Apply one approved tag to a legacy precedent

Key facts

Human involvement
GreenLawyer review
How AI is used
Return one tag from the closed list the lawyer approved for this library, together with the precedent's file name. Write no clause, no summary, and no new precedent.
What the lawyer must review
The check of this tagging is completed at setup. Model Rule 1.1 requires competent representation, including the legal knowledge, skill, thoroughness, and preparation reasonably necessary. ABA Formal Opinion 512 states that the verification Rule 1.1 requires depends on the tool and the task, and gives as an example that a lawyer who has tested the tool on a smaller subset, by manually reviewing those documents, comparing them with the tool's output, and finding the output accurate, need not manually review an entire set of the same kind. The closed list is the only output the tool may return, and you approve that list and run that subset test before the library is tagged. Model Rule 1.6(a) still requires informed consent before information relating to a representation is put into a tool that will not keep it confidential. That consent, or a configuration that keeps the text confidential, is also fixed at setup. A precedent of a kind that was not in the subset is a new test, not a reuse of this one.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.

Checklist

  1. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
  2. Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
  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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