Practice system
Insurance Defense & Coverage, run as a system.
Carrier-appointed defense and coverage analysis: reservation-of-rights, reporting-guideline and litigation driven.
The tripartite relationship. The client is the insured, the payor is the carrier, and the system keeps those channels, duties and documents cleanly separated while running an ordinary defense underneath.
Stage
Policy limits
$1,000,000
Demand vs. limits
$850,000
Next report due
9d
Computed: Exposure vs. Limits
Evaluated exposure vs. remaining limits vs. demand vs. authority: one geometry, four numbers.
Posture
One question decides how the whole matter reads.
Who is the insured we are appointed to defend, and which carrier appointed us?
What it tracks
The documents this practice actually produces.
Assignment / tender letter
Reservation-of-rights letter
Litigation guidelines
Pre-trial reports to carrier
Demand letters
Computed
Exposure vs. Limits
Evaluated exposure vs. remaining limits vs. demand vs. authority: one geometry, four numbers.
Opening checklist
What starts moving on day one.
- Conflicts: insured vs. carrier and cross-claimant
- Answer-due triage in the first 24 hours
- Policy and guidelines extraction-processed
- Initial report to carrier calendared
- Litigation hold to the insured
Questions
Before you book the call.
- Do you build a matter management system specifically for insurance defense & coverage practices?
- Yes. It runs on the same MATTER Method as everything else I build, configured for how insurance defense & coverage actually moves: The tripartite relationship. The client is the insured, the payor is the carrier, and the system keeps those channels, duties and documents cleanly separated while running an ordinary defense underneath.
- What does the system actually track for a insurance defense & coverage matter?
- Every stage from assignment & tender to resolution, the facts that matter most for this practice (policy limits, demand vs. limits, next report due), the document set the matter actually produces, and one computed read: exposure vs. limits, evaluated exposure vs. remaining limits vs. demand vs. authority: one geometry, four numbers.
- Can I get this through MatterOS, or does it need a custom build?
- Both. It ships as a configured practice pack inside MatterOS for solo and small-firm workflows, or as a private, purpose-built system when a firm needs more control over data, integrations or workflow. Either way, we start with a short call to see which fits.
- Do you also handle litigation technology and expert witness work for these matters?
- Separately, yes, under the same practice. If a matter needs digital evidence structured or presented in a US courtroom rather than just tracked, that is the second half of what I do. See the Services page for how that engagement runs.
Take it home
Don't want a build engagement yet? Take the blueprint.
Insurance Defense & Coverage is one of the twenty-two packs inside Practice Pack Blueprints, the stages, vitals, deadline logic and document set for this practice, ready to install yourself. Two minutes on the readiness audit will tell you honestly whether that's enough, or whether this practice needs the full build.
Bring me the insurance defense & coverage matter. I've probably built this before.