Checklist · Personal Injury & Compensation

File review checklist

Periodic review of a plaintiff injury file: the diary, a change in the costs estimate, outstanding notices, and whether health records are still only in an approved tool.

Kind: Checklist. Steps or checks to work through and tick off.
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 4 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use on a set review date, when the facts or the work change, and before a notice is sent or a proceeding is started. It records what the lawyer checks. It does not replace the diary or the costs disclosure.

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 list what has changed on the file since the last review, and a lawyer decides whether the estimate, the diary or the next step must change.

AI may

Compare the last disclosure with the work done since, and list differences the lawyer marks
List diary rows whose facts have changed, and rows that are still unmarked
List notices, authorities and consents that are missing or out of date

AI must not

Must not decide that a change in costs is significant, or that a Queensland change is substantial
Must not send an updated disclosure, a notice, or a letter to the client
Must not move health records into a tool that is not on the approved list

The lawyer checks

Section 174(1)(b) and section 174(2)(b) are applied on a Uniform Law file, including the information about the impact of the change and the steps in section 174(3)
On a Queensland file, section 315 is read before any update is sent, and the Uniform Law wording is not used in its place
The controlling diary date is re-marked by the lawyer if a new fact has arrived

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

Authorities

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All precedents for Personal Injury & Compensation · Tasks and AI use in this area