Draft or review a franchise disclosure document against the Code schedule

Key facts

Human involvement
RedLawyer-led
How AI is used
Build the register of prescribed items in the Code schedule, including the November 2025 capital expenditure and specific purpose fund items, record against each the source paper supplied for it, then flag items with no source and figures that differ between papers. The tool writes no part of the disclosure document or the directors’ solvency statement: no draft, no first draft, no shell, no populated fields, no suggested wording. Check the document in hand, the lawyer’s own or the franchisor’s, item by item against the ACCC April 2025 model, confirm the four-month annual update was done, and list every figure and earnings claim with no source on the file.
What the lawyer must review
  • Confirm the April 2025 model disclosure document was used
  • Check the November 2025 items: capital expenditure and specific purpose funds
  • Check the four-month annual update and any earnings claims
  • Re-derive every figure
Written for / version
Commonwealth versionCthNZ

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

Who does what

Who does what
RoleWhat they do
AssistanceSupporting 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.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  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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