Assemble New South Wales costs figures for an incapacity settlement approval

Key facts

Human involvement
RedLawyer-led
How AI is used
From the invoices and the settlement figures the lawyer marks, set out the costs breakdown and whether section 76 approval is still required. Do not draft the affidavit or the application.
What the lawyer must review
  • The lawyer writes anything filed. The tool only organises marked figures.
  • Decide whether section 76(3A) applies on the day of the agreement.
  • Section 8.10(4) is permission for statutory-benefits costs, not approval of the settlement.
  • Do not add an infant as a separate ground.
Written for / version
New South Wales versionNSWVICQLD

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. Limit any support to organising, indexing or comparing the source material. The tool writes nothing that goes into the document. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
  3. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  4. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
  5. Confirm instructions and personal circumstances through appropriate direct engagement. Have the responsible lawyer assess safety, capacity or vulnerability concerns and escalation.
  6. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  7. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  8. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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