Record the authority to accept a compromise and whether approval is still required

Key facts

Human involvement
YellowClose supervision
How AI is used
In a firm-controlled tool, draft a short authority to accept that names the sum, who signs, and whether the opened rules still require approval before the compromise binds. The tool writes nothing that is filed with a court.
What the lawyer must review
  • The lawyer decides who can sign, and settles the authority.
  • The lawyer confirms the authority is an instruction, and that approval may still be required.
  • The lawyer checks the date of birth where turning 18 is said to remove the need for approval.
Written for / version
VICNSWQLD

Open a jurisdiction version of this task to see which instruments apply: VICNSWQLD

Who does what

Who does what
RoleWhat they do
AssistanceIn a firm-controlled tool, draft a short authority to accept that names the sum, who signs, and whether the opened rules still require approval before the compromise binds. The tool writes nothing that is filed with a court.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Match the sum and the parties to the compromise the lawyer has approved for the purpose of taking instructions.
  2. Name the signer and why that person is asked to sign, and say in the authority if court or public-trustee approval is still required.
  3. Where turning 18 is relied on, check the date of birth against the day of the agreement and section 76(3A).
  4. Write nothing that is filed. Supporting evidence for an approval application is the lawyer's.

Sources

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.

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