---
title: "Reconcile the net sum payable after amounts brought to account"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-net-sum-payable-after-amounts-brought-to-account"
type: "task"
site: "AI Law Framework"
id: "A21-ST20261023-7"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

# Reconcile the net sum payable after amounts brought to account

> 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.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-net-sum-payable-after-amounts-brought-to-account  
Last reviewed: 2026-10-25

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)](https://ailawframework.com/practice/personal-injury-and-compensation.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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. |
| Written for / versions | 3 jurisdiction versions below |

## Checking plan

**Line-by-line review**

Tick each figure back to the compromise, the clearance or the lawyer's costs input, and name who receives the balance.

- What the AI does: 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 does: 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.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Practical workflow informed by the linked primary sources; the traffic light and working checks are editorial guidance, not a court classification.
- Why: The level reflects what the work is, the consequence of an error, and how much of the output the lawyer must independently re-derive.

## Checks the lawyer makes

1. Trace the gross sum to the compromise or the order, and each deduction to an opened section or a clearance the lawyer supplies.
2. Use the costs figure the lawyer supplies. Do not calculate costs, uplift or a scheme cap.
3. Name the person or office that receives the balance, and apply section 59(1) or section 77 before naming the solicitor.
4. Show a separate line, marked as not opened, where a work-injury repayment section was not found.

## Notes

- 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.

## Sources

- [Transport Accident Act 1986 (Vic) s 93](https://www.austlii.edu.au/au/legis/vic/consol_act/taa1986204/s93.html) (checked 2026-10-23)
- [Transport Accident Commission: claims for common law damages](https://www.tac.vic.gov.au/clients/how-we-can-help/treatments-and-services/policies/other/lump-sum-damages-common-law) (checked 2026-10-23)
- [WorkSafe Victoria: common law claim for damages](https://www.worksafe.vic.gov.au/common-law-claim-damages) (checked 2026-10-23)
- [Funds in Court: payment of funds into court](https://fundsincourt.vic.gov.au/for-legal-other-professionals/approvals-of-compromise-payment-of-funds-into-court/) (checked 2026-10-23)
- [WorkCover Queensland: common law damages](https://www.worksafe.qld.gov.au/workers-compensation/compensation-claims/common-law-claims/common-law-damages) (checked 2026-10-23)
- [Public Trustee Act 1978 (Qld) s 59](https://classic.austlii.edu.au/au/legis/qld/consol_act/pta1978179/s59.html) (checked 2026-10-23)
- [Motor Accident Insurance Commission: claim processing and settlement](https://maic.qld.gov.au/after-an-accident/claim-processing-and-settlement/) (checked 2026-10-23)
- [Civil Procedure Act 2005 (NSW) s 77](https://classic.austlii.edu.au/au/legis/nsw/consol_act/cpa2005167/s77.html) (checked 2026-10-23)
- [Workers Compensation Act 1987 (NSW) s 151A](https://www.austlii.edu.au/au/legis/nsw/consol_act/wca1987255/s151a.html) (checked 2026-10-23)
- [Motor Accident Injuries Act 2017 (NSW) s 3.40](https://classic.austlii.edu.au/au/legis/nsw/consol_act/maia2017245/s3.40.html) (checked 2026-10-23)
- [Judicial Commission of NSW: persons under legal incapacity](https://www.judcom.nsw.gov.au/publications/benchbks/civil/persons_under_legal_incapacity.html) (checked 2026-10-23)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Victoria](https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-net-sum-payable-after-amounts-brought-to-account/victoria.md) | Yellow |
| [New South Wales](https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-net-sum-payable-after-amounts-brought-to-account/new-south-wales.md) | Yellow |
| [Queensland](https://ailawframework.com/practice/personal-injury-and-compensation/reconcile-the-net-sum-payable-after-amounts-brought-to-account/queensland.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*