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AI Considerations in Investigations

Sep 03, 2025

Drafting with AI: How Technology Is Transforming Workplace Investigation Reports

Artificial intelligence (AI) is quickly becoming an integral part of legal practice, particularly in workplace investigations. These matters demand accuracy, clarity, and fairness, yet they are often weighed down by hours of administrative work and the challenge of turning raw information into clear reports. AI offers a way to streamline those tasks, cutting down on the time spent organizing notes, compiling exhibits, and drafting narratives.

By automating these repetitive steps, AI frees investigators to focus their energy on what matters most. They can spend more time weighing evidence, applying legal standards, and exercising professional judgment. The result is not only faster report drafting but also the potential for more thoughtful and rigorous analysis.

The Challenge of the Blank Page

For many investigators, the hardest part of drafting a report is simply getting started. After compiling interview notes, exhibits, and timelines, attorneys are confronted with a blank page that must be filled with a structured analysis. That initial step, transforming disorganized notes into a narrative, is often the most daunting.

AI offers a solution. By inputting bullet-pointed evidence or raw transcripts, investigators can prompt AI to generate a draft that organizes material into a logical format. Rather than simply arranging notes, AI can highlight how evidence supports or challenges a claim, offering investigators a sharper foundation for their analysis.

From Notes to Narrative

Investigators often rely on handwritten or typed notes taken during interviews. These notes vary in style and completeness, making it difficult to translate them into polished summaries. AI tools can bridge this gap.

With a targeted prompt, such as “Summarize this witness’s perspective on the July 12 meeting,” AI can transform rough notes into a cohesive narrative that reads fluidly. Broad prompts like “summarize the interview” typically produce generic results, but focused instructions generate far more useful content.

The lesson is clear – precision matters. The more specific the prompt, the better the draft. By allowing AI to handle the first pass, attorneys can dedicate their time to refining nuance and ensuring accuracy rather than expending energy on formatting and phrasing.

Saving Time on Repetitive Tasks

Beyond drafting narratives, AI excels at the smaller, but still essential, tasks that accompany report writing. Compiling witness tables, exhibit lists, and chronological timelines traditionally consumes valuable time. With AI, these can be generated instantly by drawing from interview notes or document folders.

For example, AI can produce a witness table that lists names, titles, and interview dates in chronological order. Exhibit lists can be created with document numbers, subject lines, and descriptions. These efficiencies may only save 30 to 40 minutes per task, but across a complex investigation, they add up to hours of regained time.

Elevating the Quality of Drafts

Attorneys who have integrated AI into their practice often describe the technology as comparable to the work of a “first-year associate.” Like a junior lawyer, AI can generate a competent draft, but the ultimate responsibility for accuracy and nuance rests with the experienced investigator.

This analogy underscores AI’s greatest strength in report drafting. Instead of producing raw, disorganized material, investigators begin with a structured, readable draft. That first draft can then be revised, annotated, and refined to reflect the attorney’s judgment and expertise.

By shifting the attorney’s role from writer to editor and analyst, AI allows for more time spent on higher-level reasoning, which is the part of the report that truly matters. This efficiency extends to the work of those more junior associates, who can jump start their own ability to dive into the more thoughtful aspects of the work at an increased pace.

Surfacing Blind Spots

Another powerful way attorneys are using AI in drafting findings is by asking it to write the analysis in more than one direction. For example, investigators may prompt AI to draft findings that sustain the allegations and then generate an alternate version where the allegations are not sustained. Reviewing both versions allows attorneys to identify strengths and weaknesses in each side of the analysis.

This exercise can expose blind spots. Investigators, particularly those with litigation backgrounds, may be inclined to emphasize only the evidence that supports their past experience or ultimate conclusion. By forcing both perspectives onto the page, AI helps ensure that the final report reflects a balanced and comprehensive analysis rather than a one-sided argument.

A Tool for Training and Consistency

Custom AI tools trained on a firm’s prior reports offer an additional benefit: consistency. New investigators often face a steep learning curve in adapting to an office’s preferred report style. With AI, stylistic and structural conventions can be embedded into the drafting process from the start.

This reduces the “redlining” burden on senior attorneys while ensuring that new associates produce work aligned with the firm’s standards. Far from eliminating training opportunities, AI provides junior attorneys with a more polished starting point and the chance to learn by refining a strong first draft.

The Human Element Remains Essential

Despite these advantages, AI is not a substitute for human judgment. Drafts generated by AI must be carefully reviewed for accuracy, context, and tone. At times, AI may conflate notes or misinterpret context. Attorneys must therefore approach AI outputs critically, treating them as a tool rather than an authority.

Still, when used properly, AI dramatically reduces the cognitive load of drafting. It allows attorneys to devote their intellectual energy to the most important aspects of an investigation, including weighing evidence, applying legal standards, and reaching fair conclusions.

Conclusion: Draft Smarter, Not Harder

Workplace investigations are among the most sensitive and consequential tasks attorneys undertake. Reports must be both factually rigorous and legally defensible. AI will not replace the investigator’s role in that process. But it can eliminate the inefficiencies that bog down drafting, provide a strong starting point, surface potential blind spots, and help ensure consistency and clarity.

AI allows attorneys to draft smarter, not harder. By automating the most tedious aspects of report writing, it frees investigators to focus on the work that only they can do, including exercising professional judgment, applying legal standards, and delivering fair, reliable findings.

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