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Coverage for Litigation Support Services

Structured around how technical and project information is organized, analyzed, and presented, and how risk presents across that work.

Litigation support professionals assist legal teams by organizing, analyzing, and presenting technical and project-related information. Their work may include document review, timeline reconstruction, data analysis, and preparation of materials for proceedings.

Exposure is tied to how information is interpreted and presented. Work often supports disputes and may be reviewed by multiple parties.

We review how your services are structured before making any recommendation.

Where Exposure Tends to Arise

How Risk Typically Presents in Litigation Support

Document Organization & Review

Large volumes of records are reviewed and structured for analysis.

Data Interpretation

Findings are based on available information and may involve assumptions.

Preparation of Materials

Outputs are used in legal proceedings, negotiations, or dispute resolution.

Evolving Case Information

Additional documents or perspectives may emerge as a case develops.

What We Place

Coverage Typically Considered for Litigation Support Firms

Coverage is considered based on the type of investigations performed and how findings are used in claims or dispute contexts. All coverage is subject to the terms, conditions, and limitations of the policy as issued.

General & Property Liability (BOP) 

Helps respond when someone claims your business caused bodily injury or property damage.

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Commercial Auto

For vehicles owned, leased, or used by the business.

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Workers' Compensation

For covered employee injuries tied to work. This can include office injuries, travel-related work injuries, or incidents during job site visits.

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Professional Liability

Helps respond when a client alleges your professional services caused a financial loss, project issue, or other damages.

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Umbrella Liability

Sits above multiple underlying policies and responds when primary limits are exhausted.

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Cyber Liability

AEC firms carry more data exposure than most expect. Responds to costs from a covered cyber incident.

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Worth Reviewing

How Scope and Use of Materials Are Defined

Litigation support agreements define scope of document review, analysis, and deliverables. Clarifying reliance and limitations is important when work is used by legal counsel and other parties involved in a case.

Insurance requirements are worth reviewing against your current coverage before work begins.

The Process

How We Approach It

From initial conversation to structured recommendation, every step is deliberate.

Step 1
Understand Your Services

We review how you support legal teams, including document handling, analysis, and deliverables.

Step 2
Review Existing Coverage

We assess current policies, including limits and exclusions, against how your services are delivered.

Step 3
Align Coverage and Outputs

We consider how your coverage supports how your work is used in legal and dispute contexts.

Common Gaps

Where Information and Interpretation Diverge

Challenges arise when conclusions are drawn from incomplete or evolving records. Documents introduced later in a case, data interpreted differently by opposing parties, materials used beyond their original context.

Coverage that appears sufficient at a high level may not reflect how work is used in dispute settings.

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