Add New Demand Letter

Get started with our AI powered demand letters using the draft demand letter form. Simply add case details, append documents, and create intro/outros.

The following fields are required to create a demand letter:

  • Name of demand letter

  • Name of the claimant (first name and last)

  • Demand amount

  • Your firm's name and address *This information is autofilled from your organization. You can change it here on a case-by-case basis.*

  • Insurance company & adjuster claim number

Note: Before creating a new demand letter, a case must be selected

Name of demand letter, name of claimant, enter your demand amount

Fill out this information: Name of demand letter, Name of the claimant, (first name and last), Demand amount

Your firm's name and address & Insurance company/Adjuster Claim Number

Fill out this information: your firm's name and address (This information is autofilled from your organization. You can change it here on a case-by-case basis). Insurance company & adjuster claim number, at fault party, and date of loss

Introduction to the demand letter

The introduction to your demand letter can be fully customized to your discretion. A custom intro may be filled with dynamic fields that are determined by the information provided previously within the case you've selected such as Demand Amount, Insurance Company Name, and your Firm Name. Using the dynamic fields listed above the main text field makes future introductions faster to generate as these introductions may be saved for future use.

The introduction to demand letter has dynamic text fields which you can choose to add to the introduction of the demand letter. You may choose the custom intro or default intro which requires no additional set up.

Optional Sections

Depending on the case, you may want to include the following documents in your demand letter:

  • Legal Analysis

    • Upload Proof of Liability Documents

  • Medical Treatments

    • Upload Medical Documents

  • Damages

    • Upload Damage Documents

  • Future Care

    • Upload Future Care Documents

  • Pre-existing Medical Treatment

    • Upload Pre-existing Medical Treatment

Depending on the case, you may want to include these documents in your demand letter.
When appending additional documents, you will be prompted to choose from uploaded documents (left) or to upload a new document (right).

Outro to the demand letter

Similar to the custom introduction mentioned previously, the custom outro may be filled with dynamic fields that can be used to auto-populate information you previously added. Custom Outros can be reused as default outros in your future demand letters.

Custom outros can be used for future demand letters

Submit

At the end of the demand letter you've generated you can either reset or submit the letter for approval. *save draft functionality to be added in future updates*

We recommend not hitting reset after filling out all your information.

Last updated