Summarize a private ruling the client has received
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Summarize the ruling the client supplies, including the facts and the conclusion as the ruling states them, and flag a passage the tool cannot read.
- What the lawyer must review
- You check the summary against the ruling before it is used. The summary is not advice for a different transaction. Formal Opinion 512: compare the summary with the text. Office of Professional Responsibility Issue 2026-19: verify facts and citations before anything based on the ruling is sent to the IRS. Model Rule 1.6: do not put the ruling into a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes summarising source material 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- 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.