JEEKSSHIRE 24 | Legal

Draft a certificate of completion

A certificate of completion, also called an acceptance act, records that work was done or services were rendered and accepted: under which contract, for which period, in what scope and for what amount. Select the original contract as the basis document and describe the result — the AI clarifies what is missing and prepares the certificate with marked gaps.

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Draft a certificate of completion · Legal

What the AI does when drafting a certificate

For a certificate the assistant always asks for the base contract, the reporting period, what exactly was done, how acceptance went and which amounts are due. In the «Basis document» field you can select the original contract from your documents: the AI takes its text into account, so the parties, subject and price usually do not need to be entered again. When researching rules for a certificate, Legal additionally looks at payment, primary records and tax topics on the official portals of the selected country.

What a certificate should contain

Title and date, a reference to the contract with its number and date, the parties and their representatives, the reporting period, a list of work or services with scope and cost, the total with tax or a note that no tax is charged, a statement on whether there are claims about quality and deadlines, and signatures. Mandatory details of a primary document depend on the country, so Legal lists the requirements it finds in the legal notes. The AI does not confirm that work was completed or that there are no claims unless you said so.

Certificate, invoice and closing documents

A certificate confirms acceptance, while an invoice is a request for payment; they are different documents, and Legal drafts them separately. For an invoice the amounts, tax and total are calculated by the program from the line items you entered. The finished certificate opens in the editor, where you can sign it and save it as PDF, DOCX, ODT, RTF, HTML, MD or TXT.

Sample certificate of completion structure

An example of structure and wording, not a ready-made form. Mandatory details depend on the country and the status of the parties.

CERTIFICATE No. [FILL IN: number] of completion and acceptance of work (services) · [FILL IN: city], [FILL IN: date]
under contract No. [FILL IN: number] dated [FILL IN: date] between [FILL IN: Contractor] and [FILL IN: Client]
1. The Contractor has performed and the Client has accepted the following work for the period from [FILL IN: date] to [FILL IN: date]:
— [FILL IN: name of work or service], [FILL IN: scope], [FILL IN: cost]
2. The total cost is [FILL IN: amount and currency], including tax [FILL IN: rate and amount] / no tax is charged [FILL IN: basis].
3. The work was performed on time and in full; the Client has no claims regarding quality or deadlines — only if you confirmed this. Otherwise: remarks [FILL IN: list and deadline for remedying].
4. This certificate is made in [FILL IN: number] copies.
Delivered by: [FILL IN: position, name, signature] · Accepted by: [FILL IN: position, name, signature]

What to prepare before you start

The assistant asks about this first:

The base contract: number and date, or better, the contract itself uploaded to Legal.
The reporting period and the date of signing the certificate.
The list of work or services with scope, units and cost.
Tax status: whether tax is included in the price and at what rate, or no tax is charged.
The outcome of acceptance: accepted without remarks or with remarks — and which ones.
The representatives of the parties who sign the certificate, and their authority.

Common mistakes in a certificate

No reference to the contract, or the wrong contract — the certificate is hard to link to the obligation.
A general statement «services rendered» without a list and period: such a certificate proves little.
The amounts in the certificate do not match the invoice or the contract.
«No claims» is included although there are remarks: after signing they are harder to raise.
The certificate is signed by a person without authority.
The certificate is confused with a tax invoice: the requirements for them differ.

Limitations

Drafting documents with legal research is available on the Plus ($5 per month) and Pro ($10 per month) plans. The draft certificate is a working draft for review, not accounting or legal advice. Mandatory details of primary documents and tax rules depend on the country and the status of the parties; Legal flags what it finds, but the current version must be checked separately. Check the amounts, tax and signatories' authority before signing.

Review the contract before signing the certificate

The acceptance procedure is set by the contract. Upload it to Legal and choose your side — «Customer» or «Contractor». The review shows, for example, a clause that work is deemed accepted if the client stays silent, a penalty for late payment and unilateral price changes — before you sign the certificate.

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Questions about certificates of completion

Can I draft a certificate from a contract I have already uploaded?

Yes. Select the original contract in the «Basis document» field: the AI takes its text into account, so the parties, subject and price usually do not need to be entered again. You then add the period, the work done and the outcome of acceptance.

What is the difference between a certificate and an invoice?

A certificate confirms that the work was done and accepted. An invoice is a request for payment. In Legal these are different document types; in an invoice the amounts, tax and total are calculated by the program from the line items you entered.

Will the AI calculate the amount and tax in the certificate?

The AI carries over the amounts, rate and tax treatment you confirmed and does not invent them. If data is missing, [FILL IN: …] fields remain. Check the totals against the contract and the invoice.

Can I draft a certificate with remarks?

Yes. List the remarks and the deadline for fixing them and they go into the certificate. The AI will not add a «no claims» statement until you confirm it.

Will it work for a foreign client?

Choose the country and the document language in the chat. Legal searches for primary-document requirements of the selected country, but check a bilingual certificate and any currency or tax control requirements separately.

Can I sign the certificate in Legal?

Yes, the draft opens in the editor, where you can add a signature and save the file as PDF. Whether an electronic signature is valid in your case depends on the contract and the law of the country.

Do I need a paid plan?

Yes, drafting legal documents with legal research is available on Plus and Pro. Free keeps the regular chat, the editor, export and party profiles within quotas.

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