Contact
← All workflows

Settlement Demand Package

Generate Settlement Demand Packages in Minutes, Not Days

15 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

Settlement Demand Package

Step 1 · Deliver to

Step 3 · Run this workflow

Workflow

Settlement Demand Package

Overview

Preparing a comprehensive settlement demand package typically consumes 6-8 hours of attorney time—reviewing medical records, calculating damages, researching liability standards, and crafting persuasive narratives. The manual process of organizing evidence, citing relevant case law, and ensuring nothing is overlooked creates bottlenecks that delay client recovery and tie up billable hours on administrative tasks.

Preparing comprehensive settlement demand packages is time-intensive, requiring hours to organize medical records, draft persuasive narratives, analyze liability, calculate damages, and compile supporting documentation. Inconsistent quality and missed details can undervalue claims or weaken negotiating positions with insurance adjusters.

CaseMark automatically generates professional settlement demand packages by analyzing your case documents and creating persuasive demand letters with complete liability analysis, itemized damages assessments, and organized supporting documentation. Get insurance-ready packages in minutes instead of hours.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

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

What you get

  • Cover Letter and Demand Overview

  • Factual Background

  • Liability Analysis

  • Damages Assessment

  • Supporting Documentation

  • Settlement Demand and Terms

  • Conclusion and Next Steps

What it handles

  • Cover Letter and Demand Overview

  • Factual Background

  • Liability Analysis

  • Damages Assessment

  • Supporting Documentation

  • Settlement Demand and Terms

  • Conclusion and Next Steps

Required documents

  • Incident Report or Police Report

    Official documentation of the incident including date, time, location, and parties involved

    PDF, DOC, DOCX

  • Medical Records and Bills

    Complete medical treatment records, diagnostic reports, and itemized billing statements from all providers

    PDF, DOC, DOCX

  • Client Information

    Client intake form with personal information, employment details, and claim number

    PDF, DOC, DOCX

Supporting documents

  • Photographs and Visual Evidence

    Photos of injuries, property damage, accident scene, or other relevant visual documentation

    PDF, JPG, PNG

  • Witness Statements

    Written statements or affidavits from witnesses to the incident

    PDF, DOC, DOCX

  • Employment and Wage Records

    Pay stubs, employment verification, and documentation of lost wages or earning capacity

    PDF, XLS, XLSX

  • Expert Reports

    Medical expert opinions, life care plans, or vocational assessments

    PDF, DOC, DOCX

  • Property Damage Documentation

    Repair estimates, receipts, or appraisals for damaged property

    PDF, DOC, DOCX

Why teams use it

Generate complete 7-section demand packages in 12 minutes vs. 6+ hours manually

Automatically extract and organize facts from police reports, medical records, and witness statements

AI-powered liability analysis with jurisdiction-specific case law and statutory citations

Accurate damages calculations pulling data directly from medical bills and wage documentation

Comprehensive evidence cataloging ensures no supporting document is overlooked

Questions

What documents do I need to generate a settlement demand package?

At minimum, you need the incident or police report, complete medical records and bills, and basic client information including the insurance claim number. Optional documents like photographs, witness statements, employment records, and expert reports will strengthen the package. CaseMark analyzes all uploaded documents to extract relevant facts and create a comprehensive demand.

How does CaseMark calculate damages in the settlement demand?

CaseMark itemizes all economic damages from your medical bills, wage records, and other documentation, then analyzes the severity and impact of injuries to support non-economic damages. The system applies recognized valuation methods and presents damages in a clear, verifiable format that insurance adjusters expect. You maintain full control to adjust amounts based on your professional judgment.

Can I customize the settlement demand package after it's generated?

Yes, the generated package serves as a comprehensive first draft that you can edit and customize. All sections are fully editable, allowing you to adjust the demand amount, modify legal arguments, add jurisdiction-specific citations, or refine the narrative. CaseMark provides the structure and content foundation, saving hours of drafting time.

Does the settlement demand package include legal citations and case law?

Yes, CaseMark includes relevant legal standards, statutory references, and case law citations in the liability analysis section. The system applies general legal principles applicable to personal injury claims, which you can supplement with jurisdiction-specific authority. All legal analysis is presented in accessible language appropriate for insurance adjusters.

How does this compare to manually preparing a settlement demand?

Manual preparation typically takes 6-8 hours to review records, draft the demand letter, analyze liability, calculate damages, and organize documentation. CaseMark completes this in approximately 15 minutes by automatically extracting information from your documents and generating a professionally structured package. This allows you to handle more cases while maintaining high-quality settlement demands.

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