Record how instructions are taken from a client who is overseas
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Draft a file note of the country the lawyer records, the means of the call, and the identity check the lawyer did. It does not decide that the instructions are competent, and it does not say a document signed outside Australia is valid.
- What the lawyer must review
- The lawyer decides whether the instructions are lawful, proper, and competent.
- The note does not say how a document must be signed.
- Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
- Written for / version
- QLD
Open a jurisdiction version of this task to see which instruments apply: QLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording and identifying points for review. 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Identity and authority checklist for a client overseas | Checklist | AI use Yellow | Checklist for taking instructions from a client who is overseas: how identity was seen, how the authority comes back, and that an apostille is not an identity check. |
Signed-in accounts can read the full text of each one. All precedents.