1 and Formal Opinion 512 govern the use of a tool to assemble the list. Model Rule 1.6 applies to information relating to the representation in the same file. The brief is not a medical opinion and it is not a filed report.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting 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. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- 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.