Build a franchisee due-diligence issues list from the disclosure pack
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Produce a checklist, a list of questions for the franchisor, and red flags (turnover, litigation, earnings claims) from the disclosure document.
- What the lawyer must review
- Check the figures that matter independently: this advice drives a major investment
- Do not treat a summary as the disclosure
- 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 | Supporting preparation only. Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. 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.
- 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.