Record that Part 436 is a disclosure rule, not a franchisor register

Key facts

Human involvement: YellowClose supervision
How AI is used: Record the fiscal year of the disclosure document in the file and whether a revised document was prepared. Do not create a register profile.
What the lawyer must review: Part 436 as opened requires a disclosure document. It does not create a public franchisor register that is updated each year. Section 436.7(a) says all information shall be current as of the close of the most recent fiscal year, and that within 120 days after the close of the fiscal year the franchisor prepares a revised disclosure document. Section 436.10(b) says a state law that affords equal or greater protection, including registration of disclosure documents, is not inconsistent. No state registration statute was opened, so none is named. The lawyer decides whether any state filing applies.
Written for / version: United States versionUS

Who does what

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.

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.