Reconcile the contact record against the contact order or plan

Key facts

Human involvement
GreenLawyer review
How AI is used
From the department's contact records, the carer's records and the client's own diary, build a log of each scheduled occasion against what the order or plan requires, marking each as occurred, shortened, cancelled by the department, cancelled by the carer or cancelled by the parent, with the reason recorded and the source cited.
What the lawyer must review
The lawyer checks the log against the operative order and resolves each discrepancy with the client before it is used in a submission or put to a witness.
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceFrom the department's contact records, the carer's records and the client's own diary, build a log of each scheduled occasion against what the order or plan requires, marking each as occurred, shortened, cancelled by the department, cancelled by the carer or cancelled by the parent, with the reason recorded and the source cited.
LawyerThe lawyer checks the log against the operative order and resolves each discrepancy with the client before it is used in a submission or put to a witness.

Checklist

  1. Confirm the log runs against the operative contact order or plan including every variation, and that the schedule in the log matches the order's terms exactly.
  2. Check each cancellation against the source record and identify who cancelled; never let a blank entry default to the parent.
  3. Check the reason recorded for each cancellation against the department's own notes, and flag every occasion where no reason appears.
  4. Compare the log against the client's account and list each discrepancy for instructions rather than resolving it inside the log.
  5. Remove the venue address and the carer's identity from any version of the log that leaves the file.

Sources

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.

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