Record the first interview in a sourced file note

Key facts

Human involvement: YellowClose supervision
How AI is used: From the lawyer's notes of the interview, the tool makes a dated file note of the accident, the injury, treatment, work, who enquired, and which schemes the facts appear to touch.
What the lawyer must review: The lawyer settles the file note and decides which facts are recorded as instructions.
Keep the note in the file. Do not send it out, and do not treat it as evidence.
Check ASCR r 9, APP 11, and whether a breach is notifiable under the Privacy Act 1988 (Cth).
Written for / version: VIC NSW QLD

Open a jurisdiction version of this task to see which instruments apply: VIC NSW QLD

Who does what

Who does what
Role	What they do
Assistance	Do not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
Lawyer	Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

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
Checklist for an interpreted interview	Checklist	AI use Yellow	Checklist for running a personal injury interview with an interpreter: who speaks, how often to pause, and what the interpreter is not asked to explain.
First interview guide for a First Nations client	Checklist	AI use Yellow	A lawyer's guide for a first interview with an Aboriginal or Torres Strait Islander client, using the New South Wales Law Society guide and Legal Aid Queensland's practice points.