The Intake-to-Demand Playbook: 7 Steps to a Settlement-Ready Draft
Turn your intake into a predictable pipeline. This 7-step playbook shows how PI firms use Legal Power AI to go from first call to a polished, settlement-focused demand.
1) Intake Essentials (Day 0–2)
- Capture incident facts (date, location, mechanism), policy info, and known providers.
- Start a running list of missing records and anticipated liens.
2) Records Request & Naming (Day 2–10)
- Request complete EMRs, imaging, PT notes, op reports, and itemized bills.
- Use a naming convention:
YYYY-MM-DD_Provider_DocumentType.pdf.
3) Upload to Legal Power AI
- Drag-and-drop PDFs and scans (no arbitrary page caps).
- Add a client background paragraph (work, family, hobbies, limitations).
4) Auto-Chronology Review
- Scan the timeline for gaps in care, conflicting dates, or duplicate bills.
- Request any missing items before you finalize the demand.
5) Draft Generation (~20 Minutes)
- Get a structured letter with liability, injuries, specials, non-economic damages, and demand amount placeholders.
6) Attorney Polish
- Refine causation, clarify aggravation vs. new injury, calibrate tone, and finalize the ask and deadline.
- Regenerate once if you want a cleaner reflow of key sections.
7) Export & Send
- Export to DOCX/PDF for your DMS. Log the send date and follow-up cadence (see Post D below).
Playbook Tips
- Create a “Ready to Demand” checklist in your case management system.
- Standardize paragraph snippets for venue, policy language, and comparative negligence.
