Review the policy wording and build a coverage table

Key facts

Human involvement
YellowClose supervision
How AI is used
Extract insuring clause, exclusions, conditions, limits, deductible, and the claims-made or occurrence label into a table, each with the page. Do not state whether a loss is covered.
What the lawyer must review
15 U.S.C. § 1012(a) leaves the business of insurance to state law, and § 1012(b) says an Act of Congress does not override a state insurance statute unless the Act specifically relates to the business of insurance. You read the policy against the state's coverage cases. California Insurance Code § 790.03 includes misrepresenting to claimants pertinent facts or policy provisions relating to coverages at issue. The NAIC model Act is not itself the state's law. Formal Opinion 512: verify every citation before the table is used.
Written for / version
United States versionUS

Who does what

Who does what
RoleWhat they do
AssistancePotential support includes extracting and organising information and 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. Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
  2. Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
  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
Tender of a claim or suit to a liability insurerLetterAI use YellowA 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 checklistChecklistAI use YellowA worksheet for whether New York Insurance Law § 3420's notice and disclaimer provisions are even in play.

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

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