List the figures for a New South Wales interests advice

MaintainedLast reviewed

Key facts

Human involvement
RedLawyer-led
How AI is used
List only the settlement figures, the amounts sections 151A and 3.40 bring to account, and any manager's fee estimate the lawyer has accepted, each with its source. Write nothing of the advice, and nothing that goes into an affidavit.
What the lawyer must review
  • The lawyer writes the advice. The tool writes none of it
  • The test is the plaintiff's best interests. The tool does not apply it
  • Check every figure against its source before it is used
Written for / version
New South Wales versionNSWVICQLD

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

The work product

Forum. New South Wales

Produce. A sourced list of figures for the lawyer's interests advice.

Have ready. The settlement figures the lawyer has accepted; Any manager's fee estimate the lawyer has accepted; The subsection for each repayment.

Example of the limit. Illustrative example: The compromise is $200,000 and the lawyer has accepted a manager's fee estimate of $8,000. The list records both, with their sources. It does not say the compromise is in the plaintiff's best interests.

Stop and hand it back when

  • The tool would write the advice.
  • The tool would write a sentence into an affidavit.

Sources for this task were checked on 2026-10-23.

Who does what

Who does what
RoleWhat they do
AssistanceSupporting preparation only. List only the settlement figures, the amounts sections 151A and 3.40 bring to account, and any manager's fee estimate the lawyer has accepted, each with its source. Write nothing of the advice, and nothing that goes into an affidavit. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. The bench book states the test for approval as whether the court is satisfied the compromise is in the best interests of the plaintiff. The list does not apply that test and does not say what the court should do.
  2. The bench book says the cost of management is often recoverable as damages and is a factor in the adequacy of the settlement, including supervision by the NSW Trustee where the manager is someone else. The list records a fee estimate only where the lawyer has accepted one. It does not say the fee will be recovered.
  3. Each repayment is tied to section 151A or section 3.40, and the holding of the balance is noted as section 77(2) where that section applies. The list does not calculate costs.
  4. Practice note SC Gen 23, paragraph 10, says generative artificial intelligence must not generate the content of an affidavit or other evidence. The lawyer writes the advice and any evidence. This list is neither.

Sources

Health and wage records stay in a firm-controlled tool. The lawyer applies ASCR r 9 and APP 11, and decides whether any breach is notifiable under the Privacy Act 1988 (Cth).

The bench book says that, in general, the compromise should not be on an inclusive-of-costs basis. If the lawyer has marked it that way, the list records the mark and does not resolve it.

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