| 1. Click the Negotiation screen from the Client Information folder on the Site Plan. View screen shot. |
| 2. The Negotiation screen shows the Client header, relevant insurance information for both the client and the defendant. A Notes field is included in which notes pertaining to injuries incurred, correspondence sent and received and acceptable ranges for settlement amounts can be entered. All entries in this Notes field will merge to the Negotiations Report. |
| 3. Ensure that the desired client is showing in the Client Header screen. |
4. The date the demand letter was sent is automatically entered once the Complete Demand button is clicked in the Demand Wizard. View screen shot. |
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