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Pi Demand Summary

Build PI Demand Summaries in Minutes, Not Hours

12 minutes with CaseMark

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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.

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Pi Demand Summary

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Workflow

Pi Demand Summary

Overview

CaseMark's PI Demand Summary skill transforms your case files, medical records, and billing documentation into a comprehensive, persuasive demand summary ready for settlement negotiations. The AI structures your materials into five key sections covering liability, injuries, damages, and settlement positioning across all major personal injury claim types.

Preparing a personal injury demand summary requires attorneys to manually review hundreds of pages of medical records, billing statements, police reports, and expert opinions, then synthesize everything into a persuasive narrative. This process often takes 8-15 hours per case, and the risk of missing a treatment entry, billing item, or liability argument can significantly undervalue a claim.

CaseMark's AI reads and analyzes your entire case file—from police reports through the latest medical records—and generates a structured demand summary with liability analysis, chronological injury documentation, itemized damages, and settlement positioning. Attorneys get a comprehensive first draft in minutes, freeing them to focus on strategy and case-specific advocacy rather than document assembly.

How it works

  1. 1. Upload your case file, medical records, billing records, and any expert reports

  2. 2. AI analyzes liability, treatment history, and damages across all documents

  3. 3. Review the structured demand summary with liability analysis and damages breakdown

  4. 4. Export your polished demand package in your preferred format (DOCX, PDF)

What you get

  • Executive Overview

  • Liability Analysis

  • Chronological Injury Documentation

  • Damages Itemization

  • Settlement Positioning

What it handles

  • Executive case overview with incident snapshot and demand amount

  • Detailed liability analysis with duty, breach, and comparative fault rebuttal

  • Chronological injury documentation organized by treatment phase

  • Itemized economic and non-economic damages breakdown

  • Settlement positioning with comparable verdicts and risk assessment

  • Supports MVA, premises liability, product defect, and medical malpractice claims

Required documents

  • Case File Documents

    Police or incident reports, witness statements, photographs, and case correspondence

    .pdf, .docx

  • Medical Records

    Complete treatment records from ER through current care, including imaging, surgical notes, and discharge summaries

    .pdf, .docx

  • Billing and Wage Records

    Itemized medical bills from all providers, pay stubs, tax returns, and employer verification letters

    .pdf, .docx, .xlsx

Supporting documents

  • Expert Reports

    Life care plans, vocational assessments, accident reconstruction reports, or other expert opinions

    .pdf, .docx

  • Insurance Information

    Known policy limits documentation and prior adjuster correspondence

    .pdf, .docx

  • Photographs and Evidence

    Scene photographs, vehicle damage photos, or other visual evidence supporting liability or damages

    .pdf, .jpg, .png

Why teams use it

Reduce demand summary preparation from hours of manual work to minutes of AI-assisted drafting

Ensure no critical medical treatment, billing entry, or liability argument is overlooked across voluminous records

Present damages in a clear, itemized format that strengthens your negotiating position with adjusters

Maintain consistent, professional demand package quality across your entire PI caseload

Questions

What types of personal injury cases does this skill support?

CaseMark's PI Demand Summary supports motor vehicle accidents (MVA), premises liability, product defect, and medical malpractice claims. The AI adapts its liability analysis framework and legal standards to match your specific case type.

How does the AI handle comparative fault arguments?

CaseMark identifies potential comparative fault arguments from the case materials and generates proactive rebuttals supported by evidence from your uploaded documents. This helps strengthen your demand position before opposing counsel raises these issues.

Can I include expert reports like life care plans or accident reconstruction?

Yes. CaseMark can incorporate life care plans, vocational assessments, accident reconstruction reports, and other expert materials into the demand summary. These are integrated into the relevant sections for liability support and damages calculations.

How does the damages itemization work?

CaseMark extracts and organizes both economic damages (medical bills, lost wages, future care costs) and non-economic damages (pain and suffering, loss of enjoyment) from your uploaded records. Each item is individually listed with supporting documentation references.

Is the output ready to send to an insurance adjuster?

The CaseMark output provides a comprehensive, professionally structured demand summary that serves as an excellent foundation for your demand package. Attorneys should review and customize the content, add case-specific strategy notes, and finalize the demand amount before submission.

How long does it take to generate a demand summary?

CaseMark typically generates a complete PI demand summary in approximately 10-15 minutes, depending on the volume of uploaded documents. This replaces what traditionally takes attorneys many hours of manual document review and drafting.

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