Quote matter names and outcomes from the file for a pitch
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- For each matter the file identifies, quote the matter name, the forum, and the outcome in the words of the document, with the page. Write no pitch sentence and no outcome the file does not state.
- What the lawyer must review
- You write every sentence of the pitch. Model Rule 8.4(c) makes it professional misconduct to engage in conduct involving dishonesty, fraud, deceit, or misrepresentation. A result the file does not state is not added. ABA Formal Opinion 512 warns that a generative tool can produce plausible text that is not accurate, and Model Rule 1.1 requires independent verification before that text is used. Model Rule 1.6(a) applies before information relating to a representation is put into a tool that will not keep it confidential, or before it is revealed to a pitch audience. The client's informed consent, implied authorisation, or a permission in paragraph (b) is required. Paragraph (b) was not applied. No survey of other firms' matters was opened.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.