Compare two policy versions and list what changed

A clause-by-clause policy change brief with open scope and effective-date questions.

Choose one of three approaches. The steps for that option appear below.

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ChatGPT: drafts the ledger and change brief

ChatGPT reads the whole pack and drafts the ledger and brief. You check; counsel signs off.

  1. You

    Assemble policy texts

  2. ChatGPT

    Draft evidence ledger

  3. You

    Check ledger rows

  4. ChatGPT

    Draft change brief

  5. Qualified counsel

    Check and sign off

  1. Assemble the texts and record scope

    Use: You

    Have ready: the two dated policy texts and the question of interest; record scope, permission limits and source IDs.

    Check

    Check every file opens and is lawfully accessible or owner-authorised. The free plan allows 3 file uploads a day; larger packs need a paid plan or several days.

  2. Draft the evidence ledger

    Use: ChatGPT

    Load the whole source set into ChatGPT and ask for the evidence ledger in one pass.

    Details

    What to paste into the tool

    Using every supplied source, build a ledger. Evidence ledger rows with source_id, source_date when known, passage_or_cell_location, extracted_value_or_quote, evidence_status, permission_note and unresolved_question; original units and time zones kept. Use only the supplied material. Quote exactly and give the source ID and location for every line. Separate what a source says, what is inference and what is not known yet. Do not send, publish, buy, book, change any account or run code.

  3. Check every ledger row

    Use: You

    Check every ledger row against the originals and mark rows that fail.

    Check

    Compare every extracted passage, date, identifier and numeric field with the original. Check scope, source access and permission limits; flag missing or unreadable inputs.

  4. Draft the clause-level change brief

    Use: ChatGPT

    In the same chat, ask ChatGPT to align clauses and classify changed obligations, definitions and exceptions from the checked ledger.

    Details

    What to paste into the tool

    From the checked ledger only, draft the clause-level change brief. For every substantive change keep the old passage and the new passage side by side with locations. Raise scope and effective-date questions. Do not state legal effect or applicability. Use only the supplied material. Quote exactly and give the source ID and location for every line. Separate what a source says, what is inference and what is not known yet. Do not send, publish, buy, book, change any account or run code.

  5. Check the draft line by line

    Use: Qualified counsel

    Check each line against the cited source. Keep unresolved items as open; do not resolve them silently. Sign off or return, keeping open questions visible.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Never paste credentials or full payment details.

Use only material you may lawfully use or have the owner's permission to use. Treat the output as a research suggestion for your own review.

Do not let the tool send, publish, buy, book, change an account, start monitoring or run live code on its own. You keep every decision and any later approval.

Qualified counsel must assess the legal meaning and whether it applies; this workflow does not give legal clearance. Counsel records any open interpretation questions before anyone relies on the change brief.

Keep the source IDs and where each passage or cell came from, with old and new passages kept for every substantive change. Settle the evidence trail and open items before the brief is complete.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Gemini Notebook source size limits are not stated.

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