Write a plain-language summary of a home purchase contract

Key facts

Human involvement
YellowClose supervision
How AI is used
Restate, in short sentences, only the price, the dates, the contingencies, and the other clauses the lawyer marks. List any marked clause you cannot restate from the text. Do not add a term.
What the lawyer must review
Model Rule 1.4(b) requires you to explain the matter to the extent reasonably necessary for the client to decide. The summary is not the contract. You check that it does not drop a price, a date, or a contingency, and that it does not state a tax credit or a loan term that is not in the papers. Formal Opinion 512 applies when the contract is put into a tool. Comment 8 to Rule 1.1 is the competence rule for that use.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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