# A legal AI workspace for insurance defense firms Source: https://mikeforlaw.com/practice-areas/insurance-defense Updated: 2026-10-13 Insurance defense firms use Mike to summarize depositions and medical records, check policy language against the facts, and draft the reports and evaluations carriers expect. Every statement cites the page it came from, so the adjuster and the supervising attorney can verify it. Defense work is volume with reporting duties. Each file needs a first report, a budget, periodic updates and an evaluation, and each one is built from the same kinds of source documents: the complaint, the policy, the plaintiff's records, the depositions. Mike reads those documents and drafts the report in the format your carrier clients require. Cuanto Labs sets Mike up against your open defense files, loads each carrier's report layout and billing guidelines, and tests the first reports on live assignments with your team. Claim notes and reserve discussions stay inside your firm's own installation. ## What Mike does for your practice - **Initial case reports.** Mike reads the complaint, the policy and the claim notes and drafts a first report in your carrier's format, covering the allegations, the coverage position as stated in the documents, the key facts and the open questions. The attorney edits the Word draft before it is sent. - **Deposition summaries.** Mike reads a transcript and produces a page and line summary organized by topic, with the testimony that helps and hurts your insured flagged for the attorney. - **Plaintiff record analysis.** From the plaintiff's medical and billing records, Mike builds a treatment chronology, lists prior and unrelated conditions, and tabulates billed amounts, so evaluations rest on the documents. - **Policy and pleading comparison.** Mike compares the allegations in the complaint with the policy's insuring language and exclusions and lists where they line up or conflict. Coverage conclusions stay with the attorney. - **Case evaluation and reserve memos.** Mike drafts the evaluation narrative from the file, with liability facts, damages documentation and risks laid out, and the attorney supplies the assessment and the numbers. - **Discovery responses and motions.** Mike drafts responses and motion sections from your templates and the facts in the file, and researches published case law on the issues presented, citing only what it has read. - **Reporting across a caseload.** Tabular review can pull the same fields from many files, such as trial date, status and next deadline, into one table for a supervising attorney's weekly review. ## How we set it up for your firm - **Carrier report layouts.** We load each carrier's initial report, status report and evaluation formats as Word templates, so drafts arrive with the headings and ordering that carrier expects. - **Litigation guideline checklists.** Each carrier's litigation guidelines become a saved checklist covering approval points and reporting intervals, so Mike can list what a file's next report must address. - **Deposition summary style.** Page and line format, topic headings and what to flag are set once to match how your attorneys already summarize. - **Plaintiff record review columns.** We build Tabular Review columns for medical and billing records, such as provider, date of service, body part, billed amount and prior condition, so an evaluation draws on one table. - **Caseload status table.** We define the fields your supervising attorneys check each week, such as trial date, next deadline and carrier contact, and save them as a repeatable review across open files. ## Questions attorneys ask ### What do we tell a carrier that asks how AI is used on its files? That is a firm decision, and carriers differ on what they ask. What Mike offers is a plain account of how a draft was made: it read named documents from the file, every statement points to the page behind it, and an attorney reviewed and edited the Word document before it went out. Carriers that publish AI guidelines can be given that description, and you decide what else to disclose. ### Can Mike produce reports in each carrier's format? Yes. During setup we load each carrier's report format and guidelines as templates, and Mike drafts into them from the facts in the file. The output is a Word document, so your attorneys edit it the way they edit any report, and revisions can be shown as tracked changes. If a carrier changes its format, we update the template, and the next report follows the new layout without anyone retyping headings. ### Does Mike take a position on coverage? No. Mike can compare the complaint to the policy language and list where they line up or conflict, with a citation to each page. Coverage positions, and who the firm represents on them, are decisions for the attorney and the engagement terms. If your engagement raises conflict questions, those are decided by the attorney before any coverage related document is drafted, and Mike is not asked to resolve them. ### Can it summarize long deposition transcripts? Mike reads the transcript and produces a summary by topic with page and line references. It flags testimony you tell it to look for, such as prior injuries or inconsistencies with earlier statements. An attorney should still read the key passages before relying on a summary. You can ask follow up questions of the transcript afterwards, such as where a witness first mentioned a prior injury, and Mike returns the page and line. ### Can one table show the next deadline on every open file? Yes, if the deadlines are written in documents Mike can read, such as scheduling orders, status reports and case management notes. Tabular Review pulls trial date, discovery cutoff and next deadline from each file into one table, and each cell links to the page it came from. It does not replace your docketing system, so compare the table against the calendar before relying on a date. ### Does Mike judge whether the plaintiff's medical bills are reasonable? No. It builds the table of providers, dates of service and billed amounts from the plaintiff's records, and lists prior or unrelated conditions it finds, each linked to the source page. Whether a charge is reasonable, related to the loss or compensable is a call for the attorney, a billing reviewer or an expert, who can then work from a table that is already assembled. ## Related - [Personal injury](https://mikeforlaw.com/practice-areas/personal-injury) - [Workers' compensation](https://mikeforlaw.com/practice-areas/workers-compensation) - [Commercial litigation](https://mikeforlaw.com/practice-areas/commercial-litigation) ## Book a call Book a 30-minute call at https://meet.mike.cuantolabs.com or email office@cuantolabs.com.