---
title: "Review a draft planning report against the expert-testimony rule"
url: "https://ailawframework.com/practice/planning-and-environment/prepare-expert-evidence-instructions-and-review-draft-planning-reports/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A12-T1-R5-US"
practice_area: "Planning & Environment"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Review a draft planning report against the expert-testimony rule

> List, for the draft the lawyer supplies, whether it states the witness qualifications, the facts or data relied on, the method, and the application of that method. Write no instruction and no sentence of the report.

Canonical page: https://ailawframework.com/practice/planning-and-environment/prepare-expert-evidence-instructions-and-review-draft-planning-reports/united-states  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Planning & Environment](https://ailawframework.com/practice/planning-and-environment.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | List, for the draft the lawyer supplies, whether it states the witness qualifications, the facts or data relied on, the method, and the application of that method. Write no instruction and no sentence of the report. |
| What the lawyer must review | Federal Rule of Evidence 702 allows an expert to testify in the form of an opinion if the proponent shows it is more likely than not that the specialised knowledge will help the trier of fact, the testimony is based on sufficient facts or data, it is the product of reliable principles and methods, and the opinion reflects a reliable application of those principles and methods to the facts. You decide whether the draft meets the rule. You write any instruction to the witness. The advisory note discusses further reliability factors that are not written into the rule text. State evidence rules may differ. |
| Written for | United States |
| Applies to | [Prepare expert-evidence instructions and review draft planning reports](https://ailawframework.com/practice/planning-and-environment/prepare-expert-evidence-instructions-and-review-draft-planning-reports.md) |

## Checking plan

- What the AI does: List, for the draft the lawyer supplies, whether it states the witness qualifications, the facts or data relied on, the method, and the application of that method. Write no instruction and no sentence of the report.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- The report and the instructions are the witness and the lawyer. The tool writes neither.
- Rules 703 and 26 were not opened. Do not describe what an expert may rely on beyond Rule 702.

## Sources

- [Federal Rule of Evidence 702 (testimony by expert witnesses)](https://www.law.cornell.edu/rules/fre/rule_702) (checked 2026-10-22)
- [Federal Rule of Civil Procedure 11](https://www.law.cornell.edu/rules/frcp/rule_11) (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)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*