Prepare the New South Wales settlement costs statement for a personal injury claim
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the outcome, invoices and the regulated amount the lawyer marks, set out fees, any uplift, disbursements and the net sum. Do not send the statement.
- What the lawyer must review
- Settle the net sum before the client receives the statement.
- Keep the uplift inside section 182 and outside disbursements.
- On a statutory benefits claim, use the regulated amount, not a half formula.
- Section 8.10(5) stops the insurer recovering its costs from that claimant.
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 | 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.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.