General Litigation Handling Guidelines

The following standards are applicable to counsel handling auto and general liability matters on behalf of The Hartford Claims.  Guidelines are developed to meet specific business needs, and can be different for different business units at The Hartford.  Please consult with the claim handler assigned to a particular case to clarify expectations.   

Initial Action Plan Conference
Reporting During the Case

Initial Action Plan ConferenceBack to Top

An initial teleconference should be conducted between counsel and the claim handler within 14 calendar days of the initial suit transmittal. This initial conference shall include, but is not limited to, a discussion of known facts, factual and legal issues, potential damages, potential settlement options and an agreement regarding an Action Plan.  The claim handler and attorney will work together to ensure that the Action Plan is confirmed in writing within one day of the teleconference.  This will identify the agreed action items and projected dates of completion. Reasonable efforts should be made to complete the items identified on the Action Plan in a timely manner, consistent with all venue requirements.

Reporting During the CaseBack to Top

Within 60 days of the assignment, counsel should submit an Initial Defense Counsel Report.   Click here for a report template.  A subsequent teleconference should be conducted with the claim handler within 7 days of the report, and the Action Plan will be updated by the claim handler as appropriate.

Counsel shall document all substantive activities and developments through the course of the assignment. An updated Defense Counsel Report should be provided upon material developments; prior to mediation or settlement conference; and after 90 days of there has been no other reporting.

At least 60 days prior to trial, defense counsel should submit a Pre-Trial Report.   A template is provided for use.  

Counsel will promptly provide copies of all substantive documentation to the assigned claim handler, including pleadings, expert reports, medical reports, research memoranda, or legal briefs, settlement documents, releases, orders of dismissal, etc.

Counsel will respond and comply with all reasonable requests for information from the claims representative or insured. Privileged documents should not be disclosed absent written consent of the insured.