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AI for Lawyers & Paralegals

Separate a planned action from a report of what happened

The skill and its limits

A plan and a progress report answer different questions. Summarizing them as though both describe completed work can invent a result. Use this complete fictional event packet; it is neither a contract nor a legal report.

Practice goal: Distinguish planned totals, completed totals and conflicting counts without inventing a resolution.

Use only the supplied invented facts. Do not substitute client, former-client, prospective-client or confidential workplace material. Removing a name does not make this exercise a permission to share a real matter.

Your complete fictional source

  • Fictional plan P: prepare 24 welcome packs for a community event.
  • Progress note R: 12 packs are ready; the other 12 have not yet been prepared.
  • A separate draft note S says 14 packs are ready but gives no reason for the difference and does not replace R.
  • No later verified count or assigned follow-up owner is supplied.

Work from every supplied statement. Mark what is stated, what conflicts and what is missing. You can finish on paper; no assistant account, upload or purchase is required.

Try the task and inspect a flawed sample

Write your own answer first. If you choose an external assistant, use only this fictional prompt and its facts; do not connect a work account or upload a real document for this practice.

Summarize the plan, progress note and conflict in three bullets. Attribute counts to P, R or S. Do not treat the plan as completed, silently choose between 12 and 14, or assign a person to investigate.

Complete fictional facts:
- Fictional plan P: prepare 24 welcome packs for a community event.
- Progress note R: 12 packs are ready; the other 12 have not yet been prepared.
- A separate draft note S says 14 packs are ready but gives no reason for the difference and does not replace R.
- No later verified count or assigned follow-up owner is supplied.

Authored flawed sample, not an actual provider response:

All 24 packs are ready. The latest verified count is 14, and Jo will resolve the remaining issue.

Feedback and one supported correction

  1. P plans 24 packs; it does not report that 24 are ready. R instead reports 12 ready and 12 not prepared.

  2. S says 14, but no supplied source makes it the latest verified count or resolves the disagreement.

  3. No follow-up owner is stated. Jo is invented.

One supported correction:

  • P plans 24 welcome packs.
  • R reports 12 ready and 12 not yet prepared.
  • S reports 14 ready, conflicting with R; the verified count and follow-up owner are not established.

Check your answer:

  • Separates the planned 24 from the progress count.
  • Reports both 12 and 14 with their source labels and leaves the conflict unresolved.
  • Does not invent completed work, a verified count or an owner.

Different wording can pass. Recheck every fact after revising the tone or length. This checks the exercise, not legal competence, work readiness or a calibrated mastery level.

Sources, boundaries and your next step

ABA Opinion 512 discusses task-specific verification and confidentiality risks under the Model Rules. The Rule 1.6 commentary distinguishes confidentiality from privilege, including indirect disclosure risks. These references are not a universal legal rule, tool certification or permission for a particular matter. NIST describes confident false output and privacy risks.

The exercise, errors and correction are authored fiction. No provider benchmark, measured time saving, legal advice, human professional review or earned qualification is claimed. Applicable professional rules, local requirements and organizational decisions need their own review.

Start free Module 1: an account is required; no card is needed. Or read the lawyer learning overview.

Frequently asked questions

Should I choose the newest-looking document when sources disagree?
Not automatically. Here S gives no replacement instruction or verified resolution. State the conflict and what is missing; this fictional example establishes no legal order of precedence.
Can I substitute a real client document for the supplied facts?
No. This practice uses invented material only. A name change or a paid account does not establish permission to share information from a real matter. Follow the separate applicable professional and organizational process.
How do I check my answer without an AI subscription?
Read the supplied facts, try the task and compare your answer with each checking criterion and the explained correction. Everything needed for this exercise is on the page.
Are the sample errors results from a tested AI product?
No. The samples were written as teaching examples. They are not measured outputs, accuracy rates, time-saving evidence or comparisons between providers.
Does the free lesson grant a professional qualification?
No. Module 1 is general AI learning with account sign-in and no card required. It does not grant legal practice authority, a professional qualification or approval to process client data.

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