---
title: "List questions and records for a medico-legal letter"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/draft-medico-legal-instructions-and-review-the-draft-report/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A21-T1-R8-US"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List questions and records for a medico-legal letter

> List the questions already written by the lawyer and the records the file holds for enclosure, by date and provider. Write no sentence of the letter to the expert.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/draft-medico-legal-instructions-and-review-the-draft-report/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)](https://ailawframework.com/practice/personal-injury-and-compensation.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | List the questions already written by the lawyer and the records the file holds for enclosure, by date and provider. Write no sentence of the letter to the expert. |
| What the lawyer must review | Federal Rule of Evidence 702 requires the proponent to show it is more likely than not that the opinion meets the rule, including a reliable application of reliable principles and methods to the facts. The letter sets the facts the expert is asked to assume. You write it. Formal Opinion 512 requires you to review any tool output before the letter is sent. |
| Written for | United States |
| Applies to | [Draft medico-legal instructions and review the draft report](https://ailawframework.com/practice/personal-injury-and-compensation/draft-medico-legal-instructions-and-review-the-draft-report.md) |

## Checking plan

- What the AI does: List the questions already written by the lawyer and the records the file holds for enclosure, by date and provider. Write no sentence of the letter to the expert.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Medical records are protected health information where the Privacy Rule applies, and they are confidential under Model Rule 1.6 in any event. Do not put them in a public tool.
- The tool does not suggest a diagnosis for the expert to adopt.

## Sources

- [Federal Rule of Evidence 702, Testimony by Expert Witnesses](https://www.law.cornell.edu/rules/fre/rule_702) (checked 2026-10-22)
- [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)
- [45 C.F.R. § 164.502, Uses and disclosures of protected health information](https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-C/part-164/subpart-E/section-164.502) (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.*