Reconcile the transaction share schedule with company records
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the transaction share schedule, supplied register of members and supporting issue or transfer records; identify mismatches for review.
- What the lawyer must review
- Determine ownership and rights from the underlying records and relevant law
- Do not treat an ASIC search or AI-generated cap table as conclusive title
- Written for / version
- Written for Australia
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review and assembling provisional schedules. 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.
- 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.