---
title: "Record the first interview in a sourced file note"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/record-the-first-interview-in-a-sourced-file-note"
type: "task"
site: "AI Law Framework"
id: "A21-IN20261023-5"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

# Record the first interview in a sourced file note

> 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.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/record-the-first-interview-in-a-sourced-file-note  
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 | 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 / versions | 3 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: 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 does: The lawyer settles the file note and decides which facts are recorded as instructions. The note is not sent out and is not treated as evidence. 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. Confirm every fact in the note is tied to the interview record the lawyer made, with its date.
2. Confirm the note does not calculate a deadline and does not say a scheme applies.
3. Confirm the note has not been written as evidence and has not been sent to the client or any other person.
4. Confirm no interview content was entered in a public AI tool.

## 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.

## Sources

- [Supreme Court of Victoria: practice note SC Gen 25](https://www.supremecourt.vic.gov.au/areas/legal-resources/practice-notes/sc-gen-25-the-use-of-artificial-intelligence-by-court-users) (checked 2026-10-23)
- [Supreme Court of NSW: practice note SC Gen 23](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf) (checked 2026-10-23)
- [Queensland courts: using generative AI](https://www.courts.qld.gov.au/going-to-court/prepare-for-court/representing-yourself/using-generative-ai) (checked 2026-10-23)
- [Motor Accident Insurance Act 1994 (Qld), s 37](https://classic.austlii.edu.au/au/legis/qld/consol_act/maia1994243/s37.html) (checked 2026-10-23)
- [Personal Injuries Proceedings Act 2002 (Qld), s 9](https://classic.austlii.edu.au/au/legis/qld/consol_act/pipa2002314/s9.html) (checked 2026-10-23)
- [Personal Injuries Proceedings Act 2002 (Qld), s 6](https://classic.austlii.edu.au/au/legis/qld/consol_act/pipa2002314/s6.html) (checked 2026-10-23)
- [Workers Compensation Act 1987 (NSW), s 10](https://classic.austlii.edu.au/au/legis/nsw/consol_act/wca1987255/s10.html) (checked 2026-10-23)
- [Motor Accident Injuries Act 2017 (NSW), s 3.35](https://classic.austlii.edu.au/au/legis/nsw/consol_act/maia2017245/s3.35.html) (checked 2026-10-23)
- [Limitation Act 1969 (NSW), s 50F](https://classic.austlii.edu.au/au/legis/nsw/consol_act/la1969133/s50f.html) (checked 2026-10-23)
- [TAC: work related compensation policy](https://www.tac.vic.gov.au/clients/how-we-can-help/treatments-and-services/policies/other/work-related-compensation) (checked 2026-10-23)
- [Limitation of Actions Act 1958 (Vic), s 27D and s 27E](https://www.austlii.edu.au/au/legis/vic/consol_act/loaa1958226/s27e.html) (checked 2026-10-23)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Checklist for an interpreted interview](https://ailawframework.com/precedents/personal-injury-and-compensation/interpreter-interview-checklist.md) | Checklist | 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](https://ailawframework.com/precedents/personal-injury-and-compensation/first-nations-interview-guide.md) | Checklist | 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.… |

Signed-in accounts can read the full text of each one.

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [Victoria](https://ailawframework.com/practice/personal-injury-and-compensation/record-the-first-interview-in-a-sourced-file-note/victoria.md) | Yellow |
| [New South Wales](https://ailawframework.com/practice/personal-injury-and-compensation/record-the-first-interview-in-a-sourced-file-note/new-south-wales.md) | Yellow |
| [Queensland](https://ailawframework.com/practice/personal-injury-and-compensation/record-the-first-interview-in-a-sourced-file-note/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.*