Checklist · Personal Injury & Compensation

New matter checklist

Checklist for opening a plaintiff injury file: identity, conflicts, the diary, costs disclosure, authorities, and consent before health records go into a 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 8 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use when a plaintiff firm accepts instructions on an injury or death claim in Victoria, Queensland or New South Wales. The lawyer decides whether to act. The checklist records the steps that follow that decision.

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 turn the intake into a checklist of gaps, and a lawyer checks conflicts, disclosure and the decision to act before the file is opened.

AI may

List identity, date and document gaps from the intake note
Prepare the diary table from facts and provisions the lawyer has named
Mark whether a costs disclosure, an authority and a health-information consent are on the file

AI must not

Must not tell the person they have a claim, or decide whether the firm will act
Must not choose a costs figure, a threshold amount, or an uplift percentage
Must not write into a statutory declaration on a notice or claim form
Must not put health information into a tool before the consent and the approved-tool check are done

The lawyer checks

Conflicts under the current conduct rules are cleared, or the lawyer has recorded why the firm will not act
Costs disclosure uses the Uniform Law in New South Wales and Victoria, and the Legal Profession Act 2007 in Queensland, with the current threshold read rather than remembered
The diary's controlling date is still blank until the lawyer marks it

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

Authorities

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More in Personal Injury & Compensation

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