Reconcile the security schedule to title and register searches
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the draft security schedule with supplied title searches and register extracts; list mismatches of names, asset descriptions and existing interests.
- What the lawyer must review
- Order or confirm current searches
- Check grantor names and asset descriptions; an error can defeat perfection
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Compare the draft security schedule with supplied title searches and register extracts; list mismatches of names, asset descriptions and existing interests. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| PPSA amendment demand to remove or amend a PPSR registration (s 178), with escalation steps | Notice | AI use Yellow | A written amendment demand under s 178 of the PPSA asking a secured party to register a financing change statement ending a registration or omitting collateral, with a covering letter, a diary of the 5-business-day and Registrar steps, and a file checklist. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.