Checklist · Costs, billing & litigation funding
Worksheet before a personal injury costs update
Internal worksheet completed before a personal injury costs update is sent. The lawyer marks the state, whether the change meets that state's test, and whether a different letter should be used instead.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Victoria, Queensland, New South Wales
- AI use
- Yellow You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at
- 23 October 2026
- Status
- Maintained. Checked on 23 October 2026 against the 2 authorities it cites, for Victoria, Queensland and New South Wales.
- Version
- 1
- Source
- Written for this library
When to use it
Complete it before the costs update notice and the revised estimate go to a personal injury client in New South Wales, Victoria or Queensland. It does not leave the firm. It does not replace either letter.
Used for these tasks
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
The tool can open the worksheet and repeat the last estimate from the file. The lawyer marks the test for that state and whether this update, the library letter, or neither, is sent.
AI may
- Enter the date of the last disclosure from the file
- List the injury items that have moved, without amounts, until the lawyer adds them
- Flag a threshold question as one that goes to the library letter
AI must not
- Must not mark the change as significant or as substantial
- Must not choose which letter is sent
- Must not fill the Uniform Rules threshold amounts
The lawyer checks
- A disclosure was already made, so that section 174(1)(b) or section 315 is the section being considered
- The significant-change box is used only on a New South Wales or confirmed Victorian file
- The library significant-change letter is not ticked for the same change as this update
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
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- 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 Costs, billing & litigation funding
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- Costs update notice for a personal injury claim
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- Application for costs assessment of legal fees (UCPR Form 60)
- Summons for taxation of costs (Supreme Court Costs Court)
- Queensland speculative personal injury costs agreement
- Uniform Law standard costs disclosure form (matters likely to cost $750 to $3,000): completion guide
- Engagement letter with a generative AI clause (United States)
- Costs disclosure and costs agreement letter (Uniform Law ss 174 and 180)
- Revised costs estimate for a personal injury claim
- Costs assessment Form A3: ordered party and party costs
- Affidavit filed with an application to assess legal fees (UCPR Form 46)
- Party-party taxation information form (Supreme Court Costs Court)
- Offer of compromise under UCPR rule 20.26 (NSW)
- Disclosure of costs before a settlement is signed
- Statement disclosing third-party litigation funding (United States)
- Engagement and costs agreement clauses: AI use, client consent and charging for AI-assisted work
- Who pays records, experts and barristers
- Costs assessment Form A4: review of an assessor's determination
- Costs statement for assessment other than under the Legal Profession Act (UCPR Form 60A)
- Legal profession legislation taxation information form (Costs Court)
- Itemised bill and letter answering a request for one
- Timekeeper check before billing generative AI work (United States)
- Billing and time-recording policy for AI-assisted work
- Worksheet comparing a draft bill with the costs disclosure
- Record of the client's response to a costs update
- Notice of objection to a costs statement (UCPR Form 61)
- Gross sum information form (Supreme Court Costs Court)
- Opening costs estimate worksheet
- Letter when a flat fee should change because a tool did the work (United States)
- Disclosure to an associated third party payer, and of another law practice
- Cooling-off letter for a conditional costs agreement
- Summons for gross sum costs (Supreme Court Costs Court)
- Notice to client of a significant change in legal costs (Uniform Law s 174(1)(b))
- VCAT legal practice list application (civil disputes)
- Letter when the retainer ends
- Litigation funding agreement review checklist (including class actions)
- Progress report of legal costs incurred
- Queensland speculative personal injury costs cap worksheet
All precedents for Costs, billing & litigation funding · Tasks and AI use in this area