A pre-send analysis is a structured check before a document leaves the preparation stage. For Clai or any other tool, confirm which checks are actually enabled for your document and workflow. The checklist below describes what to verify; it is not a claim that every Clai send performs every check automatically.
Inspect the packet against its approved sources
Compare the packet with the approved document list and current form. Look for required exhibits, blank fields and missing pages. Distinguish a machine-checkable required field from a legal or transaction-specific requirement that needs qualified judgment.
Compare repeated party names, property identifiers and amounts with their approved sources. Flag conflicts rather than choosing a value silently. Check that the packet contains the approved version and that prior drafts cannot be sent accidentally.
Dates and recipients need more than format validation
Tie proposed dates to source clauses and verified calculation rules. A date can be syntactically valid yet unsuitable or disputed; software cannot certify that it is achievable. Confirm recipients, signer capacities and sequence, with authority verified separately.
In a hypothetical packet, a check finds two purchase amounts and no attached exhibit B. The reviewer locates the approved amount and obtains the missing exhibit before sending. A separate deadline question remains ambiguous and is escalated for qualified interpretation. Clearing the mechanical findings does not resolve that legal question.
Resolve findings before authorizing this version
For each finding, record source, severity, owner and action. Stop for unresolved material issues under the office’s approval policy. If a check did not run or cannot inspect an exhibit, show that limitation. Keep the exact version and approval evidence used for sending.
Checks to verify—and gaps not to conceal
- Actual enabled checks and exclusions verified.
- Packet compared with approved sources.
- Conflicts and uninspected material visible.
- Deadline and authority questions escalated.
- Send approval tied to the reviewed version.
Automated checks may miss errors, misread scans or generate false alerts. They do not certify legal completeness, signer authority or contract suitability. No claim is made here about universal Clai coverage, execution time, warning presentation or a quantified cost of post-signature corrections.