Prepare and check a progress-payment claim before it is served
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Draft a progress-payment claim structure from the schedule of rates or invoices, and list reference-date and endorsement points still to confirm.
- What the lawyer must review
- Apply the security-of-payment or prompt-payment rules for the site
- Check reference dates, endorsements and service windows; they differ and are fatal if wrong
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes preparing preliminary structure or wording and assembling provisional schedules. Confirm the tool’s capability and permitted scope. 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.