Draft the notice of circumstances under a claims-made liability policy
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Extract the policy's notice clause, the claims-made period, the circumstance the client describes, and the date the client first knew of it. Write no sentence of the notice.
- What the lawyer must review
- What must be notified, and by when, is the policy, read under the state's law of insurance contracts. 15 U.S.C. § 1012 leaves that law to the state. Some states limit forfeiture for late notice; claims-made wording is often treated differently from occurrence wording. You read the clause and the state's cases before the notice is sent. You do not assume a statutory right to notify a circumstance the way an Australian statute provides.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information and preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Tender of a claim or suit to a liability insurer | Letter | AI use Yellow | A notice to a liability insurer that a claim or a suit has been made, enclosing the papers the lawyer marks. |
Signed-in accounts can read the full text of each one. All precedents.