Flip the Tables with Legal AI to Improve Settlement Negotiations

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Preparation is everything when negotiating with insurance adjusters for personal injury claims. The adjuster’s job is to minimize the payout—often by surprising you with quick calls, pointed questions, and pressure to settle.

We know from our industry benchmarks reporting that 66% of attorneys report being caught off guard during adjuster conversations. If you’re like most of your peers, you don’t want to be blindsided by any new or missing information—especially any case weaknesses that you can prepare to defend with proper notice. If this resonates with you, it’s time to move beyond your intuition and experience. You need modern tools that provide immediate access to the correct information.

Enter EvenUp’s Negotiation Preparation™, an AI-enabled dashboard that displays key case strengths and weaknesses along with easily accessible details ranging from injuries to key documents. The tool enhances caseload management, ensuring attorneys can seamlessly handle multiple claims without missing critical details.

Continue reading to learn more about Negotiation Preparation™ and how it helps you enter every negotiation with confidence. 

Adjuster Negotiations Are Unpredictable and High-Stakes—But They Don’t Have to Be

Personal injury attorneys often find themselves fielding unexpected calls from insurance adjusters.

Imagine you’re deep in one of your 30+ open cases when your phone rings with a call from an adjuster, ready to discuss a different claim. You’ve got 30 seconds to gather your thoughts, shift focus, and prepare for a negotiation that could impact your client's financial future. The stakes are high, and there’s no room for error.

If you’ve got a baseline document management system in place, you may be able to open a folder for that client and quickly peruse the demand or relevant medical documents. Even then, you’re left scrambling without detailed notes on case strengths or write-ups on how to navigate the particular case weaknesses. 

You’re likely caught off guard once the adjuster references specifics from the medical records or past treatment notes. All you can do is flip through stacks of documents, open numerous files on your computer, or call your paralegal for quick help.

How to Negotiate with Insurance Adjusters Using EvenUp to Gain a Competitive Edge

EvenUp’s Negotiation Preparation™ is designed to eliminate the guesswork in negotiating with insurance adjusters. It provides a streamlined, intuitive platform that offers everything you need to negotiate personal injury claims without wading through dozens of documents.

1. Consolidated Case View: One Screen, Every Detail

The case view is your command center. It presents all relevant case facts and documents in a single, easy-to-navigate view.

The dashboard consolidates critical case details into one place, helping you stay organized and reducing the need to switch between documents. This centralized approach allows you to access key exhibits instantly, enhancing your ability to respond quickly and accurately during negotiations.

For example, the treatment timelines feature provides a simple visual to help understand your client’s course of treatment and with treatment gaps clearly called out, you can easily prepare to counter any arguments.

2. Case Strengths and Weaknesses: Maximize Advantages, Prepare for Flaws

As you work through how to value a personal injury case, every claim has strengths and weaknesses. The strengths outlined in Negotiation Preparation™ are extracted directly from the raw case files, helping you quickly know the strong points of your case, such as any surgeries, injections, or positive diagnostic tests that boost your claim’s value.

At the same time, it prepares you for potential weaknesses, such as prior injuries, before they impact case outcomes and come with direct citations to the referenced exhibit. 

The tool allows you to customize case strengths and weaknesses to fit your specific case, making the dashboard your own so you’re comfortable referencing it throughout the case.

3. Injuries: Pinpoint Supporting Evidence for Adjuster Conversations

Injuries are often the cornerstone of a personal injury claim. 

With Negotiation Preparation™, you can quickly access information about the injuries sustained and how they relate to the case—making it easier for you and your staff to estimate the value of a case based on the extent of the injuries. It equips you with the information needed to counter adjuster arguments effectively.

4. Bills vs. Policy Limit: Know Your Financial Boundaries

Understanding the financial scope of a claim is critical. Case Financials clearly shows how much has been spent on the case compared to the policy limits. When adjusters push back on costs, you can reference precise figures to justify your demand, negotiating confidently and clearly. 

If that’s not enough, you can bring in past settlement examples using the Highest Value Similar Settlement tool. This feature helps you and your staff stay firm on offers and avoid settling for less than a case is worth. It highlights the top-end value for each case type, motivating users to push for the best possible outcome. It also offers a seamless path into the Settlement Repository, making it easy to refine searches and explore additional comparable settlements.

5. Case Companion™: AI-Powered Real-Time Answers

Case Companion™ is EvenUp’s legal AI assistant that offers real-time answers to your questions across all cases. It works well in tandem with Negotiation Preparation™.

Case Companion™ provides instant access to raw documents, eliminating the need to shuffle through papers or open countless files. Its seamless answers help whether you’re on the phone with an adjuster or preparing for a negotiation. Each answer is backed by line-level citations to the exact case files the information is pulled from—ensuring your responses are accurate and credible.

With real-time analysis, you can quickly locate facts, analyze documents, and retrieve line-based evidence to reinforce your negotiation position.

Take a look at Case Companion™ in action

Flip the Tables on Insurance Adjusters with EvenUp

With EvenUp’s Negotiation Preparation™, personal injury attorneys and their support staff can approach every negotiation prepared, informed, and confident—no more guessing games or scrambling for details. Instead, you’ll negotiate from a position of strength equipped with technology to meet the challenges of personal injury claims.

In a world where insurance adjusters aim to minimize payouts, Negotiation Preparation™ helps you flip the tables, turning difficult negotiations into opportunities for success. Don’t just respond to adjusters—lead the conversation and secure the best outcomes for your clients every time.

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