Build a limitation-fund calculation worksheet

Key facts

Human involvement
RedLawyer-led
How AI is used
From the ship's tonnage certificate and registry particulars, work the tiered tonnage arithmetic on the convention text, protocol amendments and SDR conversion date the lawyer has fixed, and set the result out as a worksheet that tabulates the notified claims under the lawyer's own marking of which are subject to limitation and which are excepted, flagging any claim left unmarked and any figure with no source document. The tool proposes no characterisation of a claim and writes no part of the affidavit verifying the fund amount: no draft, no scaffold, no suggested paragraphs.
What the lawyer must review
The lawyer checks that the tonnage used is the gross tonnage on the tonnage certificate and not net or deadweight tonnage, that the statutory floor for small ships is applied, and that the limit tier, the protocol and amendment version in force for this casualty and the SDR rate at the fixed date are right. The lawyer decides which claims are subject to limitation and which are excepted, keeps the personal-injury, property and passenger funds separate, and confirms the figure sworn to in support of constituting the fund matches the settled worksheet.
Written for / version
Cth

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Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Potential support includes preparing preliminary structure or wording and identifying points for review. Confirm the tool’s capability and permitted scope. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Calculate operative dates independently from the current rule and actual triggering event. Check exceptions and record the verified deadline.
  3. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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