Prepare and check a progress-payment claim under the state security-of-payment Act
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 to confirm under the state Act.
- What the lawyer must review
- Confirm the Act: NSW BCISP 1999, Vic SOP 2002, Qld BIF 2017, SA BCISOP 2009, ACT BCISP 2009
- Confirm WA SOP Act 2021 (CCA 2004 for older contracts), NT or Tas as applicable
- Check the reference date, service window and endorsement (NSW, Vic, Qld)
- Diarise the schedule deadline in business days
- NSW residential work from 20 August 2024: check s 8(2) bars unlicensed or uninsured contractors
- Check amounts line by line
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 | 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.
- Calculate operative dates independently from the current rule and actual triggering event. Check exceptions and record the verified deadline.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.