Letter · Personal Injury & Compensation
Retainer and scope letter for an injury claim
Letter telling the client what the firm will do, what it will not do, who will do the work, and how health information will be handled. It is not the costs agreement, which is sent with it and has to be read as well.
- 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 4 authorities it cites, for Victoria, Queensland and New South Wales.
- Version
- 1
- Source
- Written for this library
When to use it
Use when the firm agrees to act for an injured person, a dependant or an estate. Send the costs agreement and disclosure at the same time. Do not use this letter as a costs agreement, and do not use it to decline a matter.
Used for these tasks
- Triage a new injury enquiry against scheme eligibility
- Map statutory entitlements under the applicable compensation scheme
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 this letter from the scope the lawyer has marked, and the lawyer checks the scope, the conflicts result and the costs cross-reference before it is sent.
AI may
- Insert the injury date, the schemes the lawyer has ticked, and the name of the responsible lawyer
- Attach a list of the next steps the lawyer has already decided
- Point the client to the costs agreement that is enclosed, without restating the figures
AI must not
- Must not set fees, an uplift or an estimate in this letter
- Must not say the firm will act in a scheme or a court the lawyer has not ticked
- Must not state that a conflict check is clear unless the lawyer has recorded that result
The lawyer checks
- The scope matches the decision to act, including any statutory benefits that are excluded
- A costs agreement and disclosure that meets the Uniform Law or the Legal Profession Act 2007 (Qld), as applicable, goes with this letter
- The client is told health information stays in the firm's approved tools (ASCR r 9; APP 11), and that a loss likely to cause serious harm is assessed under the Notifiable Data Breaches scheme
Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.
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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All precedents for Personal Injury & Compensation · Tasks and AI use in this area