Prepare a New South Wales client for an injury management meeting

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Key facts

Human involvement
YellowClose supervision
How AI is used
Draft a note the lawyer will settle, setting out that a plan may be established for a significant injury, that the insurer must give a weekly-payments statement in the terms of section 45(4), and that section 47 requires participation, compliance with the plan, and, when requested, nomination of a treating doctor and an authority. Do not tell the client to comply or refuse, and do not draft the authority.
What the lawyer must review
  • The lawyer settles the words the client sees, including the weekly-payments sentence.
  • Check that no authority was drafted and that the client is not told to comply or refuse.
  • Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
Written for / version
New South Wales versionNSWVICQLD

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. A meeting about an injury management plan.

Produce. A client note the lawyer settles, without an authority and without a comply-or-refuse instruction.

Have ready. Whether the incapacity is likely to last more than 7 continuous days; The questions the lawyer approved; Whether an authority has been requested.

Example of the limit. Illustrative example: A plan meeting is tomorrow and the insurer has asked for a doctor's authority. The draft tells the client the request was made and that the lawyer will prepare any authority. It does not tell the client to sign the insurer's form at the meeting.

Stop and hand it back when

  • The note tells the client they have lost weekly payments.
  • The note includes a drafted authority.

Sources for this task were checked on 2026-10-23.

Who does what

Who does what
RoleWhat they do
AssistanceDraft a note the lawyer will settle, setting out that a plan may be established for a significant injury, that the insurer must give a weekly-payments statement in the terms of section 45(4), and that section 47 requires participation, compliance with the plan, and, when requested, nomination of a treating doctor and an authority. Do not tell the client to comply or refuse, and do not draft the authority.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Significant injury is tied to the more-than-7-days definition before the plan duties are stated.
  2. The weekly-payments sentence matches section 45(4): it is about unreasonable failure after a request, and it is a statement the insurer must give.
  3. The note does not say payments have stopped.
  4. No authority is drafted.

Sources

The lawyer decides whether this injury appears to be a significant injury.

The client does not receive the note until the lawyer has settled it.

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