Map subrogation and contribution rights from the policy and the loss file

Key facts

Human involvement
YellowClose supervision
How AI is used
From the policy, settlement and third-party documents, table possible recovery targets, waivers of subrogation and other-insurance clauses.
What the lawyer must review
  • Decide whether a right survives settlement
  • Check the release before the insurer pays
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes preparing preliminary structure or wording. Confirm the tool’s capability and 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. Confirm that the wording reflects the client’s instructions and contains no unintended admission, concession or commitment. Check the recipient and tone.
  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.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
Subrogation limits against family and a permitted driverChecklistAI use YellowChecklist of Insurance Contracts Act 1984 section 65, which limits subrogation against a family member or a person allowed to use the insured vehicle.

Signed-in accounts can read the full text of each one. All precedents.

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