Plan a first conference so the account is not turned into a draft

Key facts

Human involvement
YellowClose supervision
How AI is used
From the firm's conference checklist and the support needs the lawyer has already marked, prepare a conference plan: who may attend, breaks, which records to collect before any account is taken, and which published guideline applies if the defendant is the State. Write none of the survivor's account, and write no outline of evidence.
What the lawyer must review
  • The lawyer takes any account, in the client's words, and decides what is recorded.
  • Do not let a plan become a draft the client is asked to adopt.
  • If the defendant is the State, read that State's guideline on trauma, apology and confidentiality.
  • Keep the file in the firm's system. Confidentiality, APP 11 and a notifiable-breach check apply.
Written for / version
NSWVICQLD

Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD

Who does what

Who does what
RoleWhat they do
AssistanceFrom the firm's conference checklist and the support needs the lawyer has already marked, prepare a conference plan: who may attend, breaks, which records to collect before any account is taken, and which published guideline applies if the defendant is the State. Write none of the survivor's account, and write no outline of evidence.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. The plan lists records to collect. It does not summarise what the client says happened.
  2. If the defendant is a State agency, name the guideline that was opened and whether that page says it is binding.
  3. In a New South Wales claim against the State, warn that principle 17 records a police-reporting acknowledgement, before the account is sent to the agency.
  4. Do not create a document for the client to sign, adopt or verify.

Sources

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.

Before any output is used in a court document, read the forum's generative AI rule: Victoria, Supreme Court Practice Note SC Gen 25; New South Wales, Practice Note SC Gen 23; Queensland, the courts' generative AI page and Supreme Court Practice Direction 5 of 2025.

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