Check costs and funding disclosure against the practice note before the first hearing

Key facts

Human involvement
YellowClose supervision
How AI is used
Compare the costs agreement, the litigation funding agreement and every communication sent to class members with the practice note’s disclosure requirements, and list each requirement as met or not met with the document cited: written agreements, clear and timely notice of legal costs and funding charges, the categories of costs, conflicts provisions, confidential disclosure to the court and the notice of disclosure to other parties, with the dates by which each is due.
What the lawyer must review
The lawyer decides whether each communication discloses the costs and charges in clear terms, decides what further disclosure is needed after any material change, settles the conflicts provisions, and approves the disclosure to the court and to the other parties.
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
AssistanceCompare the costs agreement, the litigation funding agreement and every communication sent to class members with the practice note’s disclosure requirements, and list each requirement as met or not met with the document cited: written agreements, clear and timely notice of legal costs and funding charges, the categories of costs, conflicts provisions, confidential disclosure to the court and the notice of disclosure to other parties, with the dates by which each is due.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check every communication sent to class members, including website text and registration forms, not only formal notices.
  2. Confirm each category of legal costs the class may bear is explained, including any uplift.
  3. Diarise the confidential disclosure and the notice of disclosure against the first case management hearing date.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
First case management hearing: costs disclosure and readiness note (Federal Court class action)MemoAI use YellowNote for the first case management hearing under the Class Actions Practice Note: confidential costs disclosure, the funding notice, and the issues the Court expects the parties to address.

Signed-in accounts can read the full text of each one. All precedents.

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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