Prepare the client for a meeting about return to work
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft a short note the client can take to the meeting, using only the questions the lawyer has approved, and a line that the client does not sign anything at the meeting unless the lawyer has said so. It does not say what the client should agree to.
- What the lawyer must review
- The lawyer settles every sentence the client will see.
- The note does not tell the client to accept or refuse a plan.
- 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: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm 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
- 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.