Build a chronology of a contested insurance claim

Key facts

Human involvement
GreenLawyer review
How AI is used
One row per letter, proof, or payment. Columns are the date on the document, the sender, and the amount or the request in the words of the document. Do not decide whether the claim is covered.
What the lawyer must review
15 U.S.C. § 1012 leaves insurance regulation to state law unless a federal act specifically relates to the business of insurance. The chronology is an index of the file. Coverage is read from the policy and from the state law you open. NAIC model MO-900 is not itself that law.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceConsider narrowly defined preparation support after confirming the tool’s capability and permitted scope.
LawyerSet the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.

Checklist

  1. Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
  2. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  3. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  4. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

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