Prepare court documents for a client under a drafting-only retainer

Key facts

Human involvement
RedLawyer-led
How AI is used
Check the court form the lawyer has drafted for completeness against the form’s requirements, list every fact in it that does not match the client’s documents on file, and list the attachments and service steps the client must complete. The tool writes nothing in the document.
What the lawyer must review
The lawyer drafts the document from the client’s instructions, explains to the client what they must do to file and serve it and that the lawyer is not appearing, and checks that no protected address or safety detail appears in a document the other party will receive.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Check the court form the lawyer has drafted for completeness against the form’s requirements, list every fact in it that does not match the client’s documents on file, and list the attachments and service steps the client must complete. The tool writes nothing in the document. 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. Confirm the client’s personal, financial and safety information goes only into a tool the service has approved for client data, and that the output discloses nothing the client has not agreed to share.
  2. Confirm the tool output is a checklist and mismatch list only, and nothing it emitted is in the document.
  3. Check the form version is current on the court’s website on the day.
  4. Confirm the client understands the limits of the retainer in writing.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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