Checklist · Personal Injury & Compensation
Checklist for buying a medical-chronology tool
Checks before a plaintiff firm approves a tool that will receive medical records: contract, training, security, a privacy impact assessment, and the court conditions for restricted material.
- Kind
- Checklist. Steps or checks to work through and tick off.
- Where it applies
- Australia, 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 6 authorities it cites, for 4 jurisdictions.
- Version
- 1
- Source
- Written for this library
When to use it
Use before a tool is added to the firm's approved list for health information, and again when the vendor changes the contract or the settings. It does not approve a public chatbot.
Used for these tasks
- Build a PI medical chronology with AI
- Set an AI-use protocol for PI paralegals
- Find gaps and duplicates in a medical-record set
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 extract contract clauses into a table for the lawyer, and a lawyer decides whether the product can be approved for health information.
AI may
- Extract the vendor's clauses on access, training, retention and location into a table with page references
- List settings that are still on by default
- Compare the clauses with the conditions in SC Gen 23 paragraph 9A and PIC13 paragraph 10
AI must not
- Must not recommend that the firm buy the tool, or mark it approved
- Must not treat a marketing page as the contract
- Must not approve a public tool for health information
The lawyer checks
- The contract, not the brochure, is the document that was read, and it stops the vendor using inputs to train a model
- A privacy impact assessment has been done, and it is diarised for review when the product changes
- The paragraph 9A and PIC13 paragraph 10 conditions can actually be met for subpoenaed and compelled material, or that material is excluded from the tool
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
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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All precedents for Personal Injury & Compensation · Tasks and AI use in this area