Memo · Personal Injury & Compensation

First-interview record

Internal note of the first interview: who attended, what was said about the injury, the schemes and deadlines discussed, the advice given in outline, and the next steps. It is a file note, not a witness statement.

Kind: Memo. An internal or advice memo.
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 3 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use after the first in-person, video or telephone interview, once the lawyer has decided whether to open a file. Do not send it to the insurer or attach it to a court document. A witness statement or an affidavit is a separate task and is written by the lawyer.

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 lawyer's interview notes into this file note, and the lawyer who was at the interview checks that it matches what was said and what was advised.

AI may

Put the lawyer's notes under the headings and list the deadlines the lawyer named
List documents produced at the interview and the follow-up tasks
Mark a gap where the notes do not record an answer

AI must not

Must not add advice, a diagnosis or a concession that is not in the notes
Must not turn this note into an affidavit, a witness statement or a statutory declaration
Must not send the note to a court, an insurer or another party

The lawyer checks

The lawyer who conducted the interview signs the note and corrects anything the tool added
Advice recorded here matches the limitation letter or the decline letter actually sent
The note stays in the firm's approved system. It is not a document filed in court, so a court generative-AI practice note is not engaged by writing it. If a later affidavit or witness statement is prepared, the lawyer writes that document

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

Authorities

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