Assemble an exhibit index for a disability application or charge
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each document, its date, and the issue the lawyer assigned it to. Write no application, charge, brief or request.
- What the lawyer must review
- You decide the statute before the index is treated as complete. An employment matter may be under 42 U.S.C. § 12112. A Social Security matter follows the four appeal steps on the SSA appeals page, not a merits review of a funded plan. Check the current form instructions for what must be attached. Formal Opinion 512 requires you to verify anything a tool extracted from the records, and Model Rule 1.6 requires a consent analysis before medical records go into a self-learning tool. There is no NDIS access request.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.