Compare the claim narrative with the contemporaneous documents
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Compare the insured's claim form and statements with incident records, contracts and correspondence; list inconsistencies and missing attachments.
- What the lawyer must review
- Remember inconsistencies may be innocent
- Leave fraud allegations to the lawyer and the client
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Compare the insured's claim form and statements with incident records, contracts and correspondence; list inconsistencies and missing attachments. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Verify every relied-on citation, figure and name against the source document.
- The responsible lawyer approves the exact version before use.
Sources
Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.