Build the voting-entitlement and proxy register for a general meeting
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Tabulate the lots, unit entitlements, arrears status and lodged instruments from the roll, the ledger and the proxy forms, apply the cap the lawyer has set for the jurisdiction, and flag each instrument that is out of time, unsigned, over the cap or inconsistent with the roll.
- What the lawyer must review
- Check the proxy cap and the arrears rule against the current statute or module, open each flagged instrument, and decide the contested ones before the meeting opens.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Tabulate the lots, unit entitlements, arrears status and lodged instruments from the roll, the ledger and the proxy forms, apply the cap the lawyer has set for the jurisdiction, and flag each instrument that is out of time, unsigned, over the cap or inconsistent with the roll. |
| Lawyer | Check the proxy cap and the arrears rule against the current statute or module, open each flagged instrument, and decide the contested ones before the meeting opens. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Check the proxy cap and the arrears rule against the current statute or module, open each flagged instrument, and decide the contested ones before the meeting opens.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Victorian owners corporation quorum, voting and proxy | Checklist | AI use Yellow | Checklist for quorum, interim decisions, who may vote, and proxies at a Victorian owners corporation annual general meeting. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://legislation.nsw.gov.au/view/whole/html/inforce/current/act-2015-050 · 2026-09-27
- https://www.legislation.qld.gov.au/view/whole/html/current/act-1997-028 · 2026-09-27
- https://www.legislation.wa.gov.au/legislation/prod/filestore.nsf/FileURL/mrdoc_45344.pdf · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.