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

# Build the pre-settlement checklist, adjustment worksheet and PEXA workspace steps

> 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.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet/australia  
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 (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 | Australia |
| Applies to | [Build the pre-settlement checklist and adjustment worksheet](https://ailawframework.com/practice/residential-conveyancing-and-property/build-the-pre-settlement-checklist-and-adjustment-worksheet.md) |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
2. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
3. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
4. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
5. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
6. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Sources

- [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.*