Check the authority of a person enquiring for someone else
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- The tool lists the enquirer's stated relationship and any order or instrument the enquirer produces. It does not decide that the enquirer can give instructions.
- What the lawyer must review
- The lawyer checks any order or instrument against the rule that applies.
- A relative is not treated as authorised unless that rule says so.
- Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
Open a jurisdiction version of this task to see which instruments apply: VICNSWQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming the tool’s capability and 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
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Confirm that the actual tool, feature and processing terms permit use of this information, including access, retention, training and disclosure conditions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Capacity and instructions checklist | Checklist | AI use Yellow | Checklist for whether the injured person can instruct on the decision in front of them today. |
| Identity and authority checklist for a client overseas | Checklist | AI use Yellow | Checklist for taking instructions from a client who is overseas: how identity was seen, how the authority comes back, and that an apostille is not an identity check. |
Signed-in accounts can read the full text of each one. All precedents.