Claims Litigation Automation for Adjusters

Let your AI agent handle claim file reviews, draft legal communications, and organize litigation materials—so you can focus on decisions, not paperwork.

You spend hours in Outlook, Excel, and shared drives, piecing together claim details, writing emails to legal counsel, and tracking responses. As a claims adjuster, your day gets eaten up by chasing documents and double-checking facts instead of moving cases forward.

Prepares claim summaries, drafts legal emails, and organizes litigation documents for claims adjusters in minutes.

What this replaces

Summarize claim files in Word for legal review
Draft litigation emails in Outlook to counsel
Track document checklists in Excel
Log legal team responses in SharePoint

The hidden cost

What this is really costing you

In financial services, claims adjusters often waste 2 hours a week preparing litigation files—reading through PDFs, drafting emails in Outlook, and updating document checklists in Excel. Manual coordination with legal teams means critical details get missed, and version control becomes a nightmare. The result: slowdowns, confusion, and extra stress every time a claim heads to court.

Time wasted

2 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$5,400/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

If you keep doing this by hand, you risk missed deadlines, incomplete legal files, and potential compliance issues that can lead to lost cases or audit findings.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

2 hrs/week

of manual work

$5,400/year/ year

With your AI agent

20 min/week

agent-handled

$900/year/ year

You save

$4,500/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Prepare a claim for litigation review

You ask your agent to summarize the claim file and draft an email to legal counsel for initial review.

Organize supporting documents for counsel

You ask your agent to list and attach all necessary claim documents for the legal team.

Follow up on legal questions

You ask your agent to track which questions have been answered by counsel and which are still pending.

Update management on litigation status

You ask your agent to generate a status report summarizing legal correspondence and next steps.

How to hire your agent

1

Connect your tools

Link your claims management, document storage, and communication tools used for claim documentation and correspondence.

2

Tell your agent what you need

Type: “Summarize claim #4567 for litigation and draft an email to our legal counsel with key issues and required documents.”

3

Agent gets it done

Receive a ready-to-send legal summary, draft email, and organized checklist of supporting documents.

You doing it vs. your agent doing it

Read through entire file and write a summary for counsel.
Agent extracts and summarizes key details instantly.
45 min/claim
Manually write and organize all claim details in email.
Agent drafts a structured email with all necessary info.
20 min/email
Manually list and attach each supporting document.
Agent generates a checklist and organizes files for you.
15 min/claim
Maintain a separate log of questions and responses.
Agent updates and organizes a response tracker automatically.
10 min/claim

Agent skill set

What this agent knows how to do

Summarize claim files for legal review

Pulls key facts, timelines, and policy details from PDF claim files and generates concise summaries for attorneys.

Draft litigation emails

Creates ready-to-send email drafts in Outlook, outlining claim status, legal questions, and attached documents.

Compile supporting document checklists

Analyzes claim folders in SharePoint or Google Drive and produces a checklist of all required evidence for litigation.

Track counsel responses and next steps

Logs attorney feedback and outstanding items in a structured format, so you never lose track of open legal questions.

AI Agent FAQ

No, your AI agent prepares draft emails for you to review in Outlook or Gmail. You remain in control of all communications and can edit before sending.

You can upload exported claim files from Guidewire or Duck Creek for the agent to process. Direct API integrations are planned for future releases.

All data is encrypted using TLS 1.3 during processing and is deleted immediately after task completion. The agent never stores claim information.

Yes, you can upload several claim files in one batch. The agent will generate separate summaries, checklists, and draft emails for each case.

Absolutely. You can specify which details to highlight, preferred email formats, and unique requirements for each litigation process. The agent adapts to your instructions.

The AI agent is optimized for claims adjusters, litigation managers, and legal operations staff working with insurance and financial services claims.

See how much your team could save with AI

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