Index the exchange and closing letters the signed deal requires
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List each letter the signed documents say will be exchanged or delivered at closing, with the clause and page. Write no letter.
- What the lawyer must review
- Letters that will be sent are written by the lawyer. Formal Opinion 512 and Model Rule 1.1 require the lawyer to take the list from the signed documents, not from a generated closing set. Model Rule 1.6 applies before draft letters go into a tool that retains prompts.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting 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. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.