Module 3 of 7

Workers’ comp and liability claims

Claims and Workers’ Comp

The carrier wants a compensability memo, and the claimant has two prior claims and a second job.

$400

What it covers

Six topic areas.

  1. 01AOE/COE facts. The facts that bear on compensability, organized for the carrier without drawing the conclusion yourself.
  2. 02Recorded statements. Statement protocol, the represented-claimant rules, and what to capture without coaching a witness.
  3. 03The prior-claims read. Prior claims and the second job, laid out for what they show and nothing they do not.
  4. 04Carrier report formats. Reports written in the order adjusters read them, with the compensability memo on top.
  5. 05Sub rosa handoff. How surveillance product is summarized for the carrier without overstating what it shows.
  6. 06The work-product line. What is analysis you can hand over and what stays work product, kept separate so nothing crosses the line by accident.

What you get

A folder you upload to Claude once.

Inside it is a router file that decides which reference applies to the task in front of you, a firm profile you fill in once, and reference documents written the way a working investigator would write them. No subscription, no login, no platform. The files are yours.

Before you buy

Three things to know.

  • You need a Claude account. Free, Pro, Max, Team or Enterprise all work.
  • If you are on Free, Pro or Max, turn off model training in your privacy settings before you put case material through it. The install guide walks you through it.
  • It is your license on the report. This drafts, organizes and checks. You still do the work and you still sign it.

Every dollar credits toward the complete stack. Buying one at a time never costs more.

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