Reconcile the net sum payable after amounts brought to account
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a firm-controlled tool, set out the gross sum, each amount an opened section brings to account, the costs figure the lawyer supplies, and who is to receive or hold the balance. The tool does not calculate costs.
- What the lawyer must review
- The lawyer checks every figure, supplies the costs amount, and decides who may be paid.
- The lawyer applies the holding rule before treating a payment to the solicitor as permitted.
- The lawyer leaves Medicare, Centrelink and NDIS figures to be taken from their own clearances.
Open a jurisdiction version of this task to see which instruments apply: VICNSWQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | In a firm-controlled tool, set out the gross sum, each amount an opened section brings to account, the costs figure the lawyer supplies, and who is to receive or hold the balance. The tool does not calculate costs. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Trace the gross sum to the compromise or the order, and each deduction to an opened section or a clearance the lawyer supplies.
- Use the costs figure the lawyer supplies. Do not calculate costs, uplift or a scheme cap.
- Name the person or office that receives the balance, and apply section 59(1) or section 77 before naming the solicitor.
- Show a separate line, marked as not opened, where a work-injury repayment section was not found.
Sources
- Transport Accident Act 1986 (Vic) s 93 · 2026-10-23
- Transport Accident Commission: claims for common law damages · 2026-10-23
- WorkSafe Victoria: common law claim for damages · 2026-10-23
- Funds in Court: payment of funds into court · 2026-10-23
- WorkCover Queensland: common law damages · 2026-10-23
- Public Trustee Act 1978 (Qld) s 59 · 2026-10-23
- Motor Accident Insurance Commission: claim processing and settlement · 2026-10-23
- Civil Procedure Act 2005 (NSW) s 77 · 2026-10-23
- Workers Compensation Act 1987 (NSW) s 151A · 2026-10-23
- Motor Accident Injuries Act 2017 (NSW) s 3.40 · 2026-10-23
- Judicial Commission of NSW: persons under legal incapacity · 2026-10-23
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.
Health, wage and capacity records stay in a firm-controlled tool. The lawyer checks confidentiality under the conduct rules that bind the firm, whether the firm is an APP entity, Australian Privacy Principle 11 on security and destruction, and whether a loss would be notifiable under the Privacy Act 1988 (Cth). The serious-harm threshold page was not opened.