Triage incoming legal requests into a sorted intake list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the request queue, classify each item, draft a first response to routine ones, and route the rest with a suggested owner and due date.
- What the lawyer must review
- Decide priority and who owns each matter
- Do not send a generated response to the business until it is settled
- 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 | From the request queue, classify each item, draft a first response to routine ones, and route the rest with a suggested owner and due date. |
| 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.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.