Run the pre-signing disclosure timetable for a prospective franchisee
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- From the enquiry record and the franchisor’s document set, populate the validated disclosure tracker: the date interest was expressed, the date the information statement was given, the date the disclosure document, agreement and Code were given, the earliest date the agreement may be signed, and any opt-out notice; flag any step out of order or late.
- What the lawyer must review
- The lawyer confirms each delivery date from the delivery record, confirms the documents given were the current versions, decides whether any opt-out is valid, and confirms no agreement is signed or payment taken before the earliest permitted date.
- 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 | From the enquiry record and the franchisor’s document set, populate the validated disclosure tracker: the date interest was expressed, the date the information statement was given, the date the disclosure document, agreement and Code were given, the earliest date the agreement may be signed, and any opt-out notice; flag any step out of order or late. |
| Lawyer | The lawyer confirms each delivery date from the delivery record, confirms the documents given were the current versions, decides whether any opt-out is valid, and confirms no agreement is signed or payment taken before the earliest permitted date. |
Checklist
- Confirm whether the 2025 Code applies to this franchise and which provisions are in force on the date of the step, before the template or checklist is used.
- Check each delivery date against the email or delivery record.
- Confirm the disclosure document version given is the current one.
- Confirm no agreement or non-refundable payment precedes the earliest permitted date.
Sources
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