Letter · Personal Injury & Compensation
Settlement advice letter before a personal injury release is signed
Letter to the injured person before a personal injury settlement is signed, with blanks for the lawyer's view on liability, the ranges, the recommendation, and the costs figures required before settlement.
- 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 5 authorities it cites, for Victoria, Queensland and New South Wales.
- Version
- 1
- Source
- Written for this library
When to use it
Use when a settlement figure is under discussion and the client is to decide whether to accept it. The lawyer writes the recommendation. Do not send it as a substitute for the sanction or approval papers where the client cannot give instructions.
Used for these tasks
- Draft a settlement advice and conference paper
- Notify Medicare of a judgment or settlement and track the clearance
- Calculate the Centrelink compensation preclusion period before settlement
- Account for NDIS supports when settling a participant’s compensation claim
Each task page says how far AI may help with the task and what the lawyer must review.
How AI may be used
AI may assemble the dates, the offer terms and the sourced refund figures in a firm-controlled tool; the lawyer writes the liability view, the ranges and the recommendation.
AI may
- Set out the offer terms from the written offer or the draft deed the lawyer has marked as current
- Place Medicare and other refund figures beside the notice they come from
- Leave the recommendation, the ranges and any preclusion length blank
AI must not
- Must not write the recommendation or a likely outcome
- Must not invent a preclusion period, a Medicare charge or an NDIS repayment
- Must not put the medical opinions discussed in this letter into a public tool
The lawyer checks
- Section 177 or s 312 disclosure, as applicable, is in the letter before the client is asked to sign
- The net figure is traced to the distribution statement and changes if a notice is still outstanding
- The client can instruct. If not, this letter is not the vehicle for the decision
- Victorian Uniform Law text is confirmed if the practice is in Victoria. That instrument was not opened
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
Read the full text
The full text is available after you log in. It is free. When you log in you can:
- 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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All precedents for Personal Injury & Compensation · Tasks and AI use in this area