Prepare rental-property questions without filling figures the client has not given
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft questions from the prior-year line labels the lawyer supplies. Leave every amount blank. Do not copy a prior-year number into the question as this year's figure.
- What the lawyer must review
- You check that each question matches a label the client actually had, and that no figure has been invented. Formal Opinion 512: generated figures are a known failure mode. Office of Professional Responsibility Issue 2026-19: verify facts and calculations before a return is filed. Model Rule 1.6: prior-year returns do not go into a public tool. This is not a return.
- 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.