Line the client's records up against an IRS information request
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List each question in the information request and the documents that bear on it. Write no sentence of the response.
- What the lawyer must review
- You write every sentence that goes to the IRS. Formal Opinion 512: uncritical reliance on generated text can fail Model Rule 1.1. Office of Professional Responsibility Issue 2026-19: verify facts, citations and calculations before submission to the IRS. Model Rule 1.6: do not put the client's records into a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.