Quote the club-rule headings the supplied rules already print

Key facts

Human involvement
YellowClose supervision
How AI is used
Quote the rule headings, the limits, and the exclusions the supplied club document already prints, with the page of each. Write no sentence about whether this claim is covered.
What the lawyer must review
No statute opened for this task states what a protection-and-indemnity club covers. The quote is only what the supplied rules print. You decide whether a claim falls inside them. Opinion 512 and Model Rule 1.6: the casualty file is information relating to the representation.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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