Policy · Class Actions / Representative Proceedings
Group member registration and intake protocol (including AI triage of registrations)
An internal protocol for registering and triaging large numbers of group members with AI assistance: approved tools, data minimisation, triage flags, mandatory human review, communications rules, privacy notices including automated-decision transparency, and quality checks.
- Kind
- Policy. A policy or procedure for a firm or client.
- Where it applies
- Australia
- AI use
- Yellow AI can help in set ways. A lawyer checks specific points before use.
- Law stated as at
- 17 October 2026
- Status
- Maintained. Checked against the cited sources on 17 October 2026.
- Version
- 1
- Source
- Written for this library
When to use it
Adopt before opening registrations in any class action where the firm expects hundreds or more registrations and proposes to use automation or AI to process them. Review it whenever the class definition, the tools or the privacy law change.
How AI may be used
AI may validate, de-duplicate and triage registrations against the class definition and flag issues, but eligibility decisions, communications and any advice to group members are made by people under this protocol.
AI may
- Validate form fields and flag missing or inconsistent information
- Flag possible duplicates and registrations that appear outside the class definition or period
- Extract data from uploaded documents into the registration record for checking
- Route registrations to the correct human review queue
AI must not
- Must not decide that a person is or is not a group member
- Must not send any communication to a group member that a lawyer has not approved
- Must not answer group members' legal questions or give advice
- Must not process registrations in a tool that retains data beyond the matter or trains on it
The lawyer checks
- Every exclusion or uncertain flag has been reviewed by a lawyer
- Sample checks of accepted registrations meet the quality threshold
- The collection notice and privacy policy are accurate for the tools in use
- Supervision and the audit log are maintained
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is for signed-in accounts. It is free. When you sign in you can:
- read the whole precedent, with its drafting notes beside it;
- copy it, or download it as a Word file or Markdown;
- add it to your firm’s knowledge base, so colleagues can find it;
- let the AI tools you connect read it from that knowledge base.
The summary, the law it rests on and the AI-use guidance above stay public. Privacy.
More in Class Actions / Representative Proceedings
- Opt-out notice, notice distribution plan and settlement-notice checklist (Federal Court class action)
- Litigation funding agreement and costs review checklist (including common fund orders and Victorian group costs orders)
- Settlement distribution scheme (with safeguards for technology-assisted claims assessment)
- Periodic update letter to group members (clients and registered group members)
- Prompt template with guardrails: reconciling registrations to the class definition
All precedents for Class Actions / Representative Proceedings · Tasks and AI use in this area