Regulated roles schedule

Draft for review by an Australian lawyer; not yet in force. Version 2026-10-27. This schedule is part of the maker agreement and the terms.

Some jobs are reserved by law to registered people, or carry duties that a machine cannot hold. Felag lists automations for those roles only when a registered professional stays in the loop, and refuses some outright. The slugs in the "roles in the catalogue" column are the ones the code treats as regulated (policy.legal.regulatedRoles, plus any role flagged regulated in the catalogue).

For every role on this schedule:

  • the maker must make the regulated declaration at every submission (a registered professional stays in the loop, and the sign-offs that say so cannot be switched off);
  • the manifest must declare at least one sign-off by a registered professional, or the gate blocks it;
  • those sign-offs are mandatory at install: the buyer can raise a threshold but cannot switch them off, and the hosted runtime holds the action until a person approves;
  • the listing page shows the schedule entry so the buyer knows who must be in the loop.
AreaRoles in the catalogueWho must be in the loopSign-offs that cannot be switched offWhat Felag refuses outright
Legal servicesconstruction-lawyer, matter-intakeAn Australian legal practitioner holding a current practising certificate (Legal Profession Uniform Law or the state equivalent). The automation drafts and checks; the practitioner advises.Any letter, notice, claim or advice before it leaves the firm; any deadline the automation calculates (for example security of payment time limits) before it is relied on; opening a matter after the conflict checkAutomations that give legal advice to the public without a practitioner; that lodge court documents; that sign anything
Tax, BAS and bookkeepingbookkeeperA registered tax agent or BAS agent (Tax Agent Services Act 2009) for any BAS service; the business owner for reconciliations and paymentsLodging or sending anything to the ATO; paying a supplier or employee; changing a chart of accounts or a payroll recordAutomations that lodge returns or BAS, or that give tax advice, without a registered agent
Health and allied healthpractice-managerThe registered practitioner for anything clinical. Health information is sensitive information under the Privacy Act. Advertising rules (AHPRA, National Law s 133) prohibit testimonials in health advertising.Any message with clinical content; any recall or result; publishing or soliciting reviews that would be testimonials; sharing records outside the practiceAutomations that diagnose, triage symptoms, prescribe or give medical advice to patients; that publish patient testimonials
Financial advice and creditnone at launchAn AFS licensee or authorised representative (Corporations Act) for financial product advice; an Australian credit licensee (National Consumer Credit Protection Act) for credit assistanceAny recommendation about a financial product or credit; any credit decisionPersonal financial product advice, credit assessments or credit decisions by automation. Roles in this area are not accepted until a licensee co-maker model exists.
Immigrationnone at launchA registered migration agent or an Australian legal practitioner (Migration Act, Part 3)Any immigration assistanceRefused entirely at launch
Building certification and safety-critical tradesestimator, contract-administrator (not regulated for pricing and paperwork); none for certificationA registered certifier, engineer or licensed tradesperson for any certificate, design check or safety sign-offAny document that certifies compliance, safety or structural adequacy; any instruction to proceed with workAutomations that issue or sign certificates, engineering checks, electrical or gas compliance, or safety sign-offs
Employment decisionsvenue-manager, office-admin (rostering and admin only)The employer (Fair Work Act, anti-discrimination law). The automation prepares; a person decides.Hiring, dismissal, disciplinary action, changes to pay or hours, and any decision based on protected attributesAutomated dismissal, automated shortlisting on protected attributes, covert monitoring of staff
Children's data and servicesnone at launchThe buyer must confirm a lawful basis in writing and a named adult responsibleAny message to a person under 18; any processing of a child's personal informationMarketing to children; profiling children; anything caught by the Online Safety Act's restricted material rules

How the schedule changes

Felag may add roles when the catalogue grows, and must add a role when a law reserves part of its work. Changes are announced to makers 30 days ahead; existing listings in a newly scheduled role have 30 days to submit a version with the required declaration and sign-offs, after which they are unlisted until they do.

For buyers

Installing a regulated-role automation does not make you, or Felag, the registered professional. If your business does not have one, do not install it. Where you do, the professional's sign-off is the control the law relies on; Felag records every approval with who gave it and when.