---
title: "Build the pre-settlement checklist and adjustment worksheet"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet"
type: "task"
site: "AI Law Framework"
id: "A9-T1-R8"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-09-23"
---

# Build the pre-settlement checklist and adjustment worksheet

> Build a pre-settlement checklist and adjustment worksheet from the contract, certificates and figures on the file, flagging missing discharges and identity steps.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet  
Last reviewed: 2026-09-23

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Residential Conveyancing & Property](https://ailawframework.com/practice/residential-conveyancing-and-property.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 |
| Written for / versions | 2 jurisdiction versions below |

## Checking plan

**Lawyer review required**

- What the AI does: Build a pre-settlement checklist and adjustment worksheet from the contract, certificates and figures on the file, flagging missing discharges and identity steps.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [New Zealand](https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet/new-zealand.md) | Yellow |
| [Australia](https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet/australia.md) | Yellow |

## Further reading

- [ARNECC: Verification of Identity, Version 7 guidance](https://www.arnecc.gov.au/wp-content/uploads/2024/08/MPRGUI2.pdf) (checked 2026-09-16)
- [ARNECC: System security and integrity, Version 7 guidance](https://www.arnecc.gov.au/wp-content/uploads/2024/08/MPR-Guidance-Note-8-System-Security-Integrity-Updated.pdf) (checked 2026-09-16)
- [Australian Taxation Office: Australian residents and clearance certificates](https://www.ato.gov.au/individuals-and-families/investments-and-assets/capital-gains-tax/foreign-residents-and-capital-gains-tax/foreign-resident-capital-gains-withholding/australian-residents-and-clearance-certificates) (checked 2026-09-16)

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