Prepare the settlement costs statement for a personal injury claim
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the outcome, invoices, refunds and amounts recovered that the lawyer marks, set out professional fees, any uplift, disbursements, funding charges, costs recovered and the resulting net sum. Do not send the statement.
- What the lawyer must review
- The lawyer settles the statement the client receives, including the net sum.
- Separate professional fees, uplift, disbursements, funding charges, refunds and costs recovered.
- In Queensland, test the result against the speculative-claim cap before stating a net sum.
- Keep medical details in the firm's system. Apply ASCR rule 9, APP 11, and the Privacy Act notifiable-breach test.
Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its 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
- Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.