Prepare a Victorian client for a return to work meeting
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft a short note that asks for the co-ordinator's name and contact details and lists only the questions the lawyer approved. Say the client does not sign a plan at the meeting unless the lawyer has said so. Do not allege a breach of section 106 or 107.
- What the lawyer must review
- The lawyer settles every sentence the client will see.
- The note does not allege that the employer is in breach.
- Check ASCR r 9, APP 11, and whether 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. A client meeting with a return to work co-ordinator.
Produce. A short note the client can take, with no breach allegation.
Have ready. The questions the lawyer approved; Whether a co-ordinator has been named; Whether the lawyer has allowed anything to be signed.
Example of the limit. Illustrative example: The client is meeting the co-ordinator tomorrow. The note lists three questions the lawyer wrote and says not to sign the hours sheet. It does not say the employer broke the Act.
Stop and hand it back when
- The note tells the client to agree to the hours.
- The note alleges a penalty.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | Draft a short note that asks for the co-ordinator's name and contact details and lists only the questions the lawyer approved. Say the client does not sign a plan at the meeting unless the lawyer has said so. Do not allege a breach of section 106 or 107. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- The questions are the lawyer's questions.
- The note tells the client not to sign unless the lawyer has said so.
- Section 107 is described as an information duty, not as a finding that it was breached.
- No remuneration figure appears.
Sources
- Workplace Injury Rehabilitation and Compensation Act 2013 (Vic) s 107 · 2026-10-23
- Workplace Injury Rehabilitation and Compensation Act 2013 (Vic) s 106 · 2026-10-23
The WorkSafe page's 180 and 900 penalty figures are not put in the client note.
The note is given to the client only after the lawyer settles it.