Extract the documents in a disability-benefit claim file
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- List each medical report, the plan's disability definition, and the date of each letter granting or denying the claim, with the page. Do not decide the claim.
- What the lawyer must review
- ERISA § 503, 29 U.S.C. § 1133, requires a plan to give a participant whose claim is denied adequate written notice, setting out the specific reasons in a manner calculated to be understood, and a reasonable opportunity for a full and fair review by the named fiduciary. The day counts are in the regulation and in the plan. They were not opened, so do not state one. Opinion 512: check the extract against the file. You decide the claim. The tool does not.
- 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
- Trace every relied-on figure to its source, confirm dates and assumptions, and independently recalculate totals or derived amounts.
- 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.