Build the pre-settlement checklist, adjustment worksheet and PEXA workspace steps
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Build a pre-settlement checklist and adjustment worksheet (rates, water, land tax) from the file, flagging missing discharges, PEXA workspace set-up and VOI steps.
- What the lawyer must review
- Check adjustments against certificates, including periods straddling settlement
- Verify bank details out of band
- Complete VOI under the Participation Rules and keep the evidence; an AI summary is not VOI
- Mark discharges in the workspace
- Apply FRCGW rules and match clearance certificates
- Written for / version
- Australia versionAUNZ
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
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
- 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.