Disclose a New South Wales disbursement funding arrangement with the costs agreement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the facility the lawyer marks, draft the disclosure of the disbursements, the interest or premium, and whether disbursements are payable if the claim fails. Do not invent a statutory cap. Do not send it.
- What the lawyer must review
- Settle the disclosure and any contract the client signs.
- State the interest or premium from the facility, not from an assumed cap.
- Keep disbursements outside the 25 per cent uplift.
- Say if they remain payable when the claim fails.
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes organising research leads and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- 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.