Prepare the letter of instruction to an expert for the tribunal review
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Working with the lawyer from the issues list, the evidence-to-criteria table and the firm's precedent, draft the letter asking the treating or independent expert the questions the Tribunal must answer, with the documents to be provided and the Expert Evidence Practice Direction obligations attached.
- What the lawyer must review
- The lawyer settles the questions so they do not lead the expert, decides which documents the expert receives, and checks the letter against the Tribunal's Expert Evidence Practice Direction before it is sent.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Working with the lawyer from the issues list, the evidence-to-criteria table and the firm's precedent, draft the letter asking the treating or independent expert the questions the Tribunal must answer, with the documents to be provided and the Expert Evidence Practice Direction obligations attached. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Check each question is neutral and tied to a criterion in dispute, and does not suggest the answer.
- Decide whether any document in the brief is an AI summary or analysis, and if so whether the expert's reliance on it requires disclosure under paragraph 3.11 of the Practice Direction.
- Confirm the expert is told of their duty to assist the Tribunal impartially and of the disclosure obligations in the Expert Evidence Practice Direction.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Letter to a treating practitioner or expert requesting evidence for NDIS access, supports or review | Letter | AI use Yellow | A 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. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- Administrative Review Tribunal: National Disability Insurance Scheme · 2026-10-18
- Administrative Review Tribunal (Use of Generative AI) Practice Direction 2026 · 2026-10-18
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.