Agreement · Immigration & Migration Law

Client services agreement and costs disclosure for immigration assistance (with AI-use clause)

Original services agreement for immigration assistance in two variants (registered migration agent under the Code of Conduct; Australian legal practitioner under the Uniform Law), with scope, fees, client money, documents, termination and a consent-based AI-use clause.

Kind
Agreement. A contract between two or more parties.
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

Use at the start of every immigration matter after the initial consultation. Choose variant A for registered migration agents (Code of Conduct) or variant B for Australian legal practitioners (Uniform Law costs disclosure). Do not use one variant for the other: the regulators and requirements differ.

How AI may be used

AI may adapt the scope and fee schedule from the adviser's file note and produce plain-language or translated summaries for checking. The adviser confirms the variant, fees, scope and the accuracy of the AI clause, and obtains the client's written choice.

AI may

  • Draft the scope of work and fee schedule from the adviser's settled instructions
  • Produce a plain-language summary of the agreement for the client
  • Check the agreement against the Code of Conduct s 42 content list (variant A) or the Uniform Law s 174 disclosure items (variant B)

AI must not

  • Must not choose the variant or set fees
  • Must not describe AI tools or data handling that the practice has not confirmed
  • Must not be given the client's personal details before the client's written consent to AI use is recorded

The lawyer checks

  • The right variant is used for the adviser's registration or practising status
  • Fees are fair and reasonable and the estimate is realistic
  • The consumer guide is given (variant A) and the costs disclosure rights are included (variant B)
  • The client's AI choice is recorded and followed on the file

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Official form

Open the official form. Always use the current version from the issuer.

Read the full text

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