Adapt a personal injury release to the agreed compromise
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a firm-controlled tool, adapt the operative release to the parties, the claims released, the benefits that continue or stop, and the amounts that must be held, and mark where approval is still required before it binds. Leave Commonwealth compensation-recovery clauses to their own task.
- What the lawyer must review
- The lawyer settles every operative clause and confirms who can sign.
- The lawyer confirms whether approval is still required before the release binds the person.
- The lawyer leaves Medicare, Centrelink and NDIS recovery clauses in the live deed task.
Open a jurisdiction version of this task to see which instruments apply: VICNSWQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the parties, the claims released, and the benefits that continue or stop, each against the compromise and an opened source.
- Mark that the document does not itself approve a compromise that rule 15.08, section 59 or section 76 still requires to be approved.
- Leave Medicare, Centrelink and NDIS recovery clauses out. They belong to the live deed task.
- Where a scheme page requires a signed acknowledgement, record its words and who explains them. Do not treat that form as the sanction.
Sources
- Supreme Court (General Civil Procedure) Rules 2025 r 15.08 (as made) · 2026-10-23
- Funds in Court: approvals of compromise · 2026-10-23
- Transport Accident Act 1986 (Vic) s 93 · 2026-10-23
- Transport Accident Commission: claims for common law damages · 2026-10-23
- WorkSafe Victoria: common law claim for damages · 2026-10-23
- Public Trustee Act 1978 (Qld) s 59 · 2026-10-23
- Motor Accident Insurance Commission: claim processing and settlement · 2026-10-23
- WorkCover Queensland: common law damages · 2026-10-23
- Civil Procedure Act 2005 (NSW) s 76 · 2026-10-23
- Civil Procedure Act 2005 (NSW) s 77 · 2026-10-23
- Workers Compensation Act 1987 (NSW) s 151A · 2026-10-23
- Motor Accident Injuries Act 2017 (NSW) s 3.40 · 2026-10-23
- Judicial Commission of NSW: persons under legal incapacity · 2026-10-23
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.
Health, wage and capacity records stay in a firm-controlled tool. The lawyer checks confidentiality under the conduct rules that bind the firm, whether the firm is an APP entity, Australian Privacy Principle 11 on security and destruction, and whether a loss would be notifiable under the Privacy Act 1988 (Cth). The serious-harm threshold page was not opened.
The release is signed by a client or another party, so the lawyer checks every line. It is not filed as the approval evidence.