Prepare the Victorian settlement costs statement for a personal injury claim
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the outcome, invoices and amounts recovered that the lawyer marks, set out professional fees, any uplift, disbursements, funding charges 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 fees, uplift, disbursements and funding charges on separate lines.
- Use the recovered amount the lawyer marks, not a percentage from the regulator.
- If the protocol applies, the recovered costs are the protocol amount.
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.