Record the claim manager, rehabilitation provider and return to work coordinator contact
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the lawyer's note of a contact, draft a dated file note: the person's name and the role they gave, what was said about treatment or work, and anything the client was asked to sign or do. It does not agree to a plan.
- What the lawyer must review
- The lawyer settles the note and decides what, if anything, is agreed.
- The note is not a return to work plan and is not sent as one.
- Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. 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 |
|---|---|---|---|
| Letter to a scheme case manager | Letter | AI use Yellow | Letter telling a scheme or insurer case manager that the firm acts, who to contact, and which authority is enclosed. |
Signed-in accounts can read the full text of each one. All precedents.