Contact
← All workflows

Demand Package Compilation

A document for demand matters

18 minutes with CaseMark

Fast lane

We have it from here.

Choose the fast one-off run here, or jump into the workspace when you want saved history, revisions, and a fuller matter workflow.

Run this once here

Best for a quick one-off job. Add your email, upload the files, and we'll run the workflow and send the result to your inbox.

1. Add your email so we know where to send the result.

2. Upload the files you want analyzed.

3. Run the workflow and we'll take it from there.

Use in Workspace

Best for ongoing matters

Save and reopen matters, keep documents together, refine the output, rerun with changes, and export or share polished work product when you're done.

Open in Workspace

Need more context?

Scroll for the workflow details below if you want to review what this run handles, what documents help, and what the output looks like.

If this is part of a live matter, the workspace is the better fit: you can keep your documents together, revisit the result, and keep working without starting from scratch.

Jump to detailsOpen in Workspace

Start here

Run this workflow now

Best for a fast one-off run. Add your email, upload the files, and we'll deliver the result without sending you into the full app.

Workflow

Demand Package Compilation

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Demand Package Compilation

Overview

Creating comprehensive demand packages is time-intensive, requiring attorneys to organize dozens of documents, calculate damages, draft persuasive narratives, and ensure every exhibit is properly referenced. The manual process of compiling, indexing, and formatting these materials often takes 6-8 hours per case, delaying settlement negotiations and consuming valuable billable time.

Creating comprehensive demand packages is time-intensive, requiring attorneys to organize dozens of documents, calculate damages, draft persuasive narratives, and ensure every exhibit is properly referenced. The manual process of compiling, indexing, and formatting these materials often takes 6-8 hours per case, delaying settlement negotiations and consuming valuable billable time.

CaseMark automates demand package compilation by analyzing your case documents, organizing exhibits, calculating damages, and generating a professionally formatted package with cover letter, detailed demand letter, and indexed supporting materials. What once took a full day now takes minutes, giving you more time to focus on strategy and client service.

How it works

  1. 1. Upload Documents

    Upload your case summary or incident report, damages documentation

  2. 2. AI Analysis

    CaseMark analyzes your documents using advanced AI

  3. 3. Review Results

    Review and download your completed demand package compilation

What you get

  • Cover Letter

    Generated cover letter

  • Comprehensive Demand Letter with Introduction

    Generated comprehensive demand letter with introduction

  • Statement of Facts (Chronological)

    Generated statement of facts (chronological)

  • Legal Theories and Liability Analysis

    Generated legal theories and liability analysis

  • Detailed Damages Calculation Breakdown

    Generated detailed damages calculation breakdown

  • Settlement Demand with Response Deadline

    Generated settlement demand with response deadline

  • Numbered Exhibit Index

    Generated numbered exhibit index

  • Organized Supporting Exhibits

    Generated organized supporting exhibits

  • Evidence Documentation

    Generated evidence documentation

  • Professional Formatting and Pagination

    Generated professional formatting and pagination

What it handles

  • Feature 1

    Generate complete demand packages with organized exhibits in under 15 minutes

  • Feature 2

    Ensure all factual assertions are supported by properly referenced evidence

  • Feature 3

    Calculate damages accurately with transparent breakdowns across all categories

  • Feature 4

    Maintain professional formatting with automatic exhibit numbering and indexing

  • Feature 5

    Create persuasive narratives that strengthen settlement negotiating position

Required documents

  • Incident or Breach Documentation

    Core documents describing the incident, breach, or event giving rise to the claim

    PDF, DOCX, TXT

  • Damages Documentation

    Invoices, bills, receipts, estimates, and other proof of economic damages

    PDF, XLSX, CSV, JPG, PNG

  • Client Information

    Client intake forms, background information, and claim details

    PDF, DOCX

Supporting documents

  • Medical Records and Bills

    Medical treatment records, billing statements, and healthcare provider documentation

    PDF, DOCX

  • Witness Statements

    Affidavits, declarations, or written statements from witnesses

    PDF, DOCX, TXT

  • Expert Reports

    Expert opinions, evaluations, or analyses supporting the claim

    PDF, DOCX

  • Photographic or Video Evidence

    Visual documentation of damages, injuries, or relevant conditions

    JPG, PNG, MP4, MOV, PDF

  • Contracts and Agreements

    Relevant contractual documents establishing duties or obligations

    PDF, DOCX

  • Correspondence History

    Prior communications, demands, or settlement discussions with adverse party

    PDF, EML, MSG, DOCX

  • Employment and Wage Records

    Pay stubs, tax returns, or employment verification for wage loss claims

    PDF, XLSX, CSV

Questions

What makes a demand package effective in settlement negotiations?

An effective demand package combines a compelling narrative with comprehensive documentation that proves liability and damages. It should be professionally organized, include all supporting evidence indexed and referenced clearly, present damages calculations transparently, and demonstrate your readiness to litigate if necessary. The package must be self-contained and persuasive enough that the recipient understands exactly what happened, why your client deserves compensation, and how you arrived at the demand amount.

How does CaseMark organize exhibits in a demand package?

CaseMark automatically analyzes your uploaded documents and organizes them into logical categories that support your demand narrative, such as incident documentation, medical records, damages proof, contracts, correspondence, and expert reports. It creates a comprehensive exhibit index with clear numbering and descriptions, ensuring each exhibit referenced in your demand letter is properly included and easy to locate. The system maintains the evidentiary flow while ensuring professional formatting throughout.

Can I customize the demand amount and damages calculation?

Yes, CaseMark provides a structured damages framework based on your uploaded documentation, but you maintain complete control over the final demand amount and how damages are categorized and presented. The system helps organize economic damages like medical expenses and lost wages, suggests frameworks for non-economic damages, and allows you to adjust calculations based on case-specific factors and your professional judgment.

How long does it typically take to create a demand package manually versus with CaseMark?

Manually compiling a comprehensive demand package typically requires 6-8 hours of attorney time for document review, organization, exhibit indexing, damages calculation, and drafting the demand letter with proper citations. With CaseMark, the same process takes approximately 15-20 minutes, as the system automates document organization, exhibit indexing, and generates a draft demand letter with all supporting materials properly referenced and formatted.

What types of cases is this demand package tool suitable for?

CaseMark's demand package compilation works for virtually any civil matter requiring pre-litigation demands, including personal injury claims, commercial disputes, breach of contract cases, employment matters, property damage claims, and insurance demands. The tool adapts to different damage types and legal theories, making it versatile across practice areas while maintaining the professional standards required for serious settlement negotiations.

Related

30b6 Corporate Rep

Master 30(b)(6) Depositions in Minutes, Not Hours

30b6 Deposition

Master 30(b)(6) Depositions in Minutes, Not Hours

Abstract of Judgment

Draft Judgment Abstracts in Minutes, Not Hours