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The Negotiation Log captures the back-and-forth between the carrier and your firm — every offer, every counter, every “final” — so the path from the demand letter to settlement is on the record. It’s also the source of the value-added math the firm shows the client at disbursement: how much did we move them off the first offer? [Screenshot: Negotiation Log on the Settlement tab with a stacked list of moves and the lift summary header]

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Where to find it

The log lives on the Settlement tab, left column. It opens populated as soon as the demand letter is sent and the carrier responds.

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Move types

Every entry in the log is a move. The available types match how negotiations actually run: Each move records the amount, the carrier name (when multiple carriers are in play), the date, and a notes field for context — the adjuster’s reasoning, who you spoke with, anything you’d want to remember six months later. [Screenshot: Add Move dialog with the move-type picker and the amount + notes fields]

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Round-by-round timeline

The log displays moves in a chronological feed. Each row shows the move type, the amount, the carrier (if more than one), the date, and your notes. From the top of the log:
  • 1st Offer — anchors the comparison
  • Last Offer — what’s currently on the table
  • Lift % — how much the firm has moved the carrier from the first offer
When more than one carrier is involved (UM + liability, e.g.), the carrier filter at the top lets you isolate one carrier’s track or see the combined timeline.

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Value-added summary

The Value-Added Summary card sits next to the log and converts the back-and-forth into client-facing math:
  • Opening offer → Final settlement — the dollar delta the firm closed
  • Medical bill reductions — what was negotiated off provider bills post-settlement
  • Attorney fee reduction (goodwill) — any voluntary reduction the firm absorbed
These three add up to the Total value added for client number — the headline figure the firm uses when explaining the disbursement to a client. [Screenshot: Value-Added Summary card with the three line items and the highlighted total]
Keep the notes field on each move honest and specific. The Negotiation Log becomes evidence the firm worked the file when a client questions the settlement, and HoLaCe’s COO AI agent can also pull patterns out of it across cases to help with future negotiations.

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What’s next

When the carrier and the firm land on a number, log the final move and move to the Settlement Calculator. From there it’s straight to the Disbursement Statement.