Reconcile workers compensation legal costs with the costs agreement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the costs agreement and the scheme schedule or grant the lawyer identifies, set out the scheme amount, the solicitor-client amount, and the difference. Do not bill the client for the difference until the lawyer decides who pays it.
- What the lawyer must review
- The lawyer decides which schedule or grant applies, and whether the client pays any shortfall.
- A compensation matter and a damages claim do not share one scale.
- Read the current schedule. Do not reuse last year's maximum.
- 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 | Potential support includes identifying points for review and assembling provisional schedules. Confirm the tool’s capability and 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- 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.