Extract selling restrictions and transfer limits from the offer documents
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Table jurisdiction-by-jurisdiction selling restrictions, legend language and lock-up/escrow terms with clause references.
- What the lawyer must review
- Confirm the restrictions match the actual distribution plan
- Confirm them against current local law advice
- 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 | Table jurisdiction-by-jurisdiction selling restrictions, legend language and lock-up/escrow terms with clause references. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
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.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.