--- title: "New matter checklist" url: "https://ailawframework.com/precedents/personal-injury-and-compensation/firm-new-matter-checklist" type: "precedent" site: "AI Law Framework" id: "a21-firm-new-matter-checklist" area_id: "A21" kind: "checklist" ai_level: "yellow" version: 1 task_ids: ["A21-T1-R15", "A21-T1-R1", "A42-T1-R1", "A42-PE20261022-2"] law_stated_as_at: "2026-10-23" --- # 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. Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/firm-new-matter-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 8 authorities it cites, for Victoria, Queensland and New South Wales. ## 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 - [Triage a new injury enquiry against scheme eligibility](https://ailawframework.com/practice/personal-injury-and-compensation/triage-a-new-injury-enquiry-against-scheme-eligibility.md) - [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) - [Draft a costs disclosure from the matter scope and the scale or estimate](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/draft-a-costs-disclosure-from-the-matter-scope-and-the-scale-or-estimate.md) - [Check a conditional costs agreement for the required content and any uplift cap](https://ailawframework.com/obligations/costs-billing-and-litigation-funding/check-a-conditional-costs-agreement-for-the-required-content-and-any-upl.md) ## 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 ## 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 Act 2007 (Qld) s 311](https://classic.austlii.edu.au/au/legis/qld/consol_act/lpa2007179/s311.html) - [Legal Profession Uniform Law Australian Solicitors' Conduct Rules 2015 (NSW) rr 9, 10 and 11](https://legislation.nsw.gov.au/view/whole/html/inforce/current/sl-2015-0244) - [Queensland Law Society, Australian Solicitors' Conduct Rules](https://www.qls.com.au/practising-law-in-qld/ethics/australian-solicitors-conduct-rules) - [Victorian Legal Services Board and Commissioner, statement on the use of artificial intelligence in Australian legal practice](https://lsbc.vic.gov.au/news-updates/news/statement-use-artificial-intelligence-australian-legal-practice) - [Personal Injuries Proceedings Act 2002 (Qld) s 9](https://classic.austlii.edu.au/au/legis/qld/consol_act/pipa2002314/s9.html) ## 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-new-matter-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.*