---
title: "Run the pre-signing disclosure timetable for a prospective franchisee"
url: "https://ailawframework.com/practice/franchising-and-distribution/run-the-pre-signing-disclosure-timetable-for-a-prospective-franchisee"
type: "task"
site: "AI Law Framework"
id: "A34-R20261018-1"
practice_area: "Franchising & Distribution"
tier: "green"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Run the pre-signing disclosure timetable for a prospective franchisee

> 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,…

Canonical page: https://ailawframework.com/practice/franchising-and-distribution/run-the-pre-signing-disclosure-timetable-for-a-prospective-franchisee  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Franchising & Distribution](https://ailawframework.com/practice/franchising-and-distribution.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. 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.
2. Check each delivery date against the email or delivery record.
3. Confirm the disclosure document version given is the current one.
4. Confirm no agreement or non-refundable payment precedes the earliest permitted date.

## Notes

- 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.

## Sources

- [ACCC, Information and document obligations under the franchising code](https://www.accc.gov.au/business/industry-codes/franchising-code-of-conduct/information-and-document-obligations-under-the-franchising-code) (checked 2026-10-18)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/franchising-and-distribution/run-the-pre-signing-disclosure-timetable-for-a-prospective-franchisee/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*