Checklist · Personal Injury & Compensation

Settlement distribution statement for a personal injury claim

Statement the client receives showing the gross personal injury settlement, the costs, the disbursements and the statutory amounts the lawyer has sourced, and the resulting net sum.

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

When to use it

Use with the settlement advice letter, before the client accepts, and again when the final notices arrive. Every dollar is traced to a notice, an invoice or the deed. A blank is left blank.

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

AI may add rows from invoices and statutory notices the lawyer has accepted, and total only those rows, in a firm-controlled tool; the lawyer checks every line before the client sees the statement.

AI may

Enter each invoice, notice and agreed cost figure in its own row with the document name and date
Total the rows the lawyer has marked as included
Flag a row that has an amount and no source document

AI must not

Must not estimate a Medicare charge, a preclusion repayment or an NDIS figure that is not on a notice or in the lawyer's written figure
Must not describe an estimate as the final net payment
Must not put the source notices into a public tool

The lawyer checks

The costs rows match the s 177 or s 312 disclosure given before execution
Each deduction names the notice, invoice or agreement it comes from
The net sum and the deed's payment clause describe the same money
Where a Queensland sanction is required, the standard-costs and indemnity-costs estimates required by Practice Direction 15 of 2018 are in the sanction material, not only in this statement

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

Authorities

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More in Personal Injury & Compensation

All precedents for Personal Injury & Compensation · Tasks and AI use in this area