---
title: "Prepare the settlement costs statement for a personal injury claim"
url: "https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-the-settlement-costs-statement-for-a-personal-injury-claim"
type: "task"
site: "AI Law Framework"
id: "A42-CS20261023-8"
practice_area: "Costs, billing & litigation funding"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

# Prepare the settlement costs statement for a personal injury claim

> 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.…

Canonical page: https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-the-settlement-costs-statement-for-a-personal-injury-claim  
Last reviewed: 2026-10-25

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Costs, billing & litigation funding](https://ailawframework.com/obligations/costs-billing-and-litigation-funding.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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. |
| Written for / versions | 3 jurisdiction versions below |

## Checking plan

**Settlement costs statement**

The tool reconciles the marked figures. The lawyer settles the net sum before the client receives the statement.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Checked against the linked sources on 23 October 2026. Confirm the current instrument before reliance.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Each line is tied to an invoice, agreement, offer or order the lawyer has marked. Nothing is estimated to fill a gap.
2. Funding interest is not placed in disbursements where section 347 treats it as an additional amount.
3. The 60 to 75 per cent description is not used as the costs recovered.
4. The pre-settlement estimate is left as its own task. This statement uses the actual outcome.

## Notes

- 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.

## Sources

- [Legal Profession Act 2007 (Qld) s 347, speculative personal injury claims](https://www5.austlii.edu.au/au/legis/qld/consol_act/lpa2007179/s347.html) (checked 2026-10-23)
- [Legal Services Commission (Qld), costs disclosure and costs agreements](https://www.lsc.qld.gov.au/for-the-profession/policies-and-guidelines/costs-disclosure-and-costs-agreements) (checked 2026-10-23)
- [Legal Profession Uniform Law (NSW) s 181, conditional costs agreements](https://classic.austlii.edu.au/au/legis/nsw/consol_act/lpul333/s181.html) (checked 2026-10-23)
- [Legal Profession Uniform Law (NSW) s 182, uplift fees](https://classic.austlii.edu.au/au/legis/nsw/consol_act/lpul333/s182.html) (checked 2026-10-23)
- [Victorian Legal Services Board and Commissioner, 'no win – no fee' cost agreements](https://lsbc.vic.gov.au/consumers/legal-costs-and-billing/no-win-no-fee-cost-agreements) (checked 2026-10-23)
- [Motor Accident Injuries Act 2017 (NSW) s 8.10, costs of statutory benefits claims](https://www7.austlii.edu.au/cgi-bin/viewdoc/au/legis/nsw/consol_act/maia2017245/s8.10.html) (checked 2026-10-23)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [New South Wales](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-the-settlement-costs-statement-for-a-personal-injury-claim/new-south-wales.md) | Yellow |
| [Victoria](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-the-settlement-costs-statement-for-a-personal-injury-claim/victoria.md) | Yellow |
| [Queensland](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/prepare-the-settlement-costs-statement-for-a-personal-injury-claim/queensland.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*