Draft conciliation submissions and a deed of release or FWC s.369 terms

Key facts

Human involvement
YellowClose supervision
How AI is used
Draft a deed of release and conciliation terms from the agreed heads, flagging tax characterisation, superannuation, confidentiality and regulator-reporting gaps.
What the lawyer must review
  • Scope the release; general releases have caught claims not meant to settle
  • Confirm tax (genuine redundancy, damages or income; ETP under ITAA97 Div 82) or refer to a tax adviser
  • Check superannuation on back-pay
  • Check confidentiality does not stop reports to the AHRC, FWO or WHS regulator or engage the s.47C positive duty
  • Check execution formalities, including state witnessing rules
  • Check the current certificate provision and the 14-day filing window if proceedings follow
Written for / version
Commonwealth versionCth

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
  2. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  3. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
  4. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  5. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  6. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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