Practice area
Social Security & Veterans' Entitlements
Social security and veterans’ entitlement decisions, including debts, cancellations, refused claims and pension refusals, from the first review onwards.
Jurisdiction
Tasks
GreenLawyer reviewYellowClose supervisionRedLawyer-led
| Task | How AI is used | Human involvement | What the lawyer must review |
|---|---|---|---|
| Build the Centrelink or DVA decision, debt and review-deadline register | From the Centrelink or DVA letters the lawyer uploads, extract each decision, the provision named, the amount of any debt, the date of notice, and the review deadlines that apply to it: the 13-week arrears point, any 90-day or 28-day limit, the second-review deadline, or the VRB 12-month and 3-month dates. | GreenLawyer review | The lawyer confirms each date against the letter and when it was received, decides which limit applies to the decision type, and diarises it. |
| Rebuild a Centrelink debt calculation from the payment and income records | Working with the lawyer, lay out the payment history and the client's actual earnings fortnight by fortnight from payslips and bank records, apply the rate rules the lawyer specifies, and show the difference between what was paid and what was payable in each fortnight. | YellowClose supervision | The lawyer chooses the rate rules, recomputes each fortnight independently, checks no income has been averaged or apportioned without a legal basis, and decides whether a debt exists and in what amount. |
| Advise on waiver or write-off of a social security debt | From the file, extract the client's circumstances, the cause of the debt and any statements the client made to Centrelink into a table set against the waiver and write-off provisions the lawyer names. The tool does not write the advice. | RedLawyer-led | The lawyer decides whether the debt arose from a knowing false statement, whether special circumstances other than financial hardship alone make waiver desirable, whether write-off is the better course, and writes the advice. |
| Prepare the formal review request to an Authorised Review Officer | Working with the lawyer from the decision letter, the debt reconciliation or impairment table and the firm's template, draft the formal review request with the decision, the outcome sought, the grounds and the further evidence enclosed. | YellowClose supervision | The lawyer settles the grounds, checks every fact against the records, asks for repayments to be paused where a debt is involved, and confirms the request is lodged in time to keep arrears. |
| Map the medical evidence against the Disability Support Pension impairment tables | Working with the lawyer from the medical reports, extract for each condition the diagnosis, treatment, whether it is said to be stabilised, and the functional findings, and set them against the descriptors of the Impairment Table the lawyer selects, with report and page references. | YellowClose supervision | The lawyer decides which Tables apply by claim date, whether each condition is diagnosed, reasonably treated and stabilised, what rating each Table supports, and whether the 20-point and Program of Support rules are met. |
| Prepare the tribunal submissions on a Centrelink first review | Working with the lawyer from the ARO decision, the reconciliation or impairment table and the evidence, draft the facts with references and the contentions for the lawyer to settle. | YellowClose supervision | The lawyer settles every contention, checks each fact and each authority against an independent source, and decides whether AI use must be disclosed. |
| Prepare the client's statement for a Centrelink or veterans' review | The tool writes nothing into the statement or statutory declaration. It may produce a strictly tabular, source-tagged list of the records the client refers to and check the signed document against the forum's formal requirements. | RedLawyer-led | The lawyer takes the client's account of their income, relationship, service or symptoms in the client's own words and confirms it reflects their own knowledge before it is signed. |
| Index the service, medical and claim records for a veterans' claim | Index the service records, ADF and civilian medical records and the DVA claim file the lawyer supplies, with date, author, document type, the condition each record concerns and page references. | GreenLawyer review | The lawyer checks the index against the records, identifies gaps in service or medical history, and decides what further records to request. |
| Map a claimed condition against the applicable Statement of Principles | Working with the lawyer, set out the factors in the Statement of Principles the lawyer identifies for the condition and, against each, the service and medical evidence from the indexed records with page references. | YellowClose supervision | The lawyer decides the type of service and so which SoP and standard of proof applies, which factor is met, whether the most beneficial version of the SoP applies, and what further evidence is needed. |
| Prepare the Veterans' Review Board application and the reasons for disagreeing | Working with the lawyer from the decision, the SoP table and the evidence, draft the application and the written reasons why the veteran disagrees with the decision, with the further evidence attached. | YellowClose supervision | The lawyer settles the reasons, checks each reference to evidence and to the SoP, confirms which Act and time limit apply, and confirms the veteran approves the application. |
| Advise which veterans' Act governs the claim and what the transition changes | From the claim history, service dates and earlier decisions, extract a dated table of every claim, the Act it was made under and any payments being received. The tool does not write the advice. | RedLawyer-led | The lawyer decides which Act governs each claim under the VETS Act transition, what entitlements and review routes follow, how permanent impairment would be assessed under the MRCA, whether a lump-sum choice is in the veteran's interest, and when financial advice is needed. |
| Prepare the application for a second review of a Centrelink decision | Working with the lawyer from the Tribunal's first review decision and reasons, draft the second review application with the decision, the grounds and the outcome sought. | YellowClose supervision | The lawyer decides whether a second review is worth pursuing on the reasons, settles the grounds, and confirms the application is lodged within 28 days of receiving the first review decision. |
| Prepare an extension of time application for a late Centrelink review | Working with the lawyer from the file chronology and the client's instructions, draft the extension of time application in the Tribunal's form, setting out the delay, its reasons and the merits in brief. | YellowClose supervision | The lawyer checks each reason for delay against the records, settles the merits summary, and prepares for Centrelink opposing the application. |
