Generate Your First Demand Letter: End-to-End Walkthrough

Creating your first demand letter in Law Practice AI is fast and structured. Follow this end-to-end walkthrough to ensure accurate, professional, and complete output.

Step-by-Step Walkthrough

1. Navigate to Demands Module

• Open your Law Practice AI dashboard

• Click Demands to access the landing page

• Checkpoint: You should see a list of existing demands or a “New Demand” button

2. Start a New Demand

• Click New Demand

• Select the matter/case you want to generate a letter for

• Fill out basic fields: claimant, recipient, claim summary

• Checkpoint: Fields marked with * required must be completed

3. Upload Supporting Documents

• Upload bills, medical records, liability docs, and other evidence

• Separate by type and provider for clarity

• Checkpoint: You should see uploaded files listed and no duplicates

• Tip: If missing info prompts appear, locate the source document and re-upload

4. Generate Draft

• Click Generate Draft to create your first AI-powered demand letter

• Checkpoint: Progress bar or spinner should indicate generation in progress

• Tip: If AI flags missing items, review prompts and upload additional documents before regenerating

5. Review and QA

• Read through the draft for:

  1. Accurate dates, providers, and claim amounts

  2. Correct referencing of exhibits

  3. Clear and professional formatting

• Checkpoint: You should see all sections filled and no missing data

6. Regenerate if Needed

• If any missing information or errors are found, click Regenerate after correcting or uploading additional files

• Checkpoint: Regenerated draft reflects updated inputs accurately

7. Export the Demand Letter

• Once verified, click Export

• Choose preferred format: PDF, DOCX, or combined package

• Checkpoint: Export confirmation message appears; file downloaded successfully

Final Tip

• Use checkpoints as mini verification steps to ensure completeness

• Always verify AI output before sending externally

• Iterative generation improves accuracy for first and future demand letters

Following this workflow ensures your first demand letter is professional, accurate, and ready for submission.