---
title: "Checklist for buying a medical-chronology tool"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/firm-chronology-tool-checklist"
type: "precedent"
site: "AI Law Framework"
id: "a21-firm-chronology-tool-checklist"
area_id: "A21"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A21-B6-2", "A21-B6-5", "A21-P20260916-1"]
law_stated_as_at: "2026-10-23"
---

# 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.

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/firm-chronology-tool-checklist  
Law stated as at: 2026-10-23

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

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [Personal Injury & Compensation](https://ailawframework.com/precedents/personal-injury-and-compensation.md)
- Jurisdictions: Australia, Victoria, Queensland, New South Wales
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-23
- Status: Maintained. Checked on 2026-10-23 against the 6 authorities it cites, for 4 jurisdictions.

## 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](https://ailawframework.com/practice/personal-injury-and-compensation/build-a-pi-medical-chronology-with-ai.md)
- [Set an AI-use protocol for PI paralegals](https://ailawframework.com/practice/personal-injury-and-compensation/set-an-ai-use-protocol-for-pi-paralegals.md)
- [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)

## 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

## Authorities

- [OAIC, guidance on privacy and the use of commercially available AI products](https://www.oaic.gov.au/privacy/privacy-guidance-for-organisations-and-government-agencies/guidance-on-privacy-and-the-use-of-commercially-available-ai-products)
- [OAIC, APP 11: security of personal information](https://www.oaic.gov.au/privacy/australian-privacy-principles/australian-privacy-principles-guidelines/chapter-11-app-11-security-of-personal-information)
- [Supreme Court of Victoria, Practice Note SC Gen 25, paragraphs 6.8 and 6.9](https://www.supremecourt.vic.gov.au/areas/legal-resources/practice-notes/sc-gen-25-the-use-of-artificial-intelligence-by-court-users)
- [Supreme Court of NSW, Practice Note SC Gen 23, paragraph 9A](https://supremecourt.nsw.gov.au/documents/Practice-and-Procedure/Practice-Notes/general/current/PN_SC_Gen_23.pdf)
- [Personal Injury Commission, Procedural Direction PIC13, paragraph 10](https://www.pi.nsw.gov.au/resources/procedural-directions/procedural-direction-pic13-use-of-generative-artificial-intelligence)
- [Victorian Legal Services Board and Commissioner, statement on the use of artificial intelligence in Australian legal practice](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice)

## 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/firm-chronology-tool-checklist 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.*