---
title: "List legal-risk items in a set of board papers"
url: "https://ailawframework.com/practice/in-house-general-counsel/summarise-board-papers-for-legal-risk-issues/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A40-B7-4-US"
practice_area: "In-House / General Counsel"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List legal-risk items in a set of board papers

> From the board pack the lawyer supplies, list each paper that mentions a dispute, a regulator, a consent, or a disclosure, with the page. Do not add a legal conclusion and do not draft the advice to the board.

Canonical page: https://ailawframework.com/practice/in-house-general-counsel/summarise-board-papers-for-legal-risk-issues/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [In-House / General Counsel](https://ailawframework.com/practice/in-house-general-counsel.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | From the board pack the lawyer supplies, list each paper that mentions a dispute, a regulator, a consent, or a disclosure, with the page. Do not add a legal conclusion and do not draft the advice to the board. |
| What the lawyer must review | The list is an index of what the papers say. ABA Model Rule 5.1 requires a lawyer with direct supervisory authority to make reasonable efforts to ensure that another lawyer conforms to the Rules of Professional Conduct, and a lawyer with managerial authority to make reasonable efforts to put measures in place that give reasonable assurance of conformity. ABA Formal Opinion 512 (29 July 2024) applies that supervision to a generative tool. The general counsel decides which items are legal-risk items and what, if anything, is said to the board. The tool does not describe an item as privileged or not privileged. |
| Written for | United States |
| Applies to | [Summarise board papers for legal risk issues](https://ailawframework.com/practice/in-house-general-counsel/summarise-board-papers-for-legal-risk-issues.md) |

## Checking plan

- What the AI does: From the board pack the lawyer supplies, list each paper that mentions a dispute, a regulator, a consent, or a disclosure, with the page. Do not add a legal conclusion and do not draft the advice to the board.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- An item is listed because the words appear, not because the tool has judged the risk.
- This list is not the board paper. A separate task covers a paper drafted from advice the lawyer has already written.

## Sources

- [ABA Model Rule 5.1, Responsibilities of a Partner or Supervisory Lawyer](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_5_1_responsibilities_of_a_partner_or_supervisory_lawyer/) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*