Compare a management or caretaker agreement to the scheme rules
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the agreement to the scheme rules and the statute headings the lawyer has listed, and flag term, fee, termination and function creep.
- What the lawyer must review
- Read the agreement against the current Act, not last year's precedent
- Check for functions that cannot be delegated
- 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 | Compare the agreement to the scheme rules and the statute headings the lawyer has listed, and flag term, fee, termination and function creep. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.