Prepare a subpoena for clinical records in a personal injury proceeding

Key facts

Human involvement
RedLawyer-led
How AI is used
From the lawyer's list of hospitals and treaters, draft a schedule of addressees, date ranges and document classes for the lawyer to settle. The tool does not write the subpoena or the request that is filed.
What the lawyer must review
  • The lawyer settles the addressee, the date range and the classes, and issues the subpoena.
  • Check whether leave is required before the timetable, and the return date.
  • Agree any redaction of third-party or sensitive entries before production is inspected.
  • Decide whether a loss likely to result in serious harm must be notified under the Privacy Act.
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
AssistanceSupporting preparation only. From the lawyer's list of hospitals and treaters, draft a schedule of addressees, date ranges and document classes for the lawyer to settle. The tool does not write the subpoena or the request that is filed. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human.
LawyerPerform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use.

Checklist

  1. Name the addressee as the rules require, and limit the date range to the injury.
  2. In Victoria, do not issue a production subpoena before a defence is filed without leave, where the practice note requires that leave.
  3. In Queensland, file a request for the registrar to issue the subpoena. The subpoena itself is not filed.
  4. Tell the other parties which records are sought so objections can be raised before the return.

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.

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