Litigation Strategy and Case Evaluation
Portfolio Management
The roundtable brings together claims, coverage, defense counsel, and management to review exposure, defenses, and resolution options. It typically occurs at defined triggers including exposure thresholds and pretrial milestones.
Documentation of the discussion is generally protected.
Alternative Names:
Roundtable Review|Case Review Conference
Why it Matters?
The roundtable is where reserve and authority decisions are actually made, which means the evaluation presented should be structured for that process rather than as a narrative report. Identifying the specific decisions sought and the information supporting each is what makes the presentation useful. Preparing for questions about downside scenarios and alternative outcomes is more valuable than a confident single assessment.
Frequently Confused with
Related terms
Frequently asked questions
How should the evaluation be structured?
What preparation is most valuable?
