Draft an external-counsel brief and an invoice check against the engagement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce a first-draft brief from the email thread and papers, and compare invoices to the fee estimate and scope.
- What the lawyer must review
- Check the brief matches instructions and does not omit inconvenient facts
- Do not reduce fees on an invoice review without a human read
- 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 | 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
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Instruction letter and terms of engagement for external lawyers (in-house client, including AI use and billing rules) | Letter | AI use Yellow | A letter from an in-house legal team instructing an external law firm on one matter: scope, who gives instructions, team, estimate and cap, billing rules, privilege handling, data security, the firm’s use of AI and reporting. |
Signed-in accounts can read the full text of each one. All precedents.