WorkflowPersonal Injury & Mass Torts

Demand Letter Drafting

Demand letter software that drafts the injury demand and its exhibit packet together, with each special totaled from its bill and each fact cited to a page.

Watch it work Book a walkthrough

Follow one demand from the bill stack to the signature ↓

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The problem

A paralegal writes the demand in one tool and builds its proof in another

The demand is where an injury case gets its value, and on most desks it is still written by hand. A paralegal works from the chronology, a stack of itemized bills, the police report, the photos and the wage records, then assembles the exhibits in a PDF editor. Nobody bills for that time on a contingency file.

Because the letter and the packet live apart, they stop agreeing. A charge turns up twice or not at all, a cited page holds something else, and the adjuster finds the soft line first: paid against billed, a study long after the fall, a gap in treatment. On a time-limited demand, one loose sentence about payment or the release can let the insurer walk away from the limits.

Built forPre-litigation attorneysDemand paralegalsManaging partnersRecords coordinators

The Problem Today

The demand is where an injury case is valued, and the adjuster reads each line for the one the records do not back.

3–8 h: to draft one demand letter, before the exhibits published
50,435: personal injury firms, averaging 2.5 staff published

Gathered piece by piece today

Bills
Reports
Exhibits
Deadlines

Letter and packet driftA bill counted twice, a citation to the wrong page
One loose deadline clauseA time-limited offer the insurer can walk away from

The Solution

Specials totaled from billsBilled, paid and outstanding, each line cited to its page
Read as an adjuster readsEach likely objection paired with the record that answers it
Letter and packet in stepSections drafted while exhibits are bookmarked and stamped
Attorney sets it and signsAmount, time-limited terms and the deadline approved

Built-in controls

The paralegal cannot sign or send a demand
Personal numbers masked on each exhibit page
No model is trained on client records

What You Get

Firms send a demand the adjuster cannot pick apart, with each likely objection already answered on the page.

< 1 h: of review per demand, down from 3–8 hours of drafting our estimate

No missed or double billsDuplicates removed, each provider accounted for
Deadlines that holdTerms checked and the date rolled past weekends
A packet that reads itselfBookmarks per exhibit and per bill, pages stamped

Nine screens, one demand

Inside the demand letter software, one feature per screen

Screens in the order a demand is put together, each paired with the person whose work it changes.

