---
title: "File review checklist"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/firm-file-review-checklist"
type: "precedent"
site: "AI Law Framework"
id: "a21-firm-file-review-checklist"
area_id: "A21"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A21-T1-R1", "A42-PE20261022-1", "A21-B6-3"]
law_stated_as_at: "2026-10-23"
---

# 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.

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/firm-file-review-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: 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 4 authorities it cites, for Victoria, Queensland and New South Wales.

## 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

- [Calculate limitation and pre-action notice deadlines from the injury facts](https://ailawframework.com/practice/personal-injury-and-compensation/calculate-limitation-and-pre-action-notice-deadlines-from-the-injury-fac.md)
- [Update the costs disclosure after a significant change to the estimate](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/update-the-costs-disclosure-after-a-significant-change-to-the-estimate.md)
- [Streamline PI administration tasks with AI](https://ailawframework.com/practice/personal-injury-and-compensation/streamline-pi-administration-tasks-with-ai.md)

## 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

## Authorities

- [Legal Profession Uniform Law (NSW) s 174](https://classic.austlii.edu.au/au/legis/nsw/consol_act/lpul333/s174.html)
- [Legal Profession Act 2007 (Qld) s 308](https://classic.austlii.edu.au/au/legis/qld/consol_act/lpa2007179/s308.html)
- [Legal Profession Act 2007 (Qld) s 310](https://classic.austlii.edu.au/au/legis/qld/consol_act/lpa2007179/s310.html)
- [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (NSW) r 9](https://legislation.nsw.gov.au/view/whole/html/inforce/current/sl-2015-0244)

## 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-file-review-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.*