Demand Letters

A demand letter is the document that opens the negotiation with the carrier. HoLaCe pulls together everything you’ve already captured on the journey — medical narrative from the chronology, dollar totals from Damages, liability facts from the case file — and produces a draft you can edit before it goes out. [Screenshot: Demand letter editor with the AI-generated narrative on the left and the journey context panel on the right]

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Where to start

You can create a demand letter from three places:

1. Journey → Demand Letters tab → click Create New.
2. Journey → Investigations → after an investigation is approved, click Generate Demand Letter on the request card.
3. Sidebar → Demand Letters → Create at the top of the list.

The first option is the most common.

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Choosing a template

When you click Create New, HoLaCe asks which template to use. Templates are the system-level demand letter blueprints (e.g. Standard PI Demand, Premises Liability, UM/UIM). Each template has its own boilerplate, section ordering, and AI prompt configuration. [Screenshot: Letter Type Selector modal with three template cards, each describing the use case] Pick the closest fit to the case. You can always edit the draft afterward — templates set the structure, not the wording.

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AI-assisted generation

Once a template is selected, HoLaCe runs the AI generator. It pulls:

• Client name, date of incident, jurisdiction, defendant, carrier from the journey
• Medical narrative from the chronology (if one exists)
• Total Incurred and Other Damages from the Damages tab
• Liability facts from the case file and any approved investigation report
• The demand amount from the Demand tab — this is the single point of entry for the demand figure

The AI produces a complete draft in a couple of minutes. You’ll see a pre-generation validation modal first that flags missing data (no chronology, no medical bills, no demand amount) so you don’t generate against an empty case. [Screenshot: Pre-generation validation modal listing what’s present and what’s missing]

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Editing the draft

The demand letter editor is a split view — the document on the left, the journey context on the right. You can:

• Hand-edit any sentence inline (rich-text formatting preserved)
• Re-generate a single section if the AI’s pass on (e.g.) the liability paragraph isn’t strong enough
• Insert exhibits — the chronology, key records, photos — straight from the journey
• Toggle between Draft, Ready, and Sent statuses on the document header

The editor auto-saves while you work, the same way the chronology does.

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Attaching to a journey

Every demand letter is automatically attached to the journey it was created from. From the journey’s Demand Letters tab you can:

• See every letter that’s ever been drafted for this client
• Click any letter to re-open it in the editor
• See which investigation it was generated from (if any)
• See the current status pill (Draft · Ready · Sent)

[Screenshot: Journey’s Demand Letters tab listing two prior drafts and one Sent letter]

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Sending

When the draft is approved, click Mark as Sent on the editor header. HoLaCe records:

• Who marked it sent
• When it was sent
• Which version was final

After a letter is marked Sent, every adjuster offer or response gets logged in the Negotiation Log, which shares the same journey.

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What’s next

The demand letter goes out → the carrier responds → you log every offer in the Negotiation Log. When you reach a number, the Settlement Calculator takes over.