Build the conditions-precedent tracker and completion checklist
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the executed SPA or implementation deed, list each CP, responsible party, evidence required and status, and draft a completion run-sheet of deliverables.
- What the lawyer must review
- Match the list to the executed documents
- Track consents against actual receipts, not inferred emails
- Calculate regulatory clocks from the current instrument
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Share sale completion agenda, deliverables checklist and funds flow (private company) | Checklist | AI use Yellow | A completion agenda for the purchase of all the shares in an Australian proprietary company: conditions confirmed, deliverables from each side, board meeting business, funds flow, and the record of what was exchanged and released. |
Signed-in accounts can read the full text of each one. All precedents.