Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.holace.io/llms.txt

Use this file to discover all available pages before exploring further.

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]

​
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.

​
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.
Custom firm-specific templates can be configured: see Admin → Document Templates.

​
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]

​
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.

​
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]

​
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.
HoLaCe does not currently mail or email the letter for you — Mark as Sent is a record-keeping action. Print the letter, send it through your firm’s normal channel (mail, fax, email), then come back and click Mark as Sent so the timeline is accurate.

​
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.