Account for NDIS supports when settling a participant’s compensation claim
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the client’s NDIS plan, the supports funded since the injury and the proposed settlement, list the supports that relate to the compensable injury, the period and amounts, and the heads of damages in the settlement that may cover the same needs, and draft the notification to the agency from the approved template.
- What the lawyer must review
- The lawyer decides how the compensation operational guideline applies to the client’s plan and settlement, advises the client on the effect of the settlement on future NDIS supports and any amount the agency may seek, and settles the notification and the settlement advice.
Open a jurisdiction version of this task to see which instruments apply: NSWQLDVIC
Who does what
| Role | What they do |
|---|---|
| Assistance | From the client’s NDIS plan, the supports funded since the injury and the proposed settlement, list the supports that relate to the compensable injury, the period and amounts, and the heads of damages in the settlement that may cover the same needs, and draft the notification to the agency from the approved template. |
| 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 support listed against the plan and the injury it relates to.
- Confirm the settlement heads of damages are identified before comparing them with supports.
- Check the guideline version on the agency’s site on the day of advice.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| NDIS compensation: what to tell the agency before and after settlement | Checklist | AI use Yellow | Checklist for telling the NDIA about compensation, and for the recoverable amount and compensation reduction amount as the NDIA page describes them. |
| Settlement advice letter before a personal injury release is signed | Letter | AI use Yellow | Letter to the injured person before a personal injury settlement is signed, with blanks for the lawyer's view on liability, the ranges, the recommendation, and the costs figures required before settlement. |
| Client checklist after a personal injury settlement | Checklist | AI use Yellow | What a client does after a personal injury settlement is signed: Medicare, Centrelink, the NDIS, tax, and money held for a child. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- NDIS — What is compensation · 2026-10-18
- NDIS — Compensation Operational Guideline · 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.