Index statutory-benefits and workers compensation papers as separate documents
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Make a table with one row per document the client brought in: date, author, a short description taken from the document, and page count. Add no narrative and do not say what the document proves. Keep a statutory-benefits letter and a workers compensation letter on separate rows.
- What the lawyer must review
- Check each row against the document
- Do not say what any document proves
- The index does not inform either insurer
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 document index with one row per paper brought to the interview.
Have ready. The documents the client brought in; The date, author and page count of each.
Example of the limit. Illustrative example: The client brings a statutory-benefits acknowledgement and a wages schedule from the employer. The index has two rows. It does not say the injury was work-related.
Stop and hand it back when
- A document has no date or author and the tool would invent one.
- The index would be sent to an insurer.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | Make a table with one row per document the client brought in: date, author, a short description taken from the document, and page count. Add no narrative and do not say what the document proves. Keep a statutory-benefits letter and a workers compensation letter on separate rows. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Give a statutory-benefits letter and a workers compensation letter their own rows, even where they concern the same injury. Do not combine them into one description.
- Section 3.35(7) requires a person who claims both to inform both insurers, unless they would already know. An index on the file does not send that information.
- Practice note SC Gen 23, paragraph 9B, allows an index of documents. Paragraph 10 says generative artificial intelligence must not generate the content of a person's evidence. The index adds no narrative.
- Health and wage records in the bundle stay in a firm-controlled tool.
Sources
- Motor Accident Injuries Act 2017 (NSW), in force from 10 June 2026, section 3.35 · 2026-10-23
- Supreme Court of NSW, Practice Note SC Gen 23, paragraphs 9B and 10 · 2026-10-23
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).