Checklist · Personal Injury & Compensation
Protocol: AI-generated medical chronologies (privacy, verification and use in evidence)
Firm protocol for producing medical chronologies with AI: approved secure tools only, handling of subpoenaed and restricted records, page-cited entries, 100% source verification, and rules for giving chronologies to experts and courts.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Australia, New South Wales
- 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 on 17 October 2026 against the 6 authorities it cites, for Australia and New South Wales.
- Version
- 1
- Source
- Written for this library
When to use it
Use whenever a personal injury or medical negligence team uses AI to summarise or chronologise medical records. It applies to records from the client, providers, subpoenas and directions for production. It does not authorise any AI use the matter's court or tribunal rules prohibit.
How AI may be used
AI may draft chronologies from health records only in approved secure tools, and every entry must be traced to a page in the source records by a person before the chronology is used, given to an expert or relied on.
AI may
- Extract dated entries (date, provider, event, findings, treatment) with a page reference for each.
- Flag gaps, duplicates, illegible pages and conflicting entries for human review.
- Produce a coverage table showing which providers and periods are in the record set.
AI must not
- Must not process health records in a public or consumer AI tool, or any tool whose terms allow training on or retention of the data.
- Must not receive subpoenaed material or material under a direction for production unless the SC Gen 23 para 9A or PIC13 para 10 conditions are met.
- Must not infer diagnoses, causation, breach or prognosis, or add anything not in the records.
The lawyer checks
- The tool is on the firm's approved list for sensitive information, with no training and controlled retention.
- A named person has checked every entry against its source page and signed the verification log.
- Omissions have been tested by reading key periods in the source records.
- The chronology is labelled as a lawyer's working document and experts are given the source records, not just the chronology.
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.
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