| Advise on a member of a couple decision | From the client's documents and instructions, extract the facts relevant to each of the five factors the Act uses to form an opinion about a relationship into a table with sources. The tool does not write the advice. | RedLawyer-led | The lawyer decides whether the client is a member of a couple, whether they are living separately and apart, whether the s 24 special reason discretion could apply, and writes the advice. |
| Request a pause or change to Centrelink debt repayments | Working with the lawyer from the debt notice, the client's income and expenses and the review status, draft the request to pause or change repayments with the grounds and supporting documents. | YellowClose supervision | The lawyer confirms the ground relied on (a pending review, hardship, crisis or a declared disaster), checks the financial details against records, and confirms the client agrees to any repayment rate proposed. |
| Prepare the request to a treating doctor for Disability Support Pension evidence | Working with the lawyer from the impairment table map, draft the letter to the treating doctor or specialist listing the conditions, the questions the Impairment Tables and the diagnosed, treated and stabilised test require, and the records enclosed. | YellowClose supervision | The lawyer settles the questions so they do not suggest answers, confirms which Tables apply by claim date, and confirms the client consents to the records being sent. |
| Check a DVA permanent impairment assessment against the evidence | Working with the lawyer from DVA's decision and the medical evidence, set out each accepted condition, the impairment points and lifestyle rating DVA assigned, and the evidence bearing on each, with references. | YellowClose supervision | The lawyer decides whether each rating is supported, whether conditions have stabilised, whether the combined rating and compensation were correctly derived, and whether to seek review. |
| Build the Veterans' Review Board ADR and hearing timeline | From the VRB's correspondence and directions, extract each step (outreach, conferences, evidence deadlines and hearing dates) into a timeline with the source of each date. | GreenLawyer review | The lawyer checks each date against the correspondence and plans the evidence to meet each step. |
| Advise whether to seek tribunal review of a Veterans' Review Board decision | From the Board's decision and reasons and the evidence, extract the findings, the SoP factors decided and the evidence the Board relied on into a table. The tool does not write the advice. | RedLawyer-led | The lawyer advises on the prospects in the Administrative Review Tribunal, the more formal and adversarial setting, the need for legal representation, costs and timing. |
Firm-wide obligations
Checks that apply across files.
Trust accounting & handling client moneyCosts, billing & litigation fundingClient-facing & access-to-justice AI toolsIncoming evidence — deepfakes & synthetic documentsAI decision systemsConfidentiality & client informationAML/CTF — the practice as a reporting entity
Precedents for this area
- Form
Application for first review of a Centrelink decision (Administrative Review Tribunal): completion guide
Link to the Tribunal's first review form for Centrelink decisions, with a guide to the Authorised Review Officer step, the decisions the Tribunal can change, reasons, signatures and consent to disclose, the paid parental leave time limit, and no fee.
AI use Yellow - Letter
Request for formal review of a Centrelink decision by an Authorised Review Officer (letter and submission)
Advocate's letter asking Services Australia for formal review of a Centrelink decision by an Authorised Review Officer: the decision, why it is wrong, the evidence, a request to pause debt repayments, and a note of the 13-week arrears point.
AI use Yellow - Letter
Request to waive or write off a Centrelink debt (special circumstances, administrative error, write-off)
Advice-led letter asking Services Australia to waive all or part of a social security debt under the Social Security Act 1991 (special circumstances under s 1237AAD, sole administrative error under s 1237A) or, in the alternative, to write it off under s 1236.
AI use Red - Form
Application for second review of a Tribunal decision (Administrative Review Tribunal, Centrelink and child support): guide
Link to the Tribunal's second review form, with a guide to which first review decisions it covers, the usual 28-day time limit and extension of time, the reasons section, and no fee.
AI use Yellow - Form
Application for review of a veterans' entitlements or military compensation decision (Administrative Review Tribunal): guide
Link to the Tribunal's veterans' entitlements page and application, with a guide to which decisions it can review, the earlier review steps (Veterans' Review Board, Repatriation Commission, MRCC), and the information to give.
AI use Yellow - Letter
Request to Services Australia for a client's records and the debt calculation
Letter requesting a client's Centrelink records under Services Australia's administrative access scheme, with the client's consent: payment history, income details, the debt schedule and calculation, and the documents the decision relied on, with freedom of information as the fallback.
AI use Green - Checklist
Veterans' claim evidence checklist against the Statement of Principles
Checklist for testing a veteran's claimed condition against the applicable Statement of Principles: confirm the diagnosis, choose the reasonable hypothesis or balance of probabilities SoP for the service type, and map each factor to evidence of its existence and its relation to service.
AI use Yellow - Checklist
Disability Support Pension medical evidence checklist mapped to the Impairment Tables
A checklist for building or reviewing the medical evidence for a Disability Support Pension claim or review: which Tables apply, whether each condition is diagnosed, reasonably treated and stabilised and likely to persist, the specialist evidence some Tables need, and the 20-point rule.
AI use Yellow - Letter
Letter of advice on which veterans' Act governs a claim and what the 1 July 2026 changes mean
A letter of advice to a veteran or dependant on whether a compensation or rehabilitation claim is decided under the VEA, the DRCA or the MRCA after the VETS Act changes from 1 July 2026, what continues, what changed, and the review pathway.
AI use Red
All precedents for Social Security & Veterans' Entitlements. Signed-in accounts can read the full text.