Letter · Personal Injury & Compensation

Agenda for a conference of experts

Note to experts after a direction to confer, setting the arrangements and the issues, and stating the joint-report rule in Victoria, Queensland or New South Wales.

Kind: Letter. A letter or email you adapt and send.
Where it applies: Victoria, Queensland, New South Wales
AI use: Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Law stated as at: 23 October 2026
Status: Maintained. Checked on 23 October 2026 against the 7 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use after a court has directed a conference of experts in a plaintiff claim in Victoria, Queensland or New South Wales. The experts write the joint report. If the agenda itself must be filed, the lawyer settles the filed copy.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

The tool may place issue headings from the direction and the served reports into the table, and the lawyer settles the note before it is sent.

AI may

Assemble the letter from the lawyer's questions, the assumption list and the document index.
Insert the forum block the lawyer has selected and remove the other forum blocks.
Check that every enclosed document is named in the index and that page numbers run in one sequence.
List the served reports and their dates in the arrangements section from the brief index.

AI must not

Must not suggest, draft or strengthen the expert's opinion, diagnosis, impairment score or conclusion.
Must not put health, wage or benefit records into a public or consumer tool, or into a tool that may train on them.
Must not choose the forum's code or artificial intelligence rule from memory. The lawyer confirms the current instrument.
Must not draft an affidavit, a witness statement or a statutory declaration.
Must not draft the joint report, propose points of agreement, or comment on which expert is right.
Must not produce the text of an agenda that is to be filed. The lawyer writes that copy.

The lawyer checks

The direction is identified, and one court block remains.
The issue list matches the direction or the parties' written agreement, and adds nothing.
The note tells the experts not to withhold agreement, and it does not suggest an outcome.
The other side is copied, as the arrangements require.

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

Authorities

Read the full text

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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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