---
title: "Client authority and records request pack for a personal injury claim"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/client-authority-and-records-request-pack"
type: "precedent"
site: "AI Law Framework"
id: "a21-client-authority-and-records-request-pack"
area_id: "A21"
kind: "form"
ai_level: "green"
version: 1
task_ids: ["A21-P20260916-1", "A21-B6-1", "A21-T1-R2"]
law_stated_as_at: "2026-10-18"
---

# Client authority and records request pack for a personal injury claim

> Signed client authority plus a schedule of record requests for a personal injury claim (treating doctors, hospitals, ambulance, employer and payroll, Medicare and Centrelink, insurers), with a tracking table so gaps in…

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/client-authority-and-records-request-pack  
Law stated as at: 2026-10-18

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

Signed client authority plus a schedule of record requests for a personal injury claim (treating doctors, hospitals, ambulance, employer and payroll, Medicare and Centrelink, insurers), with a tracking table so gaps in the record set are visible early.

## Key facts

- Kind: Form. A form to complete, or a guide to completing an official one.
- Practice area: [Personal Injury & Compensation](https://ailawframework.com/precedents/personal-injury-and-compensation.md)
- Jurisdictions: Australia
- AI level: Green. AI can do most of the drafting. A lawyer still reviews the result.
- Law stated as at: 2026-10-18
- Status: Maintained. Checked on 2026-10-18 against the 3 authorities it cites, for Australia.

## When to use it

Use at the start of a personal injury matter, after the retainer is signed, to collect the records needed for the chronology, liability and damages. Pair it with the medical chronology and record-gap tasks. Use the agency's own form where it requires one (for example Medicare claims history or a notice of past benefits).

## Used for these tasks

- [Find gaps and duplicates in a medical-record set](https://ailawframework.com/practice/personal-injury-and-compensation/find-gaps-and-duplicates-in-a-medical-record-set.md)
- [Organise chaotic PI evidence into a fact base](https://ailawframework.com/practice/personal-injury-and-compensation/organise-chaotic-pi-evidence-into-a-fact-base.md)
- [Build a medical chronology from the record set](https://ailawframework.com/practice/personal-injury-and-compensation.md#A21-T1-R2)

## How AI may be used

AI may fill the authority and the request letters from the intake inside the firm's approved template and keep the tracking table current; staff check the authority and each recipient before anything is sent.

**AI may:**

- Fill the client details and the list of providers from the intake form and Medicare claims history
- Generate one request letter per provider from the approved template, quoting the authority
- Update the tracking table as records arrive and flag providers, periods or record types still missing

**AI must not:**

- Must not add providers or record types the client has not agreed to
- Must not send requests without the signed authority attached
- Must not process medical records in a tool outside the firm's approved environment

**The lawyer checks:**

- The client understands what will be requested, from whom and why, and has signed the authority
- Requests are limited to records relevant to the claim, including the pre-injury period the claim needs
- Agency-specific forms are used where required, and sensitive records (for example mental health or sexual assault counselling records) are handled under the firm's protocol

## Authorities

- [Services Australia, Personal information releases (Medicare claims history form MS031; Medicare Compensation Recovery notice of past benefits request form MO026; release of Centrelink payment details and other information to law firms with the customer's consent)](https://www.servicesaustralia.gov.au/personal-information-releases)
- [OAIC, Australian Privacy Principles guidelines, Chapter 6, paras 6.16 and 6.17 (disclosure with consent; consent must be informed, voluntary, current and specific, and given with capacity)](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-6-app-6-use-or-disclosure-of-personal-information)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 r 9.2.1 (disclosure of confidential information with the client's express or implied authority)](https://legislation.nsw.gov.au/view/whole/html/inforce/current/sl-2015-0244)

## 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/personal-injury-and-compensation/client-authority-and-records-request-pack 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.*