Who it’s for
For lawyers reviewing a draft matter summary before it informs advice, delegation or another work product.
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Templates & Checklists
Check an AI-generated matter summary assertion by assertion. The editable checklist and review prompt help you record source support, missing context, corrections and questions requiring further review.
Want an easier way to manage complex matters?
What’s inside
Summary verification checklist
Editable assertion review form and a completed synthetic correction.
docx
Reusable review prompt
Task-specific prompt with exact sources and human review boundaries.
txt
Synthetic source packet
Eight fictional equipment records with stable line references and known gaps.
zip
Included in the complete kit
Using this kit
When to use it
Use it after a summary has been drafted and before relying on its account. It is also useful when later material calls an earlier summary into question.
How to use it
Keep the draft and its source set together. Work through each material assertion, check the exact source and record the correction or unresolved issue. Use the completed fictional correction as a formatting example.
Scope and review
A cited assertion can still be incomplete or misleading. Review document coverage separately from citation support. A completed checklist is a review record, not an accuracy guarantee.
Follow the workflow
Use the full guide alongside the downloaded files.