Sort a warning allegation out of section 59 before the peer test

MaintainedLast reviewed

Key facts

Human involvement
YellowClose supervision
How AI is used
From the allegations and the records the lawyer has selected, make a table with one row per allegation, marking treatment or a warning, advice or other information, and naming the section the lawyer has assigned. Do not decide breach.
What the lawyer must review
  • The lawyer assigns the section. The tool does not decide breach.
  • Keep a warning allegation off the peer-opinion section the opened text excludes.
  • Keep health and wage records in a firm-controlled tool, not a public one.
  • ASCR r 9 and APP 11 apply. Decide if a breach is notifiable under the Privacy Act 1988 (Cth).
Written for / version
Victoria versionVICNSWQLD

Rules that apply

The document starts from the task name. Change it if this piece of work is different.

The work product

Forum. Victoria. Treatment allegations sorted before a peer-opinion section is applied.

Produce. A table of allegations marked as treatment or warning, for the lawyer to settle.

Have ready. Allegations the lawyer has selected; The section the lawyer assigns to each row.

Example of the limit. Illustrative example: One allegation is about the operation and one is about what was said before it. The table marks them in separate rows. It does not decide breach.

Stop and hand it back when

  • The tool is asked to decide breach or to write a pleading.
  • The lawyer has not assigned a section.

Sources for this task were checked on 2026-10-23.

Who does what

Who does what
RoleWhat they do
AssistanceFrom the allegations and the records the lawyer has selected, make a table with one row per allegation, marking treatment or a warning, advice or other information, and naming the section the lawyer has assigned. Do not decide breach.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Mark each allegation as treatment, or as a warning or other information.
  2. Section 59 asks whether the professional acted in a manner widely accepted in Australia by a significant number of respected practitioners in the field as competent professional practice.
  3. Peer opinion need not be universally accepted. It cannot be relied on if the court determines it is unreasonable. Written reasons are required unless a jury determines the matter.
  4. Section 60 takes a warning, or other information about a risk or other matter associated with the service, outside section 59.

Sources

Section 60 says "a warning or other information". It does not use the word advice. Do not add it.

If this is filed in the Supreme Court of Victoria, Practice Note SC Gen 25, issued on 14 May 2026, calls for particular caution with affidavit material and expert reports, and says confidential information should not go into a public AI tool.

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