---
title: "Draft the client report: offer advice, pre-contract and post-settlement"
url: "https://ailawframework.com/practice/residential-conveyancing-and-property/draft-the-client-report-offer-advice-pre-contract-and-post-settlement"
type: "task"
site: "AI Law Framework"
id: "A9-T1-R10"
practice_area: "Residential Conveyancing & Property"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Draft the client report: offer advice, pre-contract and post-settlement

> Turn the issues list, searches and dates into a client reporting letter with outstanding items and a settlement timetable.

Canonical page: https://ailawframework.com/practice/residential-conveyancing-and-property/draft-the-client-report-offer-advice-pre-contract-and-post-settlement  
Last reviewed: 2026-10-22

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 | Turn the issues list, searches and dates into a client reporting letter with outstanding items and a settlement timetable. |
| What the lawyer must review | Give the advice in the letter yourself Check names, title references and dates against the file |
| Written for / versions | 1 jurisdiction versions below |

## 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 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.
- Written for: AU

## Checks the lawyer makes

1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
2. Calculate operative dates independently from the current rule and actual triggering event. Check exceptions and record the verified deadline.
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 that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
6. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
7. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
8. 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: Right to deal guidance, Version 7](https://www.arnecc.gov.au/wp-content/uploads/2024/08/MPRGUI4.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)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Buyer issues report on a purchase contract (United States)](https://ailawframework.com/precedents/residential-conveyancing-and-property/us-buyer-issues-report.md) | Letter | Yellow | A letter that reports to the buyer what the due-diligence checklist found on title, lead-based paint, FIRPTA withholding, and loan disclosures, in the lawyer's own conclusions. |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/residential-conveyancing-and-property/draft-the-client-report-offer-advice-pre-contract-and-post-settlement/united-states.md) | Yellow |

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