Checklist · Personal Injury & Compensation
Matter closure checklist
Closing a plaintiff injury file: the settlement costs disclosure was given before execution, the bill, scheme steps, tool copies, trust money, and a risk assessment before any destruction.
- 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 5 authorities it cites, for 4 jurisdictions.
- Version
- 1
- Source
- Written for this library
When to use it
Use when a plaintiff injury matter is ready to close, after judgment or after a settlement the lawyer has settled. Complete the costs disclosure before the settlement is executed. Do not leave that disclosure until this list.
Used for these tasks
- Draft a settlement advice and conference paper
- Disclose the costs estimates before a settlement is executed
- Notify Medicare of a judgment or settlement and track the clearance
- Build a draft bill from the time records and the disclosure
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 closing steps that are still open on the file, and a lawyer confirms each one before the file is closed or any record is destroyed.
AI may
- List unpaid bills, unsigned authorities to return, and diary rows still open
- List uploads to a tool that is not the matter repository
- Record the date the section 177 or section 312 disclosure was given, if that date is on the file
AI must not
- Must not draft the settlement, or treat a missing pre-settlement disclosure as something to do for the first time at closure
- Must not set a destruction date of seven years as a legal minimum
- Must not delete the matter repository, or original medical records, as part of clearing a tool
The lawyer checks
- The section 177 or section 312 estimates were given before the settlement was executed
- Medicare, Centrelink and NDIS steps recorded on the file are finished or still diarised
- Destruction waits on a risk assessment of when a claim against the firm could accrue, and on any law or order that requires retention
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
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All precedents for Personal Injury & Compensation · Tasks and AI use in this area