Quote conclusions and assumptions from insurance expert reports
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- For each report, copy the date, the expert's field as printed, the conclusion sentence, and each assumption the report lists. Do not restate the conclusion as a finding.
- What the lawyer must review
- Federal Rule of Evidence 702 admits the opinion only if the proponent shows it is more likely than not that the testimony meets the rule, including a reliable application of the principles and methods to the facts. Formal Opinion 512 requires review of tool output before it is used. You decide whether the opinion meets Rule 702.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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
- 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.