Draft a without-prejudice settlement deed and tax-treatment checklist for a termination

Key facts

Human involvement: YellowClose supervision
How AI is used: From the agreed heads, draft a deed of release, payment schedule and a list of tax, retirement-benefit or superannuation points for the lawyer to confirm.
What the lawyer must review: Decide consideration, release scope, confidentiality and non-disparagement yourself
Decide any regulator-reportability yourself
Confirm tax treatment independently; the generated checklist is not tax advice
Written for / version: US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
Role	What they do
Assistance	From the agreed heads, draft a deed of release, payment schedule and a list of tax, retirement-benefit or superannuation points for the lawyer to confirm.
Lawyer	Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

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
Deed of settlement and release on termination of employment, with payment and tax treatment checklist	Deed	AI use Yellow	A deed between an employer and a departing employee: agreed termination date, settlement payment, release of claims, confidentiality and non-disparagement, return of property, reference and withdrawal of proceedings, with a checklist splitting each payment into its tax category.

Signed-in accounts can read the full text of each one. All precedents.

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