Goal & what you need
Goal
Prevent inaccurate quotations, invented page-line citations, lost objections or context, overwritten errata, unsupported credibility judgments, and misuse of AI-generated testimony summaries.
What you need
- Verified matter, witness identity and role, responsible lawyer, purpose, audience, destination, and protected workspace
- Reporter-delivered transcript or identified draft, certification status, exhibits, errata, video, and authoritative repository
- Approved AI environment and written lawyer direction defining scope, output, reviewers, permitted use, and lawyer-only decisions
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the matter, witness identity and role, deposition date, responsible lawyer, requested purpose, audience, destination, and protected workspace.
- 2Obtain written lawyer direction identifying topics, questions, date or page scope, output fields, reviewers, permitted use, and excluded legal decisions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.