Compare an incoming draft with the firm precedent
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each heading where the incoming draft and the firm precedent differ, and quote the two passages. Write no replacement clause.
- What the lawyer must review
- You decide which text is used, and you write any clause that will be signed or filed. Model Rule 1.1 requires the thoroughness and preparation reasonably necessary for the representation. Comment 5 says competent handling includes inquiry into the factual and legal elements and adequate preparation, and that an agreement on scope under Rule 1.2(c) may limit the matters for which the lawyer is responsible. ABA Formal Opinion 512 requires independent verification of a generated comparison. A difference list is not a mark-up. If a sentence from the tool would be pasted into the signed or filed document, you rewrite it.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.