Goal & what you need
Goal
Prevent confidential-data exposure, lost provenance, unsupported factual characterizations, broken citations, silent omissions, source confusion, and unauthorized AI claim evaluation.
What you need
- Lawyer-authorized personal-injury demand preparation and defined scope
- Preserved and inventoried liability, medical, billing, loss, insurance, benefit, and correspondence sources
- Approved AI environment, frozen Course 0107 chronology and Course 0108 ledger when applicable
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the matter, client, authority, responsible lawyer, purpose, audience, recipient, delivery channel, cutoff, and protected workspace.
- 2Obtain written lawyer direction defining claim scope, categories, date ranges, required sources, exclusions, reviewers, and prohibited conclusions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.