---
title: "Arrange the client's account for a Social Security or VA review"
url: "https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-client-s-statement-for-a-centrelink-or-veterans-review/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A56-N20261018-7-US"
practice_area: "Social Security & Veterans' Entitlements"
tier: "red"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Arrange the client's account for a Social Security or VA review

> Put the dates and events the client has stated into a chronology, in the client's words where the note records them. Write no statement that will be submitted.

Canonical page: https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-client-s-statement-for-a-centrelink-or-veterans-review/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Social Security & Veterans' Entitlements](https://ailawframework.com/practice/social-security-and-veterans-entitlements.md) |
| Human involvement | Red: Lawyer writes; AI may check, clarify or collect data |
| How AI is used | Put the dates and events the client has stated into a chronology, in the client's words where the note records them. Write no statement that will be submitted. |
| What the lawyer must review | You write any statement that will be submitted with a Social Security or veterans' review. You decide what is said and what is left out. Formal Opinion 512: a generated account is not the client's evidence until you and the client have settled it. The disability guide's sequential evaluation is the Administration's process. It is not a script for the client. Model Rule 1.6: do not put the client's account into a public tool. |
| Written for | United States |
| Applies to | [Prepare the client's statement for a Centrelink or veterans' review](https://ailawframework.com/practice/social-security-and-veterans-entitlements/prepare-the-client-s-statement-for-a-centrelink-or-veterans-review.md) |

## Checking plan

- What the AI does: Put the dates and events the client has stated into a chronology, in the client's words where the note records them. Write no statement that will be submitted.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- No statement that will be submitted is written by the tool.
- The chronology uses what the client has already said. It does not improve the story.

## Sources

- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [Social Security Administration: Disability Evaluation Under Social Security, general information](https://www.ssa.gov/disability/professionals/bluebook/general-info.htm) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*