Triage the data room and draft a first-pass issues list
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the data-room index and permitted contracts, flag change-of-control, consent, termination, IP ownership gaps and missing files in an issues list with links.
- What the lawyer must review
- Open every flagged document
- Spot-check some documents marked clean
- Upload privileged, employee or customer personal data only to a tool the lawyer has cleared
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Clean team protocol for a competitor acquisition | Policy | AI use Yellow | A protocol for a deal between competitors: who may see current competitively sensitive information, what they may use it for, and what must not happen before completion. |
Signed-in accounts can read the full text of each one. All precedents.