Operational workflow

AI filing gate

Complete the eight controls before court-facing work touched by AI leaves the team. Progress stays in this tab and is removed when it closes.

0/8 completeReview open

Matter setup

Use a matter label only. Do not enter privileged facts or client confidences.

Matter labelCourt / judge

AI tools involved

8 controls remain.

1. AI-use intake

Record every model or AI-enabled legal tool that touched the work.

Responsible attorney2. Citation existence

Open every cited authority in a primary or approved research source.

Verifier3. Quote and pincite

Compare quoted text word-for-word and confirm each pincite.

Verifier4. Proposition support

Confirm the authority supports the sentence for which it is cited.

Verifier5. Court and judge rules

Check local rules, standing orders, disclosure and certification duties.

Responsible attorney6. Exception review

Resolve, remove, or escalate every failed or unclear item.

Signing attorney7. Final signoff

Signing attorney reviews the exception report and filing recommendation.

Signing attorney8. Audit record

Save reviewer, date, tools used, sources checked, and unresolved issues.

Matter team