Draft an instalment or settlement agreement from the approved terms
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Produce a first-draft instalment deed or consent judgment from the lawyer's approved payment plan, default clause and release.
- What the lawyer must review
- Check the arrears figure against the ledger
- Do not accept a release that is too wide: it is worse than no deal
- 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 | Produce a first-draft instalment deed or consent judgment from the lawyer's approved payment plan, default clause and release. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Response to a hardship notice under the National Credit Code: information request, agreement and refusal letters | Letter | AI use Yellow | Three linked letters for a credit provider answering a debtor's hardship notice under s 72 of the National Credit Code: a request for information, an agreement to change the contract (with the s 73 notice) and a refusal with reasons and AFCA details. |
| Application for an instalment order (Magistrates' Court Form 61A) | Form | AI use Yellow | Link to Magistrates' Court Form 61A. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- Harvey: How to Write a Demand Letter Using AI · 2026-09-23
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.