Build a matter experience database for pitches

MaintainedLast reviewed

Key facts

Human involvement
YellowClose supervision
How AI is used
Extract matter descriptions for credentials.
What the lawyer must review
Check client consent before external use.
Written for / version
Written for Australia

The work product

Forum. Australia

Produce. Build a matter experience database for pitches

Have ready. Uniform Law regulators AI statement: do not enter confidential information into public tools; The matter instructions and the documents the output will rely on..

Example of the limit. Stop before the result is filed, sent or relied on. Check client consent before external use.

Stop and hand it back 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.

Sources for this task were checked on 2026-10-10.

Who does what

Who does what
RoleWhat they do
AssistanceExtract matter descriptions for credentials.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Open the cited source and confirm it is the current instrument for this forum and this date.
  2. Check client consent before external use.
  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.

Sources

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.

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