MoraeSpend Intelligence
Insurance Claims edition

Outside counsel guidelines, compiled

Source: "Panel Counsel Litigation Management Guidelines, Motor Claims, March 2026" (PDF) · compiled from the document · 3 clauses needed human confirmation
LMG v2026.2 · 14 rules · motor BIShared with 11 firmsPublish v2026.3
Rules
Change enforcement here to see it in the draft; precision below the 95% bar blocks auto-apply
RuleWhat it checksEnforcementRealized YTD
LMG-4.2
Billed rate must not exceed the approved rate for the timekeeper on the effective rate card. UTBMS: all R-RATE
Auto-apply$1,078K
LMG-6.1
One task per entry; entries combining two or more tasks are block billed. Allowance set from comparable single-task entries at the same phase. L100–L500 R-BLOCK
Source clause: “Each time entry must describe a single task. Entries that combine multiple tasks will be reduced to the time reasonably attributable to the compliant portion.”
Specialist$522K
LMG-7.3
Clerical and administrative tasks are non-billable: scheduling, copying, scanning, pagination, file opening, conflict checks, invoice preparation. R-ADMIN
Auto-apply$529K
LMG-5.4
One timekeeper per event unless pre-approved. Exception: partner plus associate at mediation when reserve exceeds $100K (engagement letter, parsed). R-DUP
Specialist$256K
LMG-8.1
Legal research above 1.0h on claims under $150K reserve requires written pre-approval from the adjuster. R-RESEARCH
Advise$61K
LMG-9.1
Time billed for a task must be reasonable against comparable entries; findings require n ≥ 30 comparables and cite the median; auto-apply above 2.0× median only. R-TIME
Auto-apply$475K
LMG-11.2
Entries assisted by generative AI must name the tool; time for AI-assisted drafting is capped at 50% of the comparable median. New in v2026.3
Advise—
7 of 14 rules shown · 3 clauses could not be compiled unambiguously and are marked for confirmation