Prepare questions for the client before a ruling request
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft questions for the facts the lawyer marks as missing. Do not draft the ruling request and do not answer the questions.
- What the lawyer must review
- You decide which facts are missing and whether a ruling is worth asking for. The questions are checked before they go to the client. Office of Professional Responsibility Issue 2026-19: verify facts before anything is sent to the IRS. Formal Opinion 512: you remain responsible for the request that is eventually filed. A question that assumes a fact the file does not contain is rewritten. Model Rule 1.6 applies to the file.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and remaining gaps.
- 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.