This page lists three turns, the messages you send to the AI one after another in the same chat, and then a check of the answer. Keep it open next to your chat. Each turn shows the next thing to paste, with the values you entered already filled in. Nothing is sent from this page, and your conversation stays in the AI tool you are using.
Component, dates in and out, titles, pay level at separation, and any ethics agreement or exit certification.
What the matter is, when it arose, what the person did or did not do on it, and exactly what you want them to do now.
Which rules apply: federal criminal statute and executive branch standards, a state code, a municipal ordinance, a legislative rule, or several at once.
Paste the ethics agreement, exit certification, agency supplemental standards, and the current text of every provision you want analyzed.
Changes whether the output is a clearance analysis or a remediation and disclosure plan.
Watch for these throughout
Post-employment periods, pay-level thresholds, and senior-employee designations differ by regime and change. Read the current text of every provision before advising. Never rely on a period the model supplies.
State and municipal ethics codes are not modeled on the federal statute and frequently reach further, including to spouses, business partners, and firm colleagues. Screen every regime that touches the person.
Whether the person participated personally and substantially is a factual question that outlives the memo. Their recollection is not enough; the record will be their calendar, their email, and the matter's assignment history.
A firm screen can cure imputation under bar rules and does nothing about a restriction that runs against the individual. Do not let the two analyses merge in the memo or in the client's understanding.
Where a written opinion from the agency ethics official is available, get it before the engagement letter. A memo written after the work has started is a remediation document, not a clearance.