Assemble the facts for a solvency review and safe-harbour discussion
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the supplied accounts and cash-flow papers, list solvency indicators, related-party payments and documents still needed for a safe-harbour discussion.
- What the lawyer must review
- Form the solvency opinion yourself
- Check timing, books and advice taken against source records before a director relies on the note
- Written for / version
- Cth
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.