---
title: "Review the policy wording and draft a coverage advice table"
url: "https://ailawframework.com/practice/insurance-law/review-the-policy-wording-and-draft-a-coverage-advice-table"
type: "task"
site: "AI Law Framework"
id: "A22-T1-R1"
practice_area: "Insurance Law"
tier: "yellow"
lawyer_review: "required"
last_reviewed: "2026-10-22"
---

# Review the policy wording and draft a coverage advice table

> Extract insuring clauses, exclusions, conditions, notification and limits into a table mapped to the notified facts, with clause references and open questions.

Canonical page: https://ailawframework.com/practice/insurance-law/review-the-policy-wording-and-draft-a-coverage-advice-table  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Insurance Law](https://ailawframework.com/practice/insurance-law.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | Extract insuring clauses, exclusions, conditions, notification and limits into a table mapped to the notified facts, with clause references and open questions. |
| What the lawyer must review | Construe the wording against proven facts yourself Do not send a generated table as a coverage position |
| Written for / versions | 1 jurisdiction versions below |

## Checking plan

**Line-by-line review**

Review the complete output at the level of each line, paragraph or clause; check facts, meaning and omissions.

- What the AI does: Potential support includes preparing preliminary structure or wording and summarising source material. Confirm the tool’s capability and permitted scope.
- What the lawyer does: Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use.
- Who reviews: Responsible lawyer with competence in the matter
- Basis: Suggested checking approach based on the task guidance. Complete the assessment for the actual tool, information and jurisdiction.
- Why: The plan reflects the described work and review requirements. Policy colours are not used to determine permission or checking.

## Checks the lawyer makes

1. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
2. Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
3. Review the original source set for relevant material absent from the output, including contrary evidence, qualifications and unresolved gaps.
4. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
5. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
6. Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.

## Notes

- Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [Tender of a claim or suit to a liability insurer](https://ailawframework.com/precedents/insurance-law/us-coverage-tender-letter.md) | Letter | Yellow | A notice to a liability insurer that a claim or a suit has been made, enclosing the papers the lawyer marks.… |
| [New York liability-policy notice checklist](https://ailawframework.com/precedents/insurance-law/us-ny-liability-notice-checklist.md) | Checklist | Yellow | A worksheet for whether New York Insurance Law § 3420's notice and disclaimer provisions are even in play. It records facts. It does not decide prejudice or timeliness. |

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

## Jurisdiction versions

| Jurisdiction | Level |
| --- | --- |
| [United States](https://ailawframework.com/practice/insurance-law/review-the-policy-wording-and-draft-a-coverage-advice-table/united-states.md) | Yellow |

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*