---
title: "Index due-diligence findings against disclosure-schedule headings"
url: "https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/draft-the-warranty-disclosure-letter-against-the-due-diligence-record/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A2-T1-R9-US"
practice_area: "Mergers & Acquisitions / Private Equity"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Index due-diligence findings against disclosure-schedule headings

> List each warranty heading and the data-room documents that may bear on it, with cites. Write no schedule sentence and no disclosure letter.

Canonical page: https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/draft-the-warranty-disclosure-letter-against-the-due-diligence-record/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Mergers & Acquisitions / Private Equity](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | List each warranty heading and the data-room documents that may bear on it, with cites. Write no schedule sentence and no disclosure letter. |
| What the lawyer must review | Disclosure schedules are attached to the signed purchase agreement. You write them, against the warranty as drafted, from documents you have opened. Formal Opinion 512 allows a tool to assist due diligence and forbids leaving professional judgment to the tool. Model Rule 1.6 requires informed consent before client information goes into a self-learning tool. A generated match between a document and a heading is not a disclosure. |
| Written for | United States |
| Applies to | [Draft the warranty disclosure letter against the due-diligence record](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/draft-the-warranty-disclosure-letter-against-the-due-diligence-record.md) |

## Checking plan

- What the AI does: List each warranty heading and the data-room documents that may bear on it, with cites. Write no schedule sentence and no disclosure letter.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- No federal statute prescribes the form of a private-deal disclosure schedule. The contract does.
- Do not copy an Australian disclosure-letter practice into the schedule without reading the warranty it qualifies.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*