List questions and records for a medical expert letter

Key facts

Human involvement
RedLawyer-led
How AI is used
Columns are the question the lawyer has already written, the record name, and the page. Write no sentence of the letter of instruction.
What the lawyer must review
Federal Rule of Evidence 702 requires the proponent to show it is more likely than not that the opinion reflects a reliable application of the principles and methods to the facts of the case. Formal Opinion 512 requires review of analysis and citations before a court submission. Model Rule 1.6 covers information relating to the representation. You write the letter. A commission instruction form was not opened.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
  2. Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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