01Demand studio
A demand studio that drafts the letter beside its exhibit packet
How it works
- A shelf of the paralegal’s 14 open demands, each with where it stands
- The letter builds on the left, section by section, each with its agent and citation count
- The exhibit packet fills on the right, 115 of 186 pages placed so far
- Hovering a citation lights its exhibit and page in the packet
Demand paralegalEnds the split between a letter in a word processor and a packet in a PDF editor, where a figure in one and a page in the other quietly stop matching.
02Sections drafted
Agents that draft each section and check every citation against the packet
How it works
- A single run starts the agents, each step shown as it finishes
- 13 itemized bills totaled and a duplicate X-ray charge taken out
- Exhibits 11 to 17 placed in letter order, the packet now at 186 pages
- Section VI waits for the attorney’s amount
Demand paralegalReviews a finished draft in 50 minutes rather than writing one over a day, and no citation points at a page the packet lacks.
03Specials from the bills
Medical specials totaled from itemized bills, each line cited to its page
How it works
- $167,400 billed across 13 bills splits into $48,430 paid, $89,600 adjusted off and $29,370 outstanding
- Each line carries its page in the itemized bills exhibit
- A duplicate $640 X-ray charge is removed and noted on its row
- Re-total from bills reads the bills again; no amount is ever typed in
Demand paralegalConfirms medical specials he can defend line by line, with no bill counted twice and no provider missing from the schedule.
04Adjuster lens
An adjuster lens that answers each line an insurer will question
How it works
- Re-reads each bill the way an adjuster would
- Flags 5 of 13 lines, from paid against billed to a gap in treatment
- Pairs each objection with the record that answers it, cited
- Never lowers a claimed figure; the attorney decides what to claim
Pre-litigation attorneySees the line the adjuster will fight, and what the letter says back, before the first offer arrives instead of inside it.
05Liability facts
A liability timeline built from the insured’s own video and reports
How it works
- Video time codes: leak 6:19 PM, stocker 6:31 PM, fall 6:42 PM, sign 6:58 PM
- 23 minutes on the floor before the fall, each still cited to its page in the video exhibit
- Facts drawn from the police report, the incident report and a shopper’s statement
- Expected defense arguments listed beside the evidence that answers them
Pre-litigation attorneyGets notice and the open-and-obvious argument answered from the store’s own records before the adjuster raises either one.
06Injuries and treatment
An injury narrative in the doctors’ own words, each clinical phrase cited
How it works
- Written from a chronology of 214 record pages and 11 treatment events
- Keeps terms such as comminuted intra-articular fracture, each with its page
- A switch shows the same story in plain words
- An earlier record of the other wrist is set aside until the attorney rules on it
Pre-litigation attorneySigns an injury section with no diagnosis that a record does not state, and decides herself whether an old record belongs in the demand.
07Exhibit packet
An exhibit packet bookmarked, page-stamped and masked in letter order
How it works
- 17 exhibits, 186 pages and 41 bookmarks, one per exhibit, bill and key record
- 3 social security numbers, 5 dates of birth and 9 account and member numbers masked
- Only cited records go in; the duplicate bill page stays, marked
- 36 of 36 citations open the page they name
Demand paralegalApproves a demand package the adjuster can page through by bookmark, without stamping or masking a single page in a PDF editor.
08Policy and terms
Time-limited terms checked against the policy limits and the firm’s template
How it works
- Reads the declarations page: $500,000 each occurrence, $1,000,000 aggregate
- The attorney sets the demand at the policy limit, client authority on file
- Time-limited terms read 6 of 7 passing, one clause flagged
- The flagged clause sits beside a rewrite: accept in writing, pay within 10 days
Pre-litigation attorneyCatches the wording an insurer could use to walk away from a policy limits demand, days before the letter carries her signature.
09Sign and send
A response clock that starts only when the attorney signs and sends
How it works
- Six checks before it goes, from drafted sections to client authority
- Only the handling attorney can sign and send
- 33 days on the response clock: 30 from receipt, the deadline moved off the weekend
- A check-in call and a reminder letter set before the deadline
Pre-litigation attorneySends the demand 2 days after the last record arrived, where the old way took about 3 weeks, with the follow-ups already on the calendar.

A duplicate X-ray, an old sprain, a check-only clause and a late nerve study

Each was flagged by an agent and decided by a person, with the page behind it.

The same X-ray billed twice

Page 12 of the itemized bills held a second charge for one X-ray, $640. It stays out of the $167,400 total, and the page stays in the packet, marked.

An old sprain of the other wrist

An urgent care visit years earlier was for the left wrist and resolved in three weeks. The agent set it aside and asked; the attorney kept it out of the letter and the packet.

Acceptance tied to a delivered check

The template made a certified check at the firm’s office the only way to accept. The rewrite lets the insurer accept in writing and pay within 10 days, and the attorney approved it.

A nerve study 101 days after the fall

An adjuster will ask whether it is related. Numbness in the thumb and index finger is charted from the first follow-up, and the letter cites that page.

More of the file

The letter, its pages and its record, beyond the nine features

What demand letter automation leaves for the paralegal and the attorney to open around the draft.

Section IV of the demand letter: a schedule of 13 medical bills, each cited, then lost wages, future care and $208,700 in economic damages — **The schedule inside the letter**Section IV lists the 13 bills with their citations, then lost wages of $22,800 and future care of $18,500, for economic damages of $208,700.

Citation opened from the letter: the operative report passage on page 3 of exhibit 8, with the matching exhibit lit in the packet — **From citation to page**Each citation in the letter opens to the words behind it. Here, page 3 of exhibit 8, the operative report, lit in the packet on the right.

