Prepare the information request for merger notification screening
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- Map available transaction and financial information to a lawyer-selected current threshold checklist and draft a request for missing facts.
- What the lawyer must review
- Apply current statutory instruments, thresholds, exemptions and control rules to verified facts
- Make the notification or waiver decision separately
- Written for / version
- Written for Australia
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting 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. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- 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.