Claim file and estimate review worksheet
Print this original blank worksheet or save it as a PDF. Complete it privately; this page has no upload or submission form. Use a fictional case while studying.
1. Identify the question
Location or item:
Decision or amount being reviewed:
Written reason / source document:
Specific response requested:
2. Index the evidence
| Exhibit ID | Date / source | Location | Observation | Estimate line |
|---|---|---|---|---|
3. Reconcile estimates
Work item and unit:
Estimate A quantity / rate / total:
Estimate B quantity / rate / total:
Difference type (circle one): omitted work / quantity / price / duplicate / policy question
Evidence supporting a correction:
4. Track follow-up
Sent to / sent on / method:
Next action / responsible person:
Deadline and verified source:
Before using the worksheet
- Preserve original records and distinguish observations from opinions.
- Do not treat this worksheet as proof of coverage or legal advice.
- Verify policy obligations, deadlines and your authority to act.
- Keep completed customer records private.