Check a client's draft description before a Victorian scheme claim is lodged
MaintainedLast reviewed
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- In a firm-controlled tool, compare the client's draft description of a Victorian work or transport injury with the records, and list statements the records do not support.
- What the lawyer must review
- Check each statement in the draft against the records before lodgement.
- Do not complete an authority or any verification part of the form.
- Keep the records in a firm-controlled tool. ASCR r 9 and APP 11 apply.
Rules that apply
The document starts from the task name. Change it if this piece of work is different.
The work product
Forum. Victoria: description lodged with a WorkSafe claim or a TAC Part 3 claim
Produce. A marked-up comparison of the draft description against the records, for the lawyer to settle before lodgement.
Have ready. Client's draft description; Clinical records; Wage records; The claim form's questions.
Example of the limit. Illustrative example: The draft says the pain started at once. The first certificate records a later onset. The tool places the two statements side by side. The lawyer decides what the lodged description says.
Stop and hand it back when
- The draft would have to be turned into a verification or an authority.
- The supporting records are not in the file.
Sources for this task were checked on 2026-10-23.
Who does what
| Role | What they do |
|---|---|
| Assistance | In a firm-controlled tool, compare the client's draft description of a Victorian work or transport injury with the records, and list statements the records do not support. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- List each statement about date, mechanism, body part, symptoms and time off work that the records do not support, with the page that conflicts.
- Keep the WorkSafe written report to the employer (as soon as possible and within 30 days) separate from the TAC Part 3 claim time in section 68.
- Do not rewrite the client's account into a verification, an authority, or a certificate.
- Leave inconsistent accounts for the lawyer. An inconsistency may be innocent.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Injury intake questionnaire | Form | AI use Yellow | Questions for the first contact with an injured person: who is enquiring, age and capacity, how the injury happened, which schemes might apply, treatment and work, and the documents to keep. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- WorkSafe Victoria: What to do when you have been injured at work · 2026-10-23
- Transport Accident Act 1986 (Vic) section 68 · 2026-10-23
- Supreme Court of Victoria Practice Note SC GEN 25 · 2026-10-23
No Victorian claim form was opened that contains a statutory declaration. Do not assert that one does. Do not write into an authority or a verification part.
Keep health, wage and scheme records in a firm-controlled tool. ASCR r 9 and APP 11 apply. A breach may be notifiable under the Privacy Act 1988 (Cth).
If the product supports a court document, apply the note for that court: Supreme Court Practice Note SC GEN 25 (14 May 2026), the County Court practice note on artificial intelligence by court users (5 June 2026), or the Magistrates' Court guidelines issued 19 October 2026. One tool cannot verify another. Do not put confidential or sensitive information into a public tool.