---
title: "Prepare PEXA workspace instructions and the electronic lodgement sequence"
url: "https://ailawframework.com/practice/commercial-property-and-leasing/prepare-electronic-settlement-workspace-instructions/australia"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A10-T1-R17-AU"
practice_area: "Commercial Property & Leasing"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["AU"]
last_reviewed: "2026-09-23"
---

# Prepare PEXA workspace instructions and the electronic lodgement sequence

> Draft PEXA workspace instructions, client-facing settlement FAQs and a lodgement sequence from the contract, title and lender details on the file.

Canonical page: https://ailawframework.com/practice/commercial-property-and-leasing/prepare-electronic-settlement-workspace-instructions/australia  
Last reviewed: 2026-09-23

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Commercial Property & Leasing](https://ailawframework.com/practice/commercial-property-and-leasing.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | Australia |
| Applies to | [Prepare electronic-settlement workspace instructions](https://ailawframework.com/practice/commercial-property-and-leasing/prepare-electronic-settlement-workspace-instructions.md) |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*