Disclose costs to an associated third party payer
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the disclosure given or to be given to the client, and from the payment obligation the lawyer identifies, extract the parts that relate to costs payable by that payer. Note whether the file shows the practice knew of the payer's obligation when the client disclosure was required. Do not send the disclosure.
- What the lawyer must review
- The lawyer decides who is an associated third party payer, which details are relevant to costs that payer must pay, and gives the same disclosure in writing at the time section 176 requires.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | From the disclosure given or to be given to the client, and from the payment obligation the lawyer identifies, extract the parts that relate to costs payable by that payer. Note whether the file shows the practice knew of the payer's obligation when the client disclosure was required. Do not send the disclosure. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Start from a disclosure that section 174 or 175 requires to be made to the client.
- Include only the details that relate to costs the associated third party payer must pay.
- Give it in writing at the time of the client disclosure, or as soon as practicable after the practice becomes aware of the obligation if that awareness comes later.
Sources
- Legal Profession Uniform Law (NSW) s 176, disclosure to an associated third party payer · 2026-10-22
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.