Form · Legal Aid & Community Legal Practice
Community legal centre intake, safety and conflict-check form
Original intake form that puts safety first, collects other parties' names for a conflict search before details are taken, records the conflict result and any short-term service consent, and captures urgency, eligibility, privacy notice and AI-use consent.
- Kind
- Form. A form to complete, or a guide to completing an official one.
- Where it applies
- Australia
- AI use
- Red Keep AI out of the decisive steps. A lawyer does the work.
- 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 first contact (phone, drop-in, outreach or online) in a community legal centre or legal aid service. Adapt it to the centre's case management system and eligibility guidelines. Do not let an online or AI intake clear conflicts or assess safety without a person.
How AI may be used
Lawyer or trained-worker led. AI may only help with limited support, such as formatting a worker's notes into the form after the interview or running a records search whose result a person confirms. Safety screening, conflict clearance and eligibility decisions are made by people.
AI may
- Format a worker's typed notes into the form fields after the interview, for the worker to check
- Run a name search across the centre's records, with every possible match shown to a person
- Suggest referral services from the centre's own approved referral list
AI must not
- Must not decide that there is no conflict, or that a short-term service may proceed without a full check
- Must not assess or score family violence or other safety risk
- Must not be used to collect intake details directly from a client unless the client has been told, can choose a person instead, and a worker reviews every intake before any advice
- Must not send any message to a client contact address that has not been confirmed as safe
The lawyer checks
- The conflict search was done on all parties' names and aliases before substantive details were taken
- Any possible match was assessed by a lawyer under rr 10, 11 or 11A and the decision recorded
- Safety risks were assessed by a trained person and acted on
- The privacy notice and any AI-use notice were given and the client's choice recorded
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Official form
Open the official form. Always use the current version from the issuer.
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 Legal Aid & Community Legal Practice
- Application for legal aid (Legal Aid NSW): guide to helping a client apply
- Limited-scope (unbundled) retainer letter in plain language
- End-of-service (file closing) letter in plain language
- Sign-off checklist for AI-assisted self-help factsheets and kits
- Client notice and choice: AI-assisted notes, summaries and translation (plain language)
All precedents for Legal Aid & Community Legal Practice · Tasks and AI use in this area