Where to Find the Demand Letter Tool
Select a case from the Viewing Case dropdown menu.
In the Case Navigation panel, select Demand Letter.
The Demand Letter workspace will load with your case details and document settings.
Step-by-Step: How to Generate a Demand Letter
1. Review Case Information
Your case information will appear on the left side of the screen, including:
Client details
Case details
Incident date
Insurance information
If any information is missing or incorrect, update it first. Incorrect case details may result in an inaccurate demand letter.
2. Choose Your Template
Select the demand letter template you want to use from the template dropdown.
If the generated demand does not display the correct structure or sections, review your template. The system follows the template exactly as written. Any missing or incorrect elements must be updated in the template itself.
Tip: For best results, Create a Custom Template that matches your preferred formatting style and firm standards.
3. Enter the Demand Amount
A demand amount is required.
You may update the amount later, but a value must be entered for the demand to generate.
4. Choose Whether to Include Citations
You can choose to generate the demand letter:
With citations
Without citations
Including citations will reference legal authority, source material, or law depending on your template structure.
5. Select the Documents to Use
All uploaded case files appear in the Documents section.
You may:
Keep all selected documents
Deselect any documents you do not want included
Upload new documents directly from this screen
The selected case files will be used to build factual sections, damages narratives, medical summaries, and other relevant portions of the demand letter.
5. Generate the Demand Letter
Click Generate Demand Letter
The AI will begin processing your selected files and building a demand letter. You may continue working elsewhere in the platform while the Demand Letter is processing.
6. Processing Time
Demand letter generation may take up to 30 minutes or more, depending on:
The number of documents selected
Total page count
Complexity of the information
Inclusion of citations
You may continue using the platform while the demand letter is processing.
7. Review and Edit Your Demand Letter
Once generated, the demand letter appears in the right-hand editor. You can:
Edit the text
Adjust formatting
Revise narrative sections
Update the demand amount
Make stylistic or legal changes
Each saved version can be revisited later for comparison or revisions.
8. Downloading Your Demand Packet
Once the demand letter is generated, you may download:
A PDF version
A Word version
A full packet that includes selected supporting documents
The Download Packet button appears at the top of the right-hand panel once the letter is ready.
Need to Regenerate?
If you need to update case files, change templates, add citations, or adjust details, you may regenerate the demand letter at any time.
Summary
The Demand Letter tool uses your chosen template, case information, and selected documents to create a complete, legally focused demand letter. By confirming your case details, selecting the correct files, and reviewing your template, you can generate a polished demand letter that is ready for editing, saving, or downloading.
Need Help?
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