Run a first-pass contract review in a tool that does not train on the room
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a tool that does not train on the client's documents, extract the party, date, change-of-control clause and termination clause for each contract you are given, with the file name. Write no advice and no markup.
- What the lawyer must review
- Opinion 512 allows a generative tool to assist due diligence only with the independent verification Rule 1.1 requires for that tool and that task. Rule 1.6 still bars putting confidential documents into a self-learning or public tool without informed consent. You choose the sample you re-read before the table is used.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and preparing preliminary structure or wording. 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.