---
title: "Community legal centre intake, safety and conflict-check form"
url: "https://ailawframework.com/precedents/legal-aid-and-community-legal-practice/clc-intake-conflict-check"
type: "precedent"
site: "AI Law Framework"
id: "a54-clc-intake-conflict-check"
area_id: "A54"
kind: "form"
ai_level: "red"
version: 1
law_stated_as_at: "2026-10-17"
---

# 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,…

Canonical page: https://ailawframework.com/precedents/legal-aid-and-community-legal-practice/clc-intake-conflict-check  
Law stated as at: 2026-10-17

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

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.

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [Legal Aid & Community Legal Practice](https://ailawframework.com/precedents/legal-aid-and-community-legal-practice.md)
- Jurisdictions: Australia
- AI level: Red. Keep AI out of the decisive steps. A lawyer does the work.
- Law stated as at: 2026-10-17
- Status: Maintained. Checked on 2026-10-17 against the 4 authorities it cites, for Australia.

## 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

## Authorities

- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 rr 9, 10, 11 and 11A](https://legislation.nsw.gov.au/view/whole/html/inforce/current/sl-2015-0244)
- [Privacy Act 1988 (Cth) Sch 1 APPs 3, 5 and 11](https://www.legislation.gov.au/C2004A03712/latest/text)
- [Community Legal Centres Australia, National Accreditation Scheme](https://clcs.org.au/services/accreditation-2/)
- [Statement on the use of artificial intelligence in Australian legal practice (Law Society of NSW, Legal Practice Board of WA, Victorian Legal Services Board and Commissioner, 6 December 2024)](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice)

## Official form

[Official form](https://clcs.org.au/services/accreditation-2/)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/legal-aid-and-community-legal-practice/clc-intake-conflict-check and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

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