Build a transaction-steps paper from the deal documents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the steps in the order the deal documents state them, with the document and the clause, and flag a step whose timing the tool cannot read. Do not add a tax conclusion.
- What the lawyer must review
- You decide what the steps mean for tax. The paper copies the documents. It does not characterize the transaction. Formal Opinion 512: check the list against the documents before it is used. Office of Professional Responsibility Issue 2026-19: verify facts before anything is sent to the IRS. Model Rule 1.6: keep the deal documents out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and 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
- 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.