List the dates in a disability-benefit claim
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List the claim date, each letter date, and any review date on the file, in order. Do not say whether a deadline was met.
- What the lawyer must review
- 29 U.S.C. § 1133 requires adequate written notice of the specific reasons for a denial, written to be understood, and a reasonable opportunity for a full and fair review. It does not state a number of days. The regulation that sets the periods, and the plan's own procedure, were not opened. You apply those periods. The tool only puts the file's dates in order. Opinion 512: check the dates against the letters.
- 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
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- 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.