Check the franchisor's disclosure and any registration the jurisdiction requires
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the disclosure document with any register or filing extract that exists, and list missing fields, overdue confirmations and mismatches.
- What the lawyer must review
- Confirm whether a register or filing applies here, and who runs it
- Do not treat a generated field list as the current form
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and identifying points for review. 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
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Obtain and inspect the relevant current official register or search result. Confirm identities, interests and the date and scope of the search.
- 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.