List the blanks already marked in a Word precedent

Key facts

Human involvement
RedLawyer-led
How AI is used
List each blank or bracket already printed in the Word precedent, and quote the surrounding clause. Write no new clause and no new blank.
What the lawyer must review
You write any clause that an automated precedent will insert into a document a client or a counterparty may sign. Model Rule 1.1 requires competent representation, and ABA Formal Opinion 512 requires independent verification of generated text, including because the tools can hallucinate. Marking a blank that is already in the Word file is an index. Composing the words around it is not. Model Rule 1.6(a) applies before the precedent, if it contains information relating to a representation, is put into a tool that will not keep it confidential.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Limit any support to organising, indexing or comparing the source material. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  2. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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