---
title: "Summarise aged-care and retirement village documents for the file"
url: "https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/summarise-aged-care-and-retirement-village-documents-for-the-file"
type: "task"
site: "AI Law Framework"
id: "A18-B6-4"
practice_area: "Elder Law & Powers of Attorney / Guardianship"
tier: "green"
lawyer_review: "required"
jurisdictions: ["AU"]
last_reviewed: "2026-10-10"
---

# Summarise aged-care and retirement village documents for the file

> Extract fees, exit terms and dates into a table.

Canonical page: https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship/summarise-aged-care-and-retirement-village-documents-for-the-file  
Last reviewed: 2026-10-10

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Elder Law & Powers of Attorney / Guardianship](https://ailawframework.com/practice/elder-law-and-powers-of-attorney-guardianship.md) |
| Human involvement | Green: AI drafts, lawyer checks |
| How AI is used | Extract fees, exit terms and dates into a table. |
| What the lawyer must review | Check against source documents. |
| Written for / versions | Australia |

## Checking plan

**Lawyer review required**

The responsible lawyer reviews the work against the instructions, sources and intended use.

- What the AI does: Extract fees, exit terms and dates into a table.
- What the lawyer does: Check against source documents.
- Who reviews: Lawyer competent in the matter and the forum
- Basis: Planning guidance checked against the linked public sources on 10 October 2026. Confirm the current instrument before reliance.
- Why: The traffic light follows the consequence of an error and how much of the output the lawyer must check before it is used.
- Written for: AU

## Checks the lawyer makes

1. Open the cited source and confirm it is the current instrument for this forum and this date.
2. Check against source documents.
3. Compare the output with the source and the instructions, including material the output left out.
4. The responsible lawyer approves the exact output for its intended use, or sends it back.

## Notes

- Suggested working checks from the linked public sources. Read the source and confirm it applies to this forum and this date. The checks do not approve software or record that the work is done.

## Practical guide

Jurisdiction: Australia

**Deliverable**: Summarise aged-care and retirement village documents for the file

**Inputs**

- QLS Guidance Statement No 37
- LPLC: limitations and risks of AI
- The matter instructions and the documents the output will rely on.

**Example**: Stop before the result is filed, sent or relied on. Check against source documents.

**Stop and escalate when**

- The cited source is not the instrument that applies to this forum or this date.
- The output states a fact, date, citation, figure or commitment that is not in the instructions or the source.
- The responsible lawyer has not approved the exact output for its intended use.

Checked 2026-10-10.

## Sources

- [QLS Guidance Statement No 37](https://www.qls.com.au/practising-law-in-qld/ethics/guidance-statements/no-37-artificial-intelligence-in-legal-practice) (checked 2026-10-10)
- [LPLC: limitations and risks of AI](https://lplc.com.au/resources/lplc-article/limitations-risks-ai-in-legal-practice) (checked 2026-10-10)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*