---
title: "Triage incoming contract requests for the legal team"
url: "https://ailawframework.com/practice/in-house-general-counsel/triage-incoming-contract-requests/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A40-B7-3-US"
practice_area: "In-House / General Counsel"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Triage incoming contract requests for the legal team

> Sort each request into the categories the lawyer has set, and record the counterparty, the contract type, and the date received. Do not accept a term and do not mark a clause as agreed.

Canonical page: https://ailawframework.com/practice/in-house-general-counsel/triage-incoming-contract-requests/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 | Sort each request into the categories the lawyer has set, and record the counterparty, the contract type, and the date received. Do not accept a term and do not mark a clause as agreed. |
| What the lawyer must review | ABA Model Rule 1.1 provides that a lawyer shall provide competent representation, which requires the legal knowledge, skill, thoroughness, and preparation reasonably necessary for the representation. Sorting a request is not a review of the contract. ABA Formal Opinion 512 (29 July 2024) leaves the lawyer responsible for work done with a generative tool, including a decision about what client information is entered. The lawyer decides which requests are accepted into the queue and which terms, if any, are agreed. The tool does not negotiate. |
| Written for | United States |
| Applies to | [Triage incoming contract requests](https://ailawframework.com/practice/in-house-general-counsel/triage-incoming-contract-requests.md) |

## Checking plan

- What the AI does: Sort each request into the categories the lawyer has set, and record the counterparty, the contract type, and the date received. Do not accept a term and do not mark a clause as agreed.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A category is the lawyer's label. The tool does not invent a new category when a request does not fit.
- Do not put the counterparty's draft into a public tool in order to sort it.

## Sources

- [ABA Model Rule 1.1, Competence](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/) (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)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Delegation of authority and contract signing policy (with board delegation resolution)](https://ailawframework.com/precedents/in-house-general-counsel/delegation-of-authority-and-signing-policy.md) | Policy | Yellow | A company policy that sets who may approve and sign contracts and deeds, the financial limits, matters reserved to the board, execution under s 127, agents under s 126, electronic signing and the… |

Signed-in accounts can read the full text of each one.

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