---
title: "Record how instructions are taken from a client who is overseas"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/record-how-instructions-are-taken-from-a-client-who-is-overseas"
type: "task"
site: "AI Law Framework"
id: "A21-IN20261023-18"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

# Record how instructions are taken from a client who is overseas

> Draft a file note of the country the lawyer records, the means of the call, and the identity check the lawyer did.…

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/record-how-instructions-are-taken-from-a-client-who-is-overseas  
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 | 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 / versions | 1 jurisdiction versions below |

## Checking plan

**Check every instance**

The lawyer and the tool work together. The lawyer checks this output before it is used.

- What the AI does: 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 does: 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).
- 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. The country, the means of the call, and the identity check are what the lawyer recorded.
2. The note does not say the instructions are competent. The lawyer decides that.
3. The note does not say a signature outside Australia is valid.
4. In Queensland, confirm the conduct rule against the 2023 rules as amended on 25 September 2026.

## 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 and client information stays in a firm-controlled tool. A public tool is not used.
- No Electronic Transactions Act, remote-witnessing provision, or overseas-execution rule was opened.
- Victoria and New South Wales use the Uniform rule already stated. They have no separate version.

## Sources

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (NSW consolidation) r 8.1](https://classic.austlii.edu.au/au/legis/nsw/consol_reg/lpulascr2015658/s2.8.html) (checked 2026-10-23)
- [Queensland Law Society: Australian Solicitors Conduct Rules hub](https://www.qls.com.au/practising-law-in-qld/ethics/australian-solicitors-conduct-rules) (checked 2026-10-23)
- [OAIC: APP 11](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-11-app-11-security-of-personal-information) (checked 2026-10-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Identity and authority checklist for a client overseas](https://ailawframework.com/precedents/personal-injury-and-compensation/overseas-client-identity-and-authority.md) | Checklist | 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.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Queensland](https://ailawframework.com/practice/personal-injury-and-compensation/record-how-instructions-are-taken-from-a-client-who-is-overseas/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.*