Compare the disclosure document with the franchise agreement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Line disclosure items up against the agreement clauses and list inconsistencies on fees, territory, restraints and term.
- What the lawyer must review
- Read both the disclosure document and the agreement
- Treat any mismatch as a disclosure problem, even though the agreement usually wins at law
- 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 | Line disclosure items up against the agreement clauses and list inconsistencies on fees, territory, restraints and term. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.
Related tasks
Draft or review a franchise disclosure document against the prescribed headingsCheck the franchisor's disclosure and any registration the jurisdiction requiresDraft or review a franchise agreement from the disclosure and the term sheetBuild a franchisee due-diligence issues list from the disclosure pack