> ## 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.

# Negotiation Log

> Recording adjuster offers and your firm's responses, round by round, with value-added math.

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]

## Where to find it

The log lives on the **Settlement** tab, left column. It opens populated as soon as the [demand letter](/legal-workflow/demand-letters) is sent and the carrier responds.

## Move types

Every entry in the log is a **move**. The available types match how negotiations actually run:

| Move            | Initiated by | Use when…                                                      |
| --------------- | ------------ | -------------------------------------------------------------- |
| **Demand**      | Firm         | The opening number — set automatically from the demand letter. |
| **1st Offer**   | Carrier      | The carrier's first offer back. Anchors the lift calculation.  |
| **Counter**     | Firm         | Your firm's counter to a carrier offer.                        |
| **Their Offer** | Carrier      | Any later carrier offer after the first.                       |
| **Final Offer** | Carrier      | When the carrier signals they're at the top.                   |

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]

## 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.

## 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]

<Tip>
  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.
</Tip>

## What's next

When the carrier and the firm land on a number, log the final move and move to the [Settlement Calculator](/legal-workflow/settlement-calculator). From there it's straight to the [Disbursement Statement](/legal-workflow/disbursement-statement).
