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How to use AI for legal research

  1. Define scope: state the jurisdiction, issue, parties, and timeframe.
  2. Choose tools: use RAG-enabled AI over primary databases (Westlaw/Lexis with AI features, Fastcase, Google Scholar). For confidential matters prefer on-prem or law-firm-integrated tools.
  3. Craft a precise prompt: e.g., “Act as a legal researcher. For [jurisdiction], summarize controlling cases and statutory elements for [issue]. Provide citations, dates, and short quoted holdings.” Ask for key exceptions and latest authority.
  4. Run searches iteratively: start broad, then narrow by party names, statutes, or keywords. Save queries and results.
  5. Verify every AI citation: open and read the primary source, confirm page/paragraph, reporter and date. Flag any hallucinations.
  6. Produce deliverables: create an annotated memo with primary-source citations, issue statement, rule, analysis, and next research tasks.
  7. Maintain ethics: avoid sharing privileged data with public models, log work for privilege and billing.

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