---
title: "Capture deal points from a closed transaction as quotes"
url: "https://ailawframework.com/practice/knowledge-management/capture-deal-points-from-closed-transactions-into-a-database/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "KM-B12-09-US"
practice_area: "Knowledge Management"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Capture deal points from a closed transaction as quotes

> Quote each deal point the closing set states, name the document and the page, and record the closing date the document states. Write no summary that adds a point, and no comparison with other deals.

Canonical page: https://ailawframework.com/practice/knowledge-management/capture-deal-points-from-closed-transactions-into-a-database/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 | Yellow: Lawyer and AI draft together |
| How AI is used | Quote each deal point the closing set states, name the document and the page, and record the closing date the document states. Write no summary that adds a point, and no comparison with other deals. |
| What the lawyer must review | You decide what is entered in the database and who may see it. Model Rule 1.6(a) covers information relating to the representation, which a closed transaction still is, unless the client gives informed consent, the disclosure is impliedly authorised, or paragraph (b) permits it. Paragraph (b) was not applied. Rule 1.6(c) requires reasonable efforts against inadvertent or unauthorised disclosure or access. ABA Formal Opinion 512 requires consent before that information is put into a tool that will not keep it confidential, and independent verification of what the tool extracts. The database is not a benchmark. No survey of market terms was opened. |
| Written for | United States |
| Applies to | [Capture deal points from closed transactions into a database](https://ailawframework.com/practice/knowledge-management/capture-deal-points-from-closed-transactions-into-a-database.md) |

## Checking plan

- What the AI does: Quote each deal point the closing set states, name the document and the page, and record the closing date the document states. Write no summary that adds a point, and no comparison with other deals.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- A point that is not on a page in the closing set is not entered. The tool does not infer a term from the deal's name.
- Do not use the database as a statement of what terms are usual.

## Sources

- [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)
- [ABA Model Rule 1.1, competence](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_1_competence/) (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.*