Index the investigation and inquiry record for a service member

Key facts

Human involvement
GreenLawyer review
How AI is used
Index each document by date, source and a short label of what it is. Do not add a narrative.
What the lawyer must review
The index is a finding aid for counsel. It uses the labels on the documents. It does not become a filing, a charge sheet or the member's account. Opinion 512 still requires you to check that the index does not invent a document that is not in the set. If the record is for a court-martial, Article 16, 10 U.S.C. § 816, is the classification of the court. The index does not choose the forum. Keep the record out of a public tool (Model Rule 1.6).
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.

Checklist

  1. Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
  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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