Prepare compulsory-conference material and the mandatory final offer

Key facts

Human involvement
YellowClose supervision
How AI is used
Index the documents the lawyer selects for the conference, and list the heads those documents support. Do not choose the offer figure, and do not draft a certificate of readiness or a statement that verifies disclosure.
What the lawyer must review
  • The lawyer sets the offer figure and signs any certificate of readiness.
  • The tool does not draft a verifying statement or a certificate of readiness.
  • The lawyer writes anything that is filed. An offer is checked before it is sent.
  • Health, wage and scheme records stay in the firm tool. ASCR r 9 and APP 11 apply, and a breach may be notifiable.
Written for / version
QLDVIC

Open a jurisdiction version of this task to see which instruments apply: QLDVIC

Who does what

Who does what
RoleWhat they do
AssistanceIndex the documents the lawyer selects for the conference, and list the heads those documents support. Do not choose the offer figure, and do not draft a certificate of readiness or a statement that verifies disclosure.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Index only documents the lawyer selects, and do not choose a figure.
  2. Do not draft the verifying statement or the certificate of readiness.
  3. Do not state a dollar offer limit that the opened section does not set.
  4. Mark the filed copy of an offer as something the lawyer writes.

Sources

These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.

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