Draft or review a franchise disclosure document against the prescribed headings
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- The tool builds a register of the prescribed disclosure items under the Code edition the lawyer names and records against each item the source paper supplied for it — the franchise agreement and any lease, the site and territory list, supplier and rebate arrangements, litigation and insolvency history, the last two financial years' reports and the solvency material — flagging items with no source, items not refreshed since the last annual update, and figures that differ between papers. Where the client is the franchisee, it runs the same register against the disclosure document received and lists the items left blank or unsupported for the lawyer's questions to the franchisor; it writes no part of the disclosure document or the directors' solvency statement: no draft, no shell, no populated fields, no suggested wording.
- What the lawyer must review
- The lawyer drafts every item and checks their own wording against the papers — each prescribed item answered in the franchisor's own terms, and fees, sites, rebates, supplier restrictions and litigation history matching the source documents — then confirms the director's solvency statement and any audit report are signed and current, and dates the document so the 14-day disclosure period runs from a defensible date.
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. 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
- 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.