I work in insurance defense and our clients don’t like to pay for research. I have been told to get creative with what I classify the matter as instead of calling is “researched X for 2.6 hours.” I feel like I spend 40% of the time researching so I really need to figure this out.

What could I put down instead of research

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Posting as :
works at
You are currently posting as works at

“Evaluate authorities on X issue in order to analyze arguments in [support\opposition] to position of X.” I practice insurance coverage and I do this all the time unless the client specially gives permission for research

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This is 100% what I see in my line of business and I know what it is but our higher ups seem to be more ok with this than research x issue

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Ask for pre approval via email for x number of hours and why. Done!

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“Evaluation and assessment of recent case law and legal precedent regarding X subject, for purposes of drafting Y (updated liability evaluation, summary judgment motion, etc).” If you have prior carrier authorization - not for the research itself, but for the thing you’re ostensibly researching for - throw in “as previous authorized by handling claims adjuster” at the end. A lot of the billing auditing software used by carriers is triggered by certain words, so the whole trick to billing is really all in the phrasing.

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