Check a key documents file against the list limits
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the proposed index, flag a medical record, a tax document, a superseded pleading, a service document, an overarching-obligations certificate, and any document that appears twice. The tool does not decide what is tendered.
- What the lawyer must review
- The lawyer decides what is included in the file given to the judge.
- Do not treat a document left out as unable to be tendered, or a document included as a tender.
- Keep medical records and tax documents out of that file unless the court has asked for them.
- Do not put clinical records into a public AI tool.
Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | From the proposed index, flag a medical record, a tax document, a superseded pleading, a service document, an overarching-obligations certificate, and any document that appears twice. The tool does not decide what is tendered. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open the flagged document. Do not rely on the index description alone.
- Where the note excludes medical records and tax documents as a matter of course, leave them out unless the court has included them.
- Check the file is one text-searchable PDF, bookmarked, with page numbers that match the display.
- Put documents that will be shown to a witness, and that do not belong in the key file, in the witness bundle.
Sources
- Supreme Court of Victoria, Practice Note SC CL 3, paragraphs 10.7 to 10.15 · 2026-10-23
- County Court of Victoria, Common Law Division Practice Note, paragraphs 8.18 to 8.24 · 2026-10-23
- District Court of NSW, Civil Practice Note 16, standard orders for hearings · 2026-10-23
- Supreme Court of Queensland, Practice Direction 9 of 2023, paragraphs 17 to 20 · 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.