Prepare PEXA workspace instructions and the electronic lodgement sequence
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft PEXA workspace instructions, client-facing settlement FAQs and a lodgement sequence from the contract, title and lender details on the file.
- What the lawyer must review
- Confirm PEXA roles, sequence and mandatory-use rules (NSW, Vic, Qld, WA, SA; check exceptions)
- Confirm the duty/CIPT payment workflow
- Confirm caveats and discharges, with notice given
- Confirm settlement date and funds with client and lender
- Confirm electronic client authorisation before lodgement
- Written for / version
- Australia versionAUNZ
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- 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.