Organize personal-injury records into a dated fact table
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Sort the records by the date on each page. Columns are date, source document, and the fact in the words of that document. Do not merge two accounts into one fact and do not describe fault.
- What the lawyer must review
- Federal Rule of Civil Procedure 26(b)(1) limits discovery to matter relevant to a claim or defense and proportional to the needs of the case. The table is a working index of what the lawyer already holds. Formal Opinion 512 requires you to review it before it is relied on. Model Rule 1.6 keeps the records out of a public tool.
- 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
- 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.