Check a signatory against the delegations register the lawyer supplies
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the name and the amount on the document with the delegations register the lawyer supplies. Flag a name or an amount that does not appear on that register. Do not conclude that the document is authorized.
- What the lawyer must review
- There is no single federal statute, in the sources opened for this task, that sets who may sign a private company's contract. The register the company has adopted, its bylaws, and the law of its state of organization are the sources of authority. ABA Model Rule 1.1 requires the lawyer to apply those sources. ABA Formal Opinion 512 (29 July 2024) requires the lawyer to check the tool's comparison before it is relied on. A match between a name and a row is a flag that the row exists. It is not an opinion that the person has authority for that document.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Obtain and inspect the relevant current official register or search result. Confirm identities, interests and the date and scope of the search.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.