Map the treating evidence against the access or support criteria

Key facts

Human involvement
YellowClose supervision
How AI is used
From the treating and assessment reports the lawyer has selected, extract each statement about impairment, permanence, functional capacity and the support sought into a table set against the access requirements or against each s 34 criterion for the disputed support, citing report and page, and list the criteria with no evidence against them.
What the lawyer must review
The lawyer reads each report against the table, decides whether the evidence actually meets each criterion, identifies what further report is needed and from whom, and rejects any entry the tool has paraphrased beyond what the author said.
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 treating and assessment reports the lawyer has selected, extract each statement about impairment, permanence, functional capacity and the support sought into a table set against the access requirements or against each s 34 criterion for the disputed support, citing report and page, and list the criteria with no evidence against them.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Check each extracted statement against the page cited and remove any that summarise rather than quote the author's finding.
  2. Confirm the table applies the criteria as they stood when the decision was made, including the s 34 link between supports and impairments in force since 3 October 2024.
  3. Check whether the participant received a notice of impairment and that the table works from the impairments it lists.
  4. Confirm the gaps list names a qualified author for each missing piece of evidence and does not suggest what the author should conclude.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Request for internal review of an NDIA access or plan decisionLetterAI use YellowA letter asking the NDIA to review a reviewable decision, such as an access refusal or a plan approval, within the 3-month limit: the decision, what should be decided instead, why, and the evidence mapped to the legal criteria.
Letter to a treating practitioner or expert requesting evidence for NDIS access, supports or reviewLetterAI use YellowA letter asking a treating practitioner or independent expert for a report addressing the NDIS legal criteria: the impairment, its permanence, functional capacity, the effect of treatment and the supports needed, with neutral questions and the duty owed in a Tribunal review.
Evidence map for funded NDIS supportsChecklistAI use YellowA table that lines each requested support up with the reasonable-and-necessary points on the NDIA page, the evidence, and the gaps.

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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