Prepare the FCFCOA Financial Statement and the disclosure index
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Extract permitted financial information into a draft of the current FCFCOA Financial Statement, retaining a source reference for each figure and leaving gaps unresolved.
- What the lawyer must review
- Verify every entry against its source
- Confirm interests or changes the documents do not show
- Use the current FCFCOA Financial Statement and disclosure rules
- Remember non-compliance can bring procedural consequences, costs or contempt
- Do not treat an extraction error as a new criminal offence in itself
- Written for / version
- Commonwealth versionCth
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 extracting and organising information and preparing preliminary structure or wording. 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.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.