LAT COMPENDIUM
Search Best Practices Checklist
1.
Pre-Search Preparation & Strategy
PREPARE
Identify Core Issue
Identify the exact SABS section(s) or general issue involved (e.g., S. 32 Notice to Insurer, S. 34 Reasonable Explanation, Compliance Issues, CAT Impairment)
Articulate Question
What specific question or outcome are you trying to resolve?
Determine the Scope
Decide whether you need a broad historical overview or a targeted search on specific criteria (e.g., specific adjudicator, applicant/respondent counsel)
2.
Execute Efficient Searches
EXECUTE
Choose Search Type
Structured Search: Target specific SABS sections, Reason Codes, or precise benefit categories.
Keyword Search: Target unique fact patterns, exact phrases, root words, or specific injuries
Apply & Refine Filters
Side Filters: Apply relevant filters to refine results
Entity Filter: Filter by Insurance Company, Counsel or Law Firm to analyze opposing arguments and strategies
Review Decision Outcomes
Outcomes are Applicant centric – Filter by For Applicant, Against Applicant, or Split, to build balanced argument, risk assessments or evaluate success rates
3.
Analyzing & Documenting Outcomes
ANALYZE
Analyze & Review Case Summaries
Review Case Summaries: Match key issues and fact patterns directly to your specific file question
Check Referenced Cases
Verify tagged precedent cases or LAT procedural rules
Export & Save
Export & Save: Save, print, or export key decisions directly to your claim file, legal opinion, or file notes.
4.
Research Escalation
ESCALATE
Incorporate into File Reviews
File Review Integration: Utilize database searches for initial dispute triage, reserve setting, or hearing prep
Escalate Complex Issues
Escalate via OAR: Commission an Outcome Analysis Report (OAR) for high-exposure claims, novel issues, or urgent deadlines
Set Up Ongoing Monitoring
Set Up Monitoring: Regularly benchmark decisions and refer to statistical reports for broader LAT trends