Index a Victorian contract proceeding on a disability or income policy
MaintainedLast reviewed
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- From the policy, the decision letters and the date table the lawyer has approved, build an issues index and a document index for a proceeding on the contract. The tool writes nothing that will be filed.
- What the lawyer must review
- The lawyer writes every document that will be filed. The tool does not.
- Diary six years under section 5(1)(a) only after subsections (1AAA), (1AA) and (1A) are read.
- Apply Practice Note SC GEN 25 if the proceeding is in the Supreme Court.
- Do not put medical records into a public tool.
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. Supreme Court of Victoria, if that is where the contract claim is issued
Produce. An issues index and a document index. The lawyer writes the filed documents.
Have ready. Policy and decision letters; Approved date table; How the claim will be pleaded.
Example of the limit. Illustrative example: The index lists the policy definition and the decision dates. The lawyer writes the originating process. The tool does not prepare the evidence or an expert report.
Stop and hand it back when
- A document that will be filed is still attributed to the tool.
- The proceeding is in the Supreme Court and Practice Note SC GEN 25 has not been applied.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. From the policy, the decision letters and the date table the lawyer has approved, build an issues index and a document index for a proceeding on the contract. The tool writes nothing that will be filed. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Section 5(1)(a) of the Limitation of Actions Act 1958 (Vic), subject to subsections (1AAA), (1AA) and (1A), covers an action founded on simple contract, including contract implied in law, and the period is six years from accrual.
- Practice Note SC GEN 25 was issued and commenced on 14 May 2026. Paragraph 6.1: court users are responsible for the content of court documents whether or not artificial intelligence was used.
- Paragraph 6.8 says court users should not enter confidential or sensitive information, including information subject to a non-publication or suppression order, into a public artificial intelligence tool. Paragraph 6.10 requires particular caution where a generative tool assists with affidavit material, a witness statement, or another document that is a witness's evidence. Paragraph 6.12 requires particular caution for an expert report, which must comply with the relevant code of conduct or practice note. The footnote identifies Form 44A of the Supreme Court rules.
- Paragraph 7.1: content produced using artificial intelligence must be verified with meaningful human control.
- This version does not choose the court. The practice note applies when the proceeding is in the Supreme Court of Victoria.
Sources
- Limitation of Actions Act 1958 (Vic) s 5 · 2026-10-23
- Supreme Court of Victoria, Practice Note SC GEN 25, 14 May 2026 · 2026-10-23
- Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 9 · 2026-10-23
- Office of the Australian Information Commissioner: Australian Privacy Principles · 2026-10-23
- Office of the Australian Information Commissioner: notifiable data breaches · 2026-10-23
Read subsections (1AAA), (1AA) and (1A) before relying on the six years. This version does not state what they contain.
Keep medical and wage records in the firm's tool. Rule 9 of the uniform solicitors' conduct rules and Australian Privacy Principle 11 apply. A loss likely to result in serious harm may be notifiable.