---
title: "Build a limitation-fund calculation worksheet"
url: "https://ailawframework.com/practice/maritime-shipping-and-transport/build-a-limitation-fund-calculation-worksheet"
type: "task"
site: "AI Law Framework"
id: "A37-T1-R5"
practice_area: "Maritime, Shipping & Transport"
tier: "red"
lawyer_review: "required"
last_reviewed: "2026-10-02"
---

# Build a limitation-fund calculation worksheet

> 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…

Canonical page: https://ailawframework.com/practice/maritime-shipping-and-transport/build-a-limitation-fund-calculation-worksheet  
Last reviewed: 2026-10-02

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Maritime, Shipping & Transport](https://ailawframework.com/practice/maritime-shipping-and-transport.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

- What the AI does: Produce a first-pass tonnage-based calculation from the ship's particulars and the convention formula the lawyer has named, with claims listed in or out.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Commonwealth](https://ailawframework.com/practice/maritime-shipping-and-transport/build-a-limitation-fund-calculation-worksheet/commonwealth.md) | Red |

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