---
title: "Quote matter names and outcomes from the file for a pitch"
url: "https://ailawframework.com/practice/knowledge-management/build-a-matter-experience-database-for-pitches/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "KM-B12-29-US"
practice_area: "Knowledge Management"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Quote matter names and outcomes from the file for a pitch

> 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.

Canonical page: https://ailawframework.com/practice/knowledge-management/build-a-matter-experience-database-for-pitches/united-states  
Last reviewed: 2026-10-22

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 | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 | United States |
| Applies to | [Build a matter experience database for pitches](https://ailawframework.com/practice/knowledge-management/build-a-matter-experience-database-for-pitches.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A pitch for a law firm is not cleared by the investment-adviser Marketing Rule. That rule was not applied here.
- Do not round, rank, or combine outcomes. Each line is a quote and a page.

## Sources

- [ABA Model Rule 8.4, misconduct](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_8_4_misconduct/) (checked 2026-10-22)
- [ABA Model Rule 1.6, confidentiality of information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (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)

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