Letter · Personal Injury & Compensation

Letter of instruction to a forensic accountant

Letter asking a forensic accountant to calculate past and future loss of earning capacity on stated assumptions, with the discount rate, percentage and superannuation rate left for the lawyer.

Kind: Letter. A letter or email you adapt and send.
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 13 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 instructs a forensic accountant on loss of earning capacity in Victoria, Queensland or New South Wales. In the Supreme Court of Victoria Personal Injuries List, use the joint-expert path in Practice Note SC CL 3 where more than one party relies on forensic accounting evidence.

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 assemble the letter from the lawyer's assumption sets and the document index, and the lawyer inserts the rate, the percentage and the scenarios before it is sent.

AI may

Assemble the letter from the lawyer's questions, the assumption list and the document index.
Insert the forum block the lawyer has selected and remove the other forum blocks.
Check that every enclosed document is named in the index and that page numbers run in one sequence.

AI must not

Must not suggest, draft or strengthen the expert's opinion, diagnosis, impairment score or conclusion.
Must not put health, wage or benefit records into a public or consumer tool, or into a tool that may train on them.
Must not choose the forum's code or artificial intelligence rule from memory. The lawyer confirms the current instrument.
Must not draft an affidavit, a witness statement or a statutory declaration.
Must not choose a discount rate, a percentage possibility, a superannuation percentage or a residual earning capacity.

The lawyer checks

Assumption sets A and B are the lawyer's, and the percentage line is blank.
A discount rate is printed only after the lawyer has checked the section and whether a regulation prescribes a percentage.
In the Supreme Court of Victoria, the joint-expert paragraphs of Practice Note SC CL 3 have been checked before a single-party brief is sent.
Wage and tax records go by the approved secure channel.

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

Authorities

Read the full text

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read the whole precedent, with its drafting notes beside it;
copy it, or download it as a Word file or Markdown;
add it to your firm’s knowledge base, so colleagues can find it;
let the AI tools you connect read it from that knowledge base.

The summary, the law it rests on and the AI-use guidance above stay public. Privacy.

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