Status reports are required at intervals specified in litigation guidelines, typically at defined milestones and periodically thereafter. Content requirements usually include a case summary, evaluation of liability and damages, budget status, and recommendations.
Reports become part of the claim file.
Alternative Names:
Case Status Report, Reporting Letter
Why it Matters?
These reports are the primary record of what counsel advised and when, which makes them central evidence in any subsequent bad faith or malpractice dispute. Reports that describe activity without evaluating exposure fail their purpose, since the adjuster needs a recommendation and a number rather than a recitation of filings. Recommendations should be specific and written, because a verbal recommendation the carrier declined leaves no record.
Frequently Confused with
Related terms
Frequently asked questions
What should a status report contain?
Why should recommendations be written?
