Index the papers brought to a Victorian first interview
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a firm-controlled tool, make a table with one row per document brought in: date, author, a short description taken from the document, and page count. The tool adds no narrative and does not say what the document proves or which scheme it belongs to.
- What the lawyer must review
- Check each row against the paper before the index is used.
- Do not let the index classify a letter as TAC or WorkSafe.
- Keep the papers in a firm-controlled tool. Decide if a breach is notifiable under the Privacy Act 1988 (Cth).
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. Victoria: index of papers brought to the first injury interview
Produce. A table of the papers brought to the first interview, one row per document, checked by the lawyer.
Have ready. The papers brought in; Page counts.
Example of the limit. Illustrative example: The client brings a TAC letter and a WorkSafe letter. The index has two rows, each with the date and the author copied from the letter. It does not say which scheme applies. The lawyer checks both rows.
Stop and hand it back when
- The index would say what a document proves.
- The papers would be indexed in a public tool.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | In a firm-controlled tool, make a table with one row per document brought in: date, author, a short description taken from the document, and page count. The tool adds no narrative and does not say what the document proves or which scheme it belongs to. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- One row per document. Copy the date, author and description from the document. Add no narrative.
- Do not mark a letter as a journey claim or a during-work claim. The lawyer uses the index to look.
- Keep personal information in a firm-controlled tool. APP 11.1 and APP 11.2 are the lawyer's check, including whether the firm is an APP entity.
- The index is not evidence and it is not sent out.
Sources
- Transport Accident Commission: work-related compensation policy · 2026-10-23
- OAIC: Australian Privacy Principle 11 guidelines · 2026-10-23
The columns do not change between states. The Victorian use of the index is to let the lawyer see whether a letter is about a journey transport accident or a during-the-course-of-work transport accident, which the TAC work-related policy treats differently. The tool does not classify the letter.
The OAIC guidelines say APP 11.1 requires an APP entity that holds personal information to take reasonable steps to protect it from misuse, interference and loss, and from unauthorised access, modification or disclosure. APP 11.2 requires reasonable steps to destroy or de-identify personal information once it is no longer needed for a permitted purpose, unless it is in a Commonwealth record or an Australian law or a court or tribunal order requires it to be kept. The lawyer checks whether the firm is an APP entity. The Notifiable Data Breaches scheme text was not opened. The checking note still asks the lawyer to decide whether a breach would be notifiable under the Privacy Act 1988 (Cth).