Letter · Personal Injury & Compensation
Client consent to processing medical records in an approved tool
Consent the client signs before the firm puts medical records into an approved tool. It is not permission to use a public tool, and the work goes on without the tool if the client does not sign.
- Kind
- Letter. A letter or email you adapt and send.
- 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 4 authorities it cites, for 4 jurisdictions.
- Version
- 1
- Source
- Written for this library
When to use it
Use when a plaintiff firm proposes to upload a client's medical or other health records to a firm-controlled tool to prepare a chronology or to find gaps. The client signs it. Do not use it for a public chatbot, or as a privacy notice standing alone.
Used for these tasks
- Build a PI medical chronology with AI
- Build a medical chronology from the record set
- Map health-privacy duties across the records systems
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 fill the client's name, the matter and the approved tool from the file, and a lawyer checks the letter with the client before it is signed.
AI may
- Insert the client's name, the matter number and the name of the approved tool from the file
- Leave blank any tool, location or retention setting that is not on the approved-tool record
AI must not
- Must not describe a public tool as approved, or say that signing allows use of a public chatbot
- Must not say that a privacy notice is enough, or that consent is implied
- Must not send the letter, or treat an unsigned copy as consent
- Must not promise a destruction date the file does not support
The lawyer checks
- The named tool is on the approved list and matches the contract that was reviewed
- The client has read the letter, had a chance to ask questions, and has signed it, or has refused
- A refusal is recorded and the records are not uploaded
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 available after you log in. It is free. When you log 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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All precedents for Personal Injury & Compensation · Tasks and AI use in this area