List questions and records for an insurance expert letter
Key facts
- Human involvement
- RedLawyer-led
- How AI is used
- List the questions the lawyer has already written and the records marked for enclosure, by date and name. Write no sentence of the letter.
- What the lawyer must review
- Federal Rule of Evidence 702 is the reliability rule for the opinion the letter asks for. The letter sets the facts the expert is asked to assume. You write it. Formal Opinion 512 requires review of any tool text before the letter is sent. Model Rule 1.6 keeps the loss file out of a public tool.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Supporting preparation only. Consider narrowly defined preparation support after confirming the tool’s capability and permitted scope. The tool writes nothing into the document. Substantive advice, judgement and any restricted content remain with the responsible human. |
| Lawyer | Perform the substantive analysis and decisions. Independently check any permitted supporting work and approve the exact output for its intended use. |
Checklist
- Check the specialist’s assumptions, qualifications and limits. Obtain the relevant expert or specialist review before relying on a technical conclusion.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.