Check investment, earnings-claim and return disclosures in the pack

Key facts

Human involvement
RedLawyer-led
How AI is used
Extract stated investment, working-capital and earnings figures from the disclosure and list the supporting documents, marking unsourced claims.
What the lawyer must review
  • Treat earnings claims as high-risk
  • Confirm the current disclosure rule, including any return-on-investment duty
Written for / version
Cth

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Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  2. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  3. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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