Injuries section switched to plain words, with the treatment chronology on the left and the cited clinical terms kept below — **Plain words for a lay reader**The injury section rewritten without medical terms, while the doctors’ own phrases stay listed and cited beside it.

Exhibit 8 in the packet builder: 31 page thumbnails of the operative report and inpatient records, several marked masked — **Masked before it leaves**Exhibit 8, the operative report and inpatient records, runs 31 pages. Pages that held personal numbers carry a masked mark.

Section VI of the letter, demand and terms, at the $500,000 policy limit with the attorney’s signature beneath and the packet at 186 pages — **The demand and its terms, signed**Section VI asks for the $500,000 policy limit on the client’s written authority, with 30 days to accept and 10 to pay, over the attorney’s signature.

Audit trail of 17 events: the attorney’s signature, amount and rewrite, the paralegal’s approvals and each agent step, newest first — **The demand’s own audit trail**17 events on one demand: what each agent drafted, and what each person confirmed, approved, decided or signed.

$208,700 in economic damages behind a $500,000 policy-limits demand

The figures behind one slip-and-fall demand, each from the page it is cited to.

Line	Amount	Cited to
Billed by 13 providers, one duplicate removed	$167,400	Itemized bills, line by line
Paid by the health plan and the client	$48,430	Payments on each bill
Outstanding on liens and letters of protection	$29,370	Balances on each bill
Lost wages, 15 weeks at 38 hours and $40 an hour	$22,800	Employer letter, W-2 and pay stubs
Future care, hardware removal	$18,500	The surgeon’s letter
Economic damages	$208,700	Specials, wages and future care
Demand, at the each-occurrence limit	$500,000	Declarations page and the client’s written authority

The paralegal confirms the specials, and only the attorney signs the demand

Agents draft and assemble. People confirm, decide and sign.

Demand paralegal

Sees: The shelf of open demands, the specials and the exhibit packet
Signs: Confirms the specials and approves the packet; cannot sign or send

Pre-litigation attorney

Sees: The adjuster lens, the liability facts and the time-limited terms
Signs: Sets the amount, approves the terms and set-asides, signs and sends

Managing partner

Sees: The firm’s demand templates, deadline rules and lens rules
Signs: Approves each change to a template or rule

Client

Sees: The amount the attorney proposes to demand
Signs: Written authority for that amount, and an affidavit of no other insurance

Demand letter software, before a demand goes out

What is demand letter software?

Demand letter software drafts the personal injury demand letter from the records, the bills and the liability facts. This one builds the letter section by section while the exhibit packet assembles beside it, ties each figure to its source page, and leaves the amount and the signature to the attorney.

How are the medical specials totaled?

The specials agent reads each itemized bill and totals billed, paid and outstanding from the bills themselves. It removes duplicate charges, cites each line to its bill page and never types in an amount it has not read. The paralegal confirms the total before it goes into the letter.

What does the adjuster lens show?

It re-reads the specials the way an insurance adjuster would: billed against paid, a gap in treatment, a device the health plan denied, a study long after the injury. Each likely objection sits beside the record that answers it. It never lowers a figure; the attorney decides what to claim.

Can it prepare a time-limited demand?

Yes. The checker reads the declarations page and the limits letter, tests each time-limited term against the firm’s template, flags a clause that mixes acceptance with payment, and works out the deadline, rolled past a weekend. The attorney sets the amount and approves the wording.

What happens to prior or unrelated medical records?

The injury narrative agent sets them aside and asks. A prior record goes into the letter or the packet only when the attorney decides it should, and the reason is kept on file.

Can an AI demand letter go out without a lawyer?

No. Only the handling attorney signs and sends, and only once the specials are confirmed, the packet is approved, the terms pass and the client’s written authority is on file. A citation that does not resolve blocks sending, and the agents never contact an insurer, a provider or the client.

Personal Injury & Mass Torts