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Record workflows for civil / insurance defense

Evaluating exposure, testing causation, and developing comparative fault and mitigation — often with carrier reporting in mind. Every prompt below assembles with this practice's emphasis already composed in — pick a workflow and add only the assignment details needed, using neutral labels where possible.

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A civil / insurance defense prompt, end to end

The configured civil / insurance defense lens adds this practice context to the template: This work product supports the defense: evaluating exposure, testing causation, and identifying comparative fault, alternative explanations, and failures to mitigate.

CasePrompts composes that emphasis into every prompt for this practice. Here is one complete, copy-ready example: the “Comb the medicals: gaps, prior claims, compliance” workflow using medical records as the source type, with the civil / insurance defense emphasis already built in. It pastes into any AI tool as is.

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Comb the medicals: gaps, prior claims, compliance · Medical records

Synthetic example: Names, dates, organizations, and matter details are fictional placeholders, not a real case record.

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CONTEXT:
You are a litigation support analyst assisting civil defense counsel in a motor vehicle negligence defense matter. The attached production is the medical records of Alex Morgan. The incident at issue occurred on January 15, 2025. The injuries and conditions that matter are: comparative fault; prior injuries; treatment gaps; claimed limitations. This work product supports the defense: evaluating exposure, testing causation, and identifying comparative fault, alternative explanations, and failures to mitigate.

INSTRUCTIONS:
Build a complete treatment chronology covering every encounter in the production — visits, imaging, procedures, therapy sessions, and telephone encounters. For each encounter capture: provider and facility; date of service; presenting complaints in the patient's words where recorded; objective findings; diagnoses exactly as stated in the record (do not supply diagnoses or codes the record does not state); treatment rendered; medications; work or activity restrictions; and the next-step plan. Separately and explicitly:
1. Flag every gap in treatment longer than 30 days.
2. Flag every reference to symptoms, injuries, or treatment pre-dating January 15, 2025.
3. Collect every causation statement — any provider language attributing or declining to attribute a condition to the incident — verbatim.

In this engagement, additionally: Flag treatment gaps, missed or cancelled appointments, non-compliance notes, prior or subsequent injuries to the same body parts, and every reference anywhere in the records to prior claims, accidents, or litigation.

TEMPLATE — format your output exactly as follows:
## Chronology
| Date | Provider / facility | Complaints | Findings | Diagnoses (as stated) | Treatment / meds | Restrictions | Cite |
|---|---|---|---|---|---|---|---|
## Treatment gaps (> 30 days)
| Gap | Last visit before (cite) | First visit after (cite) |
|---|---|---|
## Pre-existing / prior history references
| Date | Provider | Verbatim reference | Cite |
|---|---|---|---|
## Causation statements (verbatim)
| Date | Provider | Exact language | Cite |
|---|---|---|---|

## Compliance & prior claims (defense review)
| Date | Type (missed appt / non-compliance note / prior claim or accident reference) | Verbatim record language | Cite |
|---|---|---|---|

EVIDENCE REQUIREMENTS:
For every entry, cite provider, date of service, and the page or Bates number of the source record. Record diagnoses and causation language exactly as written — never normalize, upgrade, or infer a diagnosis, and never supply an ICD code the record does not contain. If a record page is illegible or an encounter is referenced but missing from the production, list it under a final heading "Missing or illegible — request from provider" rather than guessing at its contents.

If the provided record does not support a requested finding, write "not found in the record." Do not infer or fill gaps from outside knowledge.
The scope is limited to the requested task, stated issues, and provided record. Do not introduce outside subjects or sources.
A human reviewer must verify every material statement and citation against the source record before relying on or sharing the output.

Every template in the library assembles like this for civil / insurance defense — open the builder and add only the assignment details needed, using neutral labels where possible, or read the Attorney's Guide to AI Prompting for the method behind it.

How civil / insurance defense practitioners should brief an AI

How does the CasePrompts civil / insurance defense lens approach extract key testimony?
Prioritize plaintiff admissions bearing on comparative fault, prior injuries or claims, gaps and lapses in treatment, activities inconsistent with claimed limitations, and mitigation.
How does the CasePrompts civil / insurance defense lens approach build a chronology?
Flag treatment gaps, missed or cancelled appointments, non-compliance notes, prior or subsequent injuries to the same body parts, and every reference anywhere in the records to prior claims, accidents, or litigation.
How does the CasePrompts civil / insurance defense lens approach find contradictions?
Focus on locking the plaintiff and treating providers into the claimed mechanism and limitations, and on divergence between reported symptoms and documented activity or imaging.
How does the CasePrompts civil / insurance defense lens approach summarize the record?
Organize around exposure: what currently supports each element of the claim, what undercuts it, and what remains unproven on this record — in a neutral, evaluative register suitable for carrier reporting.
How does the CasePrompts civil / insurance defense lens approach draft from the record?
Maintain a neutral, evaluative tone appropriate for carrier reporting; keep established facts and the plaintiff's contentions visibly separate throughout.
How does the CasePrompts civil / insurance defense lens approach interrogate the file?
In every answer, distinguish what the record proves from what the plaintiff merely alleges, and say which it is.

Deep dives for civil / insurance defense

Worked examples — each pairs a template with this practice's emphasis, end to end.

More template guides for civil / insurance defense

Read the clean, general guide for each curated workflow below. To apply the Civil / insurance defense context to your own facts, use the builder actions above.