Restate the issue neutrally
A prompt framed only to support the client's position can produce a narrow set of authorities. Write the legal question without assuming the desired answer.
Identify the relevant forum, governing law, facts, and procedural posture before reviewing the search results.
Search the opposing position
Use alternative legal formulations and the strongest competing argument. Look for distinctions, exceptions, later decisions, and sources cited by the authorities already found.
Keep a record of the search boundary. No result from one query does not establish that no contrary authority exists.
Test a favourable generalisation
Suppose the answer states that a notice defect is harmless, while the cited decision turns on unusual contract wording. Search the narrower issue and compare decisions addressing different wording or circumstances.
Record why a contrary case matters rather than dismissing it with a generic low-relevance label.
Assess professional implications
Counsel must determine the significance of adverse authority and any applicable disclosure or candour obligations. AI output cannot make that professional decision.
ABA Formal Opinion 512 is model-rule guidance, not a substitute for the rules and requirements of the relevant jurisdiction and court.
Deliver the balanced research note
State the strongest supporting sources, contrary material, distinctions, and unresolved checks. Explain how the evidence affects the proposed argument.
Judicio is not an editorial citator. Complete later-treatment and authority verification through the team's approved research process before relying on the conclusion.
Sources and next steps
This is an editorial workflow guide for legal professionals. The suggested checks are our practical recommendations, not a statement that a regulator requires a particular software workflow.
Explore Legal Research and Case Strategy, or review Judicio's regional coverage and limitations. Check the underlying source and your organisation's approved process before relying on an output.