Help CenterAccurate demand letters in Law Practice AI start with properly uploaded medical records and bills. Clean uploads improve AI extraction of specials, exhibits, and chronology, ensuring professional and reliable output.
Best Practices for Uploading
1. Separate Bills and Records
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Do: Upload bills and medical records in separate folders
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Do: Label each clearly (e.g., “Smith_Hospital_Bill_2026.pdf”)
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Don’t: Mix bills and records; AI may misclassify items
📸 Screenshot: Upload list showing separate bills vs records
2. Group by Provider
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Do: Group documents by provider for clarity
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Do: Include provider name in filenames
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Don’t: Mix multiple providers in one file batch
3. Remove Duplicates
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Do: Check for duplicates before uploading
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Do: Use duplicate detection UI if available
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Don’t: Upload the same document multiple times; it confuses AI and inflates totals
4. Include Key Liability Documents
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Do: Add all relevant liability documents (policies, contracts, agreements)
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Do: Ensure supporting evidence is uploaded with claims
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Don’t: Assume AI will fill in missing liability documents
5. Common Upload Mistakes & Fixes
| Mistake | Cause | Fix |
|---|---|---|
| Mixed bills and records | Upload in single folder | Separate by type and re-upload |
| Missing provider info | Filename or metadata incomplete | Rename file with provider name; regenerate summary |
| Duplicate documents | Uploaded twice accidentally | Remove duplicates before generating demand |
| Rotated or unreadable scans | Poor scan quality | Rotate and rescan; ensure legibility |
6. Exhibit Packet Preview
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After uploading, preview how documents will appear in the demand letter exhibit packet
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Confirm order, completeness, and readability
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Adjust naming or grouping as needed
Final Tip
Well-organized uploads = clean AI outputs.
Follow the best practices to ensure accurate specials, exhibits, and demand letters.
Always double-check the exhibit packet before generating the final letter.