Sort clinical records produced to the court and flag third-party pages
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the produced records, build a page index that marks the date, the author and any page naming a person other than the client. The tool does not decide what may be inspected or copied.
- What the lawyer must review
- Keep clinical records in a firm-controlled tool. Do not put them in a public AI tool.
- Conduct rule 9.1 bars disclosure of confidential client information, with the exceptions in rule 9.2.
- Take reasonable steps under APP 11 to protect the records from loss or unauthorised access.
- Decide whether a loss likely to result in serious harm must be notified under the Privacy Act.
Open a jurisdiction version of this task to see which instruments apply: NSWVICQLD
Who does what
| Role | What they do |
|---|---|
| Assistance | From the produced records, build a page index that marks the date, the author and any page naming a person other than the client. The tool does not decide what may be inspected or copied. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open the produced set and check the flag against the page, not against the index alone.
- Hold back pages that name another patient until the lawyer decides the claim of confidence.
- Record what was copied and what was returned to the court.
- Use a firm-controlled tool. A public tool is not used for these records.
Sources
- Supreme Court of Victoria, Practice Note SC CL 3, paragraph 6.3 · 2026-10-23
- Supreme Court of Victoria, Practice Note SC GEN 25 (14 May 2026) · 2026-10-23
- Supreme Court of NSW, Practice Note SC GEN 23 (commenced 3 February 2025) · 2026-10-23
- District Court of NSW, Civil Practice Note 16, paragraphs 27 and 28 · 2026-10-23
- Legal Profession Uniform Law Australian Solicitors' Conduct Rules, r 9 · 2026-10-23
- OAIC, APP 11 · 2026-10-23
- OAIC, Notifiable data breaches · 2026-10-23
- Queensland Courts, Using generative AI · 2026-10-23
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.