Checklist · Personal Injury & Compensation

Identity and authority checklist for a client overseas

Checklist for taking instructions from a client who is overseas: how identity was seen, how the authority comes back, and that an apostille is not an identity check.

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 3 authorities it cites, for Victoria, Queensland and New South Wales.
Version: 1
Source: Written for this library

When to use it

Use when the injured person is outside Australia and the firm needs an authority to act or to collect records. Do not use it as a statutory identity points test. No such test was opened.

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 record the video, the document the client showed, and the path the signed authority will take, and it must not invent a points test or require an apostille.

AI may

Record the date, the time zone and the platform of the conference
Describe the identity document the client held up, without storing the number unless the firm's own process says to
Say how the signed authority will be returned

AI must not

Must not treat an apostille as proof of identity or as a requirement for this authority
Must not apply a 100-point check or a conveyancing verification-of-identity standard. None was opened
Must not let a relative overseas sign for the client unless a document the lawyer has seen gives that power
Must not skip the limitation and notice letter because the client is overseas

The lawyer checks

The face on the video matched the document, so far as the lawyer could see, and the limits of a video are noted
The authority that comes back is signed by the client, or the checklist says it has not yet come back
An interpreter is booked if the client needs one. A family member interpreting from overseas is not the default
Capacity is considered if there is a reason to ask. Time zone and illness are noted. They are not a finding
Any copy of a passport or identity document stays in the firm's system under APP 11 and conduct rule 9

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

Authorities

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