Index the papers for an association dispute, without drafting the application
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Index the documents the lawyer marks for an application, with the date and a one-line description taken from the document. Write no application.
- What the lawyer must review
- You write the application and you choose the forum. No filing procedure was opened. The index does not argue the case. Formal Opinion 512: check the index against the documents before you treat it as the bundle. If a document is an executive-session minute, do not put it on the producible list until you have decided it can be used. Model Rule 1.6 applies.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- 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.