> ## 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.

# Demand Letters

> Drafting, AI-assisted generation, choosing a template, and sending 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]

## 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.

<Note>
  Custom firm-specific templates can be configured: see [Admin → Document Templates](/admin-cross-cutting/admin-portal/billing).
</Note>

## 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](/legal-workflow/medical-chronology-extraction) (if one exists)
* Total Incurred and Other Damages from the [Damages tab](/legal-workflow/damages-tracking)
* 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](/legal-workflow/negotiation-log)**, which shares the same journey.

<Tip>
  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.
</Tip>

## What's next

The demand letter goes out → the carrier responds → you log every offer in the [Negotiation Log](/legal-workflow/negotiation-log). When you reach a number, the [Settlement Calculator](/legal-workflow/settlement-calculator) takes over.