Assemble the reasonable-steps record behind the directors' declaration
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Index the papers the lawyer selects against each element of the declaration, showing where each item sits and flagging elements with no supporting record. Do not write the declaration, any part of it, or any statement that the steps taken were reasonable.
- What the lawyer must review
- The directors form and express the opinion. The lawyer decides which element each record supports, whether the record is sufficient, and what further enquiry is needed before the declaration is signed.
- 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 | Supporting preparation only. Index the papers the lawyer selects against each element of the declaration, showing where each item sits and flagging elements with no supporting record. Do not write the declaration, any part of it, or any statement that the steps taken were reasonable. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- The directors form and express the opinion.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Sustainability reporting committee terms of reference (board oversight of the climate statements and directors' declaration) | Policy | AI use Yellow | Terms of reference for a board committee (or a remit added to the audit and risk committee) overseeing the mandatory sustainability report: membership, duties, the evidence directors need for the declaration, sustainability records, protected statements, assurance and the reporting timetable. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.asic.gov.au/regulatory-resources/sustainability-reporting/for-preparers-of-sustainability-reports/what-should-your-sustainability-report-contain · 2026-09-27
- https://download.asic.gov.au/media/j4rhwyiz/rg280-published-31-march-2025.pdf · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.