Build the pre-settlement checklist and adjustment worksheet
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Build a pre-settlement checklist and adjustment worksheet from the contract, certificates and figures on the file, flagging missing discharges and identity steps.
- What the lawyer must review
- Verify adjustments against authority certificates
- Confirm bank details out of band
- Keep identity verification and electronic-workspace roles with the firm
Open a jurisdiction version of this task to see which instruments apply.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- 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.