Index a disability-benefit claim file
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Index each document by date, source and a short label of what it is. Add no narrative.
- What the lawyer must review
- The index is a finding aid inside a fixed template: date, source, label. It adds no fact beyond the document. Opinion 512 still requires a check that the index does not invent a document. The claim itself is decided under the plan and under 29 U.S.C. § 1133, which requires written reasons and a full and fair review. The index is not that notice and not the decision. Keep the file out of a public tool (Model Rule 1.6).
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes extracting and organising information. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, verify the evidence, resolve exceptions and approve the final output for its intended use. |
Checklist
- 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.