---
title: "Build the conditions-precedent tracker and completion checklist"
url: "https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/build-the-conditions-precedent-tracker-and-completion-checklist"
type: "task"
site: "AI Law Framework"
id: "A2-T1-R8"
practice_area: "Mergers & Acquisitions / Private Equity"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Build the conditions-precedent tracker and completion checklist

> From the executed SPA or implementation deed, list each CP, responsible party, evidence required and status, and draft a completion run-sheet of deliverables.

Canonical page: https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/build-the-conditions-precedent-tracker-and-completion-checklist  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Mergers & Acquisitions / Private Equity](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

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. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
4. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
5. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
6. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
7. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Share sale completion agenda, deliverables checklist and funds flow (private company)](https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity/share-sale-completion-agenda-and-checklist.md) | Checklist | 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… |
| [Private acquisition closing checklist (United States)](https://ailawframework.com/precedents/mergers-and-acquisitions-private-equity/us-closing-checklist.md) | Checklist | Yellow | Closing checklist for a US private stock or asset purchase: authority, Hart-Scott-Rodino, third-party consents, intellectual property, employees and funds flow. It tracks conditions.… |

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

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/mergers-and-acquisitions-private-equity/build-the-conditions-precedent-tracker-and-completion-checklist/united-states.md) | Yellow |

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