Compare a purchase contract with the client's instructions
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Place each instruction the lawyer wrote beside the contract clause that answers it, or mark the instruction unanswered. Quote the clause. Do not advise the client to sign.
- What the lawyer must review
- Model Rule 1.4(a)(2) requires you to consult the client about the means of carrying out the objectives, and Rule 1.4(b) requires an explanation sufficient for an informed decision. You check every row before that explanation goes to the client. Comment 8 to Rule 1.1 treats technology as part of competence when a tool makes the comparison. Formal Opinion 512 applies if the contract contains information relating to the representation and the tool retains or learns from inputs.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.