Draft prospectus or offering-document sections and a verification notes table
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft named offer-document sections from the source files and build a verification-notes table of material statements that still lack a source.
- What the lawyer must review
- Trace every factual claim to a primary source
- Leave forward-looking statements and risk factors to the due-diligence committee
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| 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.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.