Demand QA Before Sending: Facts, Totals, Attachments Checklist

Before sending a demand letter in Law Practice AI, performing a thorough Quality Assurance (QA) ensures accuracy, completeness, and professionalism. This checklist helps confirm facts, totals, and attachments are correct.

1. Verify Facts

• Check claimant details: name, address, and contact info

• Confirm case dates and timeline events are accurate

• Ensure provider names and treatments match source documents

• Checkpoint: AI-generated facts should match uploaded records

2. Review Totals

• Confirm claim amounts for medical bills, lost wages, and damages

• Ensure totals align with supporting documentation

• Cross-check for duplicates or missing line items

• Checkpoint: Summaries in draft vs source documents are consistent

3. Check Attachments and Exhibits

• Verify all bills, medical records, and liability documents are included

• Ensure exhibits are correctly labeled and ordered

• Remove duplicates or irrelevant files

• Checkpoint: Exhibit packet matches list of referenced documents in the draft

4. Additional QA Tips

• Use track changes if collaborating with another attorney

• Double-check any special notes or disclaimers

• Confirm that the demand type (standard, policy-limit, interim) is appropriate for the case

• Resolve any AI missing info prompts before sending

Final Tip

• QA is the last line of defense before sending a demand letter

• Following this checklist prevents errors, omissions, and miscommunication

• Accurate facts, correct totals, and complete exhibits make your Law Practice AI demand letters submission-ready