Reconcile the claim form with the medical chronology and the wage records
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Put each date, provider, and wage figure on the claim form beside the same field in the records. Flag a figure that does not match. Do not decide which figure is right, and write no sentence of an amended form.
- What the lawyer must review
- Protected health information stays under 45 C.F.R. § 164.502(a) where the firm is a covered entity or business associate, and under Model Rule 1.6 in any event. Formal Opinion 512 requires review of tool output before it is relied on. If an amended pleading is later filed in federal court, Federal Rule of Civil Procedure 11 applies to the factual contentions. You choose the figure that goes on the form.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- Check the current court or regulator requirements, prescribed form and attachments for the intended document and filing.
- Verify dates, people and sequence against contemporaneous records. Preserve uncertainty and identify gaps or conflicting accounts.
- 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.