Diary the information statement from the day a person shows interest
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Record the date the person showed interest, the date the information statement was given, and whether any other document was given first. Count seven days from the interest. Do not describe the contents of the statement, and do not decide that the person was a prospective franchisee.
- What the lawyer must review
- The lawyer decides whether interest was shown and whether the information statement was given within 7 days and before any other document. The information-statement page itself was not opened, so the contents are not described. This is earlier than the 14-day pack of agreement, Code and disclosure document.
- 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 | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- The seven days run from interest being shown, not from the disclosure pack.
- The statement is given before any other document.
- Do not describe what the statement says. That page was not opened.
Sources
- ACCC, information and document obligations · 2026-10-22
These are suggested working checks. 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