---
title: "Prepare the letter of instruction to an expert for the tribunal review"
url: "https://ailawframework.com/practice/ndis-and-disability-law/prepare-the-letter-of-instruction-to-an-expert-for-the-tribunal-review"
type: "task"
site: "AI Law Framework"
id: "A55-N20261018-5"
practice_area: "NDIS & Disability Law"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Prepare the letter of instruction to an expert for the tribunal review

> 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…

Canonical page: https://ailawframework.com/practice/ndis-and-disability-law/prepare-the-letter-of-instruction-to-an-expert-for-the-tribunal-review  
Last reviewed: 2026-10-22

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

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [NDIS & Disability Law](https://ailawframework.com/practice/ndis-and-disability-law.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Source-by-source verification**

Trace relied-on content to independent sources and check for relevant material the output has missed.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Check each question is neutral and tied to a criterion in dispute, and does not suggest the answer.
2. 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.
3. Confirm the expert is told of their duty to assist the Tribunal impartially and of the disclosure obligations in the Expert Evidence Practice Direction.

## Notes

- 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.

## Sources

- [Administrative Review Tribunal: National Disability Insurance Scheme](https://www.art.gov.au/applying-review/national-disability-insurance-scheme) (checked 2026-10-18)
- [Administrative Review Tribunal (Use of Generative AI) Practice Direction 2026](https://www.art.gov.au/sites/default/files/2026-08/Administrative%20Review%20Tribunal%20%28Generative%20AI%29%20Practice%20Direction.pdf) (checked 2026-10-18)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Letter to a treating practitioner or expert requesting evidence for NDIS access, supports or review](https://ailawframework.com/precedents/ndis-and-disability-law/letter-to-treating-practitioner-for-ndis-evidence.md) | Letter | 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… |

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

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/ndis-and-disability-law/prepare-the-letter-of-instruction-to-an-expert-for-the-tribunal-review/united-states.md) | Red |

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