Assemble the retainer facts for the certificate that a claim was not claim farmed
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the retainer file the lawyer marks, list how the client came to the firm, whether any payment for a referral is recorded, and which costs agreement applies. Do not draft the certificate or the statutory declaration.
- What the lawyer must review
- The supervising principal writes and signs the certificate and the statutory declaration.
- The tool lists facts from the file. It does not draft that declaration.
- A false or misleading certificate is an offence. Do not guess how the client arrived.
- Keep medical details in the firm's system. Apply ASCR rule 9, APP 11, and the Privacy Act notifiable-breach test.
- Written for / version
- QLD
Open a jurisdiction version of this task to see which instruments apply: QLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Potential support includes organising research leads. Confirm the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.