Match clearance certificates to the property sellers

Key facts

Human involvement
YellowClose supervision
How AI is used
Extract each seller’s name and the certificate validity dates into a comparison table; identify absent or mismatched certificates.
What the lawyer must review
  • Verify certificate identity and validity against the transaction
  • Determine withholding or variation treatment
  • Confirm the settlement figures independently
Written for / version
Written for AustraliaNZ

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Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information and identifying points for review. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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