Build the property-pool balance sheet from disclosed documents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From bank statements, titles, superannuation/retirement and entity records, draft an asset-and-liability table with values, ownership and source documents, and list gaps.
- What the lawyer must review
- Decide values and ownership yourself
- Do not treat a generated balance sheet as the pool
- Written for / version
- Written for AustraliaUS
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
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.