Legal AI by role | research
Shepard's Case Analysis for Paralegals
Use Shepard's Case Analysis for case treatment review in matters involving paralegals. Prepare source material, follow a practical prompt, and verify the result before relying on it.
Direct answer
How this legal AI workflow fits.
Shepard's Case Analysis can support case treatment review in work involving paralegals supporting research, drafting, filing, document review, and matter preparation. Start with The case citation, relevant passage, and subsequent authorities available for review. Request A treatment research outline with unresolved authority checks. The main review concern here is organizing large amounts of matter detail accurately; check attorney instructions, source documents, and procedural requirements before relying on the result.
Use with attorney review
This page describes a legal technology workflow. It is not legal advice. Final work product should be reviewed by a qualified legal professional.
A practical example
This is an illustrative prompt and review process, not a measured result or a guarantee of output. Adapt the inputs to paralegals supporting research, drafting, filing, document review, and matter preparation.
- Prepare these inputs
- The case citation, relevant passage, and subsequent authorities available for review.
- Example prompt
- Compare the supplied subsequent authorities with the cited proposition. Separate express treatment from inference and mark unavailable or incomplete history.
- Expected working material
- A treatment research outline with unresolved authority checks.
- What to verify before relying on it
- Verify current treatment in primary sources and an appropriate licensed citator. This tool is not affiliated with or a replacement for Shepard’s.
Workflow
A practical workflow for paralegals.
Start with the legal task and source material
For work involving paralegals, identify paralegals supporting research, drafting, filing, document review, and matter preparation. Prepare: The case citation, relevant passage, and subsequent authorities available for review.
Use Shepard's Case Analysis for the first structured pass
Example instruction: Compare the supplied subsequent authorities with the cited proposition. Separate express treatment from inference and mark unavailable or incomplete history. In this context, focus on organizing large amounts of matter detail accurately.
Review against primary sources and client facts
Verify current treatment in primary sources and an appropriate licensed citator. This tool is not affiliated with or a replacement for Shepard’s. For this matter, specifically review attorney instructions, source documents, and procedural requirements.
Move the result into the broader matter workflow
Working material to request: A treatment research outline with unresolved authority checks. Record unresolved questions and obtain approval before using the result in client work.
Review checklist
What to verify before relying on the output.
Confirm the source documents and facts are complete before using Shepard's Case Analysis.
Check all legal conclusions against current law and controlling authority.
Preserve confidentiality and avoid uploading information that should not be placed in a tool without approval.
Review attorney instructions, source documents, and procedural requirements before sending work product to a client, court, counterparty, or business stakeholder.
FAQ
Common questions about this use case.
Can paralegals use Shepard's Case Analysis for legal AI work?
Yes. Shepard's Case Analysis is part of OpusLaw Practice Hub and can support case treatment review for paralegals. It is best used for organizing inputs, drafting working materials, and preparing review points for a lawyer or legal team.
Does Shepard's Case Analysis replace a lawyer for paralegals?
No. Shepard's Case Analysis supports legal work but does not replace attorney judgment. Outputs should be reviewed for facts, law, jurisdiction, privilege, and client-specific risk.
What should paralegals review after using Shepard's Case Analysis?
Paralegals should review source documents, citations, assumptions, local rules, client instructions, and attorney instructions, source documents, and procedural requirements. Any final filing, contract, memo, or client advice should be approved by a qualified legal professional.
How does OpusLaw support this workflow?
OpusLaw combines Shepard's Case Analysis with related Practice Hub tools for research, drafting, document review, compliance, analytics, and workflow support. This lets legal teams move from intake to review to final work product in one workspace.
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