---
title: "Build a matter-closing knowledge capture checklist"
url: "https://ailawframework.com/practice/knowledge-management/build-a-matter-closing-knowledge-capture-checklist"
type: "task"
site: "AI Law Framework"
id: "KM-B12-15"
practice_area: "Knowledge Management"
tier: "green"
lawyer_review: "required"
jurisdictions: ["AU"]
last_reviewed: "2026-10-10"
---

# Build a matter-closing knowledge capture checklist

> Prompt the team to submit precedents, lessons and deal points at close.

Canonical page: https://ailawframework.com/practice/knowledge-management/build-a-matter-closing-knowledge-capture-checklist  
Last reviewed: 2026-10-10

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Knowledge Management](https://ailawframework.com/practice/knowledge-management.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Prompt the team to submit precedents, lessons and deal points at close. |
| What the lawyer must review | KM reviews submissions. |
| Written for / versions | Australia |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Prompt the team to submit precedents, lessons and deal points at close.
- What the lawyer does: KM reviews submissions.
- Who reviews: Lawyer competent in the matter and the forum
- Basis: Planning guidance checked against the linked public sources on 10 October 2026. Confirm the current instrument before reliance.
- Why: The traffic light follows the consequence of an error and how much of the output the lawyer must check before it is used.
- Written for: AU

## Checks the lawyer makes

1. Open the cited source and confirm it is the current instrument for this forum and this date.
2. KM reviews submissions.
3. Compare the output with the source and the instructions, including material the output left out.
4. The responsible lawyer approves the exact output for its intended use, or sends it back.

## Notes

- Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.

## Practical guide

Jurisdiction: Australia

**Deliverable**: Build a matter-closing knowledge capture checklist

**Inputs**

- Harvey: fundamentals of legal KM (vendor)
- The matter instructions and the documents the output will rely on.

**Example**: Stop before the result is filed, sent or relied on. KM reviews submissions.

**Stop and escalate when**

- The cited source is not the instrument that applies to this forum or this date.
- The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
- The responsible lawyer has not approved the exact output for its intended use.

Checked 2026-10-10.

## Sources

- [Harvey: fundamentals of legal KM (vendor)](https://www.harvey.ai/blog/legal-knowledge-management) (checked 2026-10-10)

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