Flag any adjustment line that uses the word surcharge
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each adjustment line the statement names and the figure it prints. Flag a line that uses the word surcharge. Do not delete it and do not recompute the statement.
- What the lawyer must review
- You decide whether a line stays. No state land-tax or surcharge statute was opened, so the flag is not a finding that the line is unlawful. Section 1445 is withholding on a disposition of a United States real property interest by a foreign person. It is not an adjustment between vendor and purchaser for a period of ownership, and it is not a surcharge to leave in or take out. Model Rule 1.4(b) is the explanation you give the client about a flagged line. You change the statement. The tool does not.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. Confirm 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
- 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.