Triage incoming contract requests

Source basis. Area-specific sources in links; vendor pages marked (vendor).

Key facts

Human involvement
GreenLawyer review
How AI is used
Classify requests by type, risk and urgency into a queue.
What the lawyer must review
Lawyer checks risk classification.
Written for / version
Written for AustraliaUS

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  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.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Delegation of authority and contract signing policy (with board delegation resolution)PolicyAI use YellowA company policy that sets who may approve and sign contracts and deeds, the financial limits, matters reserved to the board, execution under s 127, agents under s 126, electronic signing and the rule that no AI tool or agent can approve or sign.

Signed-in accounts can read the full text of each one. All precedents.

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