STEPS:
1.   Click the Demand Wizard screen from the Client Information folder on the Site Plan.   View screen shot.
2.   The Demand Wizard eliminates costly errors and wasted time by merging information already in the ePITS system, such as medical costs and lost wage information, with your input and selection of applicable law from a drop-down screen, to automatically assemble a Settlement Demand Letter.
3.  When all medical information has been received, an online prompt asks you if the client is ready for demand.  If so, you can then use the Demand Wizard to prepare the demand.   View screen shot.

4.  The first screen provides an explanation of the Demand Wizard and the function of each of the buttons.  Click the Next button.  View screen shot.
5.   The Introductory Paragraph screen contains a default introductory paragraph to the letter which can be modified and edited to meet your needs.  Click the Next button.   View screen shot.
6.    On the Personal Information About the Client screen, enter the personal information about the client to act as an introduction to the facts about the accident or injury.  Click the Next button.    View screen shot.
7.    Using the resources in the file, enter the details and facts relating to the accident/injury on the Accident Facts screen.  Click the Next button.   View screen shot.
8.    From the Liability Law screen, select the type of law from the drop-down list that applies to the case.  An excerpt of that law appears in the text box.  If the type of law applicable for the case is not available for selection, you may enter the new law in the Law Master for insertion on this case and new cases of a similar nature. Another option is to click on Import New Law and search www.FindLaw.com to select and import the applicable State law.  Click the Next button.  View screen shot.
9.     Provide a chronological outline of the client's course of medical treatment on the Course of Treatment screen.  Click the Next button.   View screen shot.
10.   The Treatment/Cost Reconciliation screen transfers all provider information, including dollar amounts from the Medical Provider screen, thus eliminating the risk of error.  It is important that you compare the amounts listed on the medical bills for each provider with the amount listed on the screen as the client may have received additional bills since the entry on this screen, or portions of the treatment billed may not be related to the case.   If the amounts are to be included in the demand letter, ensure that the Include in Demand box is checked.  Reconciliation is required before the Demand Settlement Letter can be created.  Click the Reconciled to Provider box upon completion of reconciliation.  Click the Next button.  View screen shot.
11.   On the Intangible Damages screen, a default paragraph is automatically added to cover loss relating to pain and suffering, mental anguish and loss of enjoyment of life.  If you wish to modify the intangible damages insert, you can do so under the Law Master list. Another option is to click on Import New Law and search www.FindLaw.com to select and import the applicable State law.   Click the Next button.  View screen shot.
12.   Summarize on the Loss of Earnings screen, the client's employer(s), hours, and salary information to give a picture of loss of earnings, loss of opportunity, or loss of wages while treating.   Click the Next button.  View screen shot.
13.   Like the medical provider information, the economic loss figures are transferred from the Economic Loss screen to the Employer Lost Wages/Loss of Opportunity screen.  Review these for accuracy by reconciling them to the evidence supporting this loss, and modify the figures if necessary.  The items that had been checked in the Economic Loss screen to be included in demand will transfer to this screen and be included in the actual demand letter if checked here.  Click the Next button.  View screen shot.
14.   A default paragraph containing an excerpt on the law relating to lost wages is automatically included in the demand letter on the Lost Wages Law screen. You may use the Law Master to modify this as necessary to fit the case. Another option is to click on Import New Law and search www.FindLaw.com to select and import the applicable State law.  Click the Next button.   View screen shot.
15.  On the Specify Damages screen, select the damages particular to the case you are working on, in the order that you would like them to appear on the demand letter. The Sort Order can also be changed by highlighting the numbers and changing them.  Click the Include in Demand box next to those damages that are to be included in the demand letter.  After the attorney has reviewed the proposed demand settlement letter, enter the amount being sought for each of these damages.  View screen shot.
16.  Damage labels can be added or deleted from the Intangible Damages Master to create a standard list of choices for selection.  Click the Edit Intangible Damages button to add or delete intangible damages from the Master List.  Click the Next button.
17.   On the Ready to Print the Demand Letter screen, chose the appropriate demand letter recipient:
  • Defendant's Insurance (if there are multiple defendants, select the desired defendant)
  • Defendant's Attorney
  • Client's Insurance

Click the Save Changes and Print button to allow the attorney to review and/or modify the hardcopy of the Demand Settlement Letter prior to mailing.  No anchors are set when this option is selected.  If necessary, return to the individual screens to make modifications.  Clicking the Save and Exit button allows for the information in the Demand Settlement Letter to be saved and then completed at a later time.  Once the attorney has completed final review, click the Complete Demand button.  This changes the case phase from Demand In Progress to Negotiation and sets the follow-up ticklers regarding negotiation in the Daily Tickler and Daily Worksheet.
18.   At a pre-determined number of days, currently set to 30 days after the demand letter was sent, a tickler is set on the Daily Tickler and Daily Worksheet.  It asks if you want to send a counter offer letter to the insurance company inquiring about the need for additional information and asks for a counter offer.

A second prompt is set at a pre-determined number of days, currently 45 days after the demand letter is sent, for the LITTHRET letter suggesting the threat of litigation.

At a pre-determined number of days, currently 55 days after the demand letter is sent, the third prompt directs the attorney to investigate the possibility of mediation and/or arbitration.

The content and timing of these follow-up prompts are easily customizable.

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