California policyholder answer

Can a paralegal help me with my insurance claim in California?

In California, a paralegal is only authorized to work under a licensed attorney's supervision — they cannot be hired directly by a consumer. What consumers can hire directly is a registered Legal Document Assistant (LDA), authorized under Business & Professions Code §6400 to prepare legal documents at the client's direction. For an insurance claim, that means organizing evidence, building correspondence logs, and preparing exhibit binders — but not giving legal advice or negotiating with the carrier.

The California distinction

Paralegals in California (Business & Professions Code §6450) may only work under attorney supervision. Legal Document Assistants (§6400) are the consumer-facing tier: bonded, county-registered, and hired directly by the public for self-help document work.

What we do on insurance files

We build the bad faith evidence file: chronological correspondence log, line-item estimate comparison, §790.03 citation map, and an exhibit-ready binder. Client-directed, $95/hour. If the file needs a lawsuit filed or a negotiated settlement, we hand off to a California attorney of the client's choosing.

Need the evidence organized?

We build the bad faith evidence file for California policyholders: correspondence log, line-item estimate comparison, §790.03 citation map, and an exhibit-ready binder. $95/hour, client-directed.

Open an evidence file

Related questions

Educational information only. Legal Document Assistants provide evidence services under California Business & Professions Code §6400 et seq.; we do not provide legal advice.

Not affiliated with any insurance carrier.

This site is operated by an independent California Legal Document Assistant. We are not affiliated with, endorsed by, sponsored by, or acting on behalf of Bamboo Insurance, Sutton National, State Farm, Allstate, USAA, Citizens, Travelers, Progressive, or any other insurance carrier. Carrier names are used only to describe the type of claim we help document, under nominative fair use. All trademarks belong to their respective owners.

We provide self-help evidence organization for consumers directing their own claim. We are not attorneys, do not provide legal advice, and cannot represent you in court. If you need legal advice, consult a licensed California attorney.

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