Legal Project Management Plan & Checklist
Purpose of this Guide: Welcome to the comprehensive practitioner roadmap for managing a Compulsory Third Party (CTP) personal injury claim from the claimant perspective in Queensland. Designed explicitly for personal injury solicitors and claims advisors, this guide covers the full lifecycle of a CTP claim from initial client consultation through to post-settlement compliance, under the Motor Accident Insurance Act 1994 (QLD). Additional forms are accessible via the Queensland Government Portal.
Jurisdiction: This guide applies to claims in Queensland, Australia, governed by the Motor Accident Insurance Commission (MAIC) and the Civil Liability Act 2003 (QLD) for damages assessment.
Key Case Law: Ford v Nominal Defendant [2023] QCA 83 (proper inquiry and search standard - does not require claimant to take unreasonable risks); Cabato v Paltridge [2025] QDC 59 (social media impact on quantum - 25% contributory negligence finding); Bauer v Clay [2025] QSC 114 ($600K+ awarded despite delayed medical treatment where testimony credible); Clements v Margalit [2025] QDC 197 (broad disclosure obligations confirmed - social media not unreasonable); Murphy v Madill [2025] QSC 103 ($635K+ - disentangling multiple accident injuries); Brown v Islip [2026] QSC 92 (maintaining employment/social life does NOT equate to recovery from PTSD). Additional procedural resources can be found on the and the .
Current Thresholds (2025-26 FY): Maximum general damages (ISV 100): $484,100 (Civil Liability Indexation Notice 2025). Discount rate for future economic loss: 5%. Costs threshold: below $58,090 = no legal costs recovery from insurer; $58,090-$96,870 = capped at $4,860; above $96,870 = standard costs recoverable. Additional procedural resources can be found on the Queensland Government Portal and the Queensland Legislation Registry.
The Process at a Glance: CTP claims are subject to strict statutory notice requirements. The workflow begins with a client intake and retainer, calculating the NOAC deadline (the earlier of 9 months from the accident or 1 month of consulting a lawyer under s 37). The process moves through NOAC preparation and service, insurer compliance monitoring (s 41), rehabilitation funding coordination (s 38/s 51), medical treatment and impairment assessment under the GEPI guidelines, ISV calculation under the Civil Liability Regulation 2025, economic loss and special damages computation, pre-court conference negotiation (s 51A Form 4), mandatory final offer exchange (s 51C), settlement execution, and critical post-settlement compliance steps including Medicare Notice of Past Benefits recovery, Centrelink preclusion period clearance, and trust account disbursement. Practitioners should check the official Queensland Government Portal and Queensland Legislation Registry for regular procedure updates.
Key Legislation: Motor Accident Insurance Act 1994 (QLD), Motor Accident Insurance Regulation 2018 (QLD), Civil Liability Act 2003 (QLD), Civil Liability Regulation 2025 (QLD), Civil Liability Indexation Notice 2025, Motor Accident Insurance Indexation Notice 2025, Legal Profession Act 2007 (QLD) s 347 (50/50 rule), Health and Other Services (Compensation) Act 1995 (Cth) s 23A, Social Security Act 1991 (Cth), Limitation of Actions Act 1974 (QLD) s 11.
This legal matter plan provides a structured workflow for PERSONAL_INJURY cases, outlining the standard DISPUTE_LITIGATION process. Utilize these tracking templates to manage your legal cases efficiently.
Complete conflict check, intake interview, calculate NOAC deadline, and execute conditional costs agreement with 5-day cooling-off period.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.
Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.
Costs thresholds (2025-26 FY, indexed annually, vary by date of injury):
Thresholds are indexed annually under the Motor Accident Insurance Act 1994 (Qld).
Draft and dispatch formal correspondence addressing the procedural requirements at this stage, including any required notices, requests for information, or proposals for resolution.
Draft Form 1 NOAC with Form 1A Medical Certificate and Law Practice Certificate. Serve on CTP insurer within statutory deadline under s 37.
Coordinate the collection and review of all financial documentation required for disclosure, including statements, valuations, and supporting schedules as mandated by the rules.
Receive and review insurer s 41 compliance notice. Monitor 6-month liability decision deadline. Respond to any s 42-44 information requests.
Verify all prerequisite documentation has been obtained, cross-reference against the statutory requirements for this matter type, and confirm compliance with practice direction protocols.
Conduct a thorough review of all filed materials to ensure compliance with court requirements, verify service obligations have been met, and prepare for the next procedural milestone.
Assess the strategic considerations for interim applications, prepare supporting evidence, and draft the necessary documentation for urgent or time-sensitive relief sought.
Prepare the relevant forms and supporting materials required under the applicable legislation, ensuring all mandatory fields are completed and all attachments are properly certified.
Draft and dispatch formal correspondence addressing the procedural requirements at this stage, including any required notices, requests for information, or proposals for resolution.