---
title: "Sort clinical records produced to the court and flag third-party pages"
url: "https://ailawframework.com/practice/personal-injury-and-compensation/sort-clinical-records-produced-to-the-court-and-flag-third-party-pages"
type: "task"
site: "AI Law Framework"
id: "A21-LT20261023-4"
practice_area: "Personal Injury & Compensation (workers compensation, CTP/TAC, medical negligence)"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-25"
---

# Sort clinical records produced to the court and flag third-party pages

> 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.

Canonical page: https://ailawframework.com/practice/personal-injury-and-compensation/sort-clinical-records-produced-to-the-court-and-flag-third-party-pages  
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 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. |
| Written for / versions | 3 jurisdiction versions below |

## Checking plan

**Page-by-page check**

The lawyer decides which pages may be inspected. The tool only indexes and flags.

- What the AI does: 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 does: Keep clinical records in a firm-controlled tool. Do not put them in a public AI tool. 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.
- 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. Open the produced set and check the flag against the page, not against the index alone.
2. Hold back pages that name another patient until the lawyer decides the claim of confidence.
3. Record what was copied and what was returned to the court.
4. Use a firm-controlled tool. A public tool is not used for these records.

## 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.

## Sources

- [Supreme Court of Victoria, Practice Note SC CL 3, paragraph 6.3](https://www.supremecourt.vic.gov.au/sites/default/files/2026-06/SC%20CL%203%20-%20Personal%20Injuries%20Litigation.pdf) (checked 2026-10-23)
- [Supreme Court of Victoria, Practice Note SC GEN 25 (14 May 2026)](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 (commenced 3 February 2025)](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf) (checked 2026-10-23)
- [District Court of NSW, Civil Practice Note 16, paragraphs 27 and 28](https://districtcourt.nsw.gov.au/documents/practice-notes/district-court-pn---civil/District_Court_Civil_Practice_Note_16_-_Case_Management_in_the_General_List_004.pdf) (checked 2026-10-23)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules, r 9](https://www.austlii.edu.au/cgi-bin/viewdoc/au/legis/wa/consol_reg/lpulascr2015658/s9.html) (checked 2026-10-23)
- [OAIC, APP 11](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-11-app-11-security-of-personal-information) (checked 2026-10-23)
- [OAIC, Notifiable data breaches](https://www.oaic.gov.au/privacy/notifiable-data-breaches) (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)

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [New South Wales](https://ailawframework.com/practice/personal-injury-and-compensation/sort-clinical-records-produced-to-the-court-and-flag-third-party-pages/new-south-wales.md) | Yellow |
| [Victoria](https://ailawframework.com/practice/personal-injury-and-compensation/sort-clinical-records-produced-to-the-court-and-flag-third-party-pages/victoria.md) | Yellow |
| [Queensland](https://ailawframework.com/practice/personal-injury-and-compensation/sort-clinical-records-produced-to-the-court-and-flag-third-party-pages/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.*