Draft a no win no fee costs agreement for a personal injury claim

Key facts

Human involvement
YellowClose supervision
How AI is used
From the scope and estimates the lawyer marks, draft a conditional costs agreement in plain language that states the successful outcome, the cooling-off period, any uplift, and whether disbursements are payable if the claim fails. The client signs nothing until the lawyer settles it.
What the lawyer must review
  • The lawyer settles the agreement the client will sign, including what counts as a successful outcome.
  • Keep any uplift within the cap, and do not calculate the fee from the amount recovered.
  • Say clearly whether disbursements are payable if the claim fails.
  • Keep medical details in the firm's system. Apply ASCR rule 9, APP 11, and the Privacy Act notifiable-breach test.
Written for / version
NSWVICQLD

Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording and assembling provisional schedules. Confirm the tool’s capability and permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
  2. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  3. Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
  4. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  5. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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