List claims-made notice clauses and the dates notice was sent

Key facts

Human involvement
YellowClose supervision
How AI is used
Copy each notice-of-claim or notice-of-circumstance clause, including any period printed in it, and the date of each notice already in the file. Do not say whether notice was late.
What the lawyer must review
The notice duty is the one in the policy. 15 U.S.C. § 1012 leaves the effect of late notice to state law unless a federal act specifically relates to the business of insurance. No national notice-prejudice statute was opened. The columns copy the clause and the date. You decide whether the notice complies.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistanceDo not begin AI assistance until the responsible lawyer has defined and confirmed its permitted scope.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
  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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