Compare a management agreement with the governing documents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Mark each management-agreement clause that conflicts with, or is silent against, the declaration and the bylaws the lawyer supplies, and quote both texts.
- What the lawyer must review
- You decide which document controls. Formal Opinion 512: check every mark before it is relied on. A conflict note is not a conclusion under the state's common-interest statute. If the property is in California, open the Civil Code section the clause touches before you advise on it. Model Rule 1.6: do not put the agreement into a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.