Arrange the taxpayer's account for a witness statement
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Put the dates and figures the client has given into a chronology. Write no witness statement and no paragraph of any paper that will be filed.
- What the lawyer must review
- You write any witness statement. You decide what is said. Formal Opinion 512: a generated account is not the client's evidence. Model Rule 1.6: do not put the client's tax file into a public tool. Office of Professional Responsibility Issue 2026-19: verify facts before anything is given to the IRS or a court. The chronology is not that paper.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes summarising source material. 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
- Confirm each factual assertion with the witness and original record. Preserve the witness’s own knowledge and words, and check the court’s rules for this document.
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- 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.