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Draft from the record Mixed / full case recordMedical records

Demand Letter Facts Section

Draft the facts and damages narrative of a demand from the record itself — every sentence cite-backed, gaps flagged instead of papered over.

Example output (sample case details)

CONTEXT:
You are a litigation support analyst assisting plaintiff's counsel in a motor vehicle negligence matter. The attached materials are the case record for Teresa Okafor arising from an incident on March 4, 2024. You are drafting the factual portions of a demand letter addressed to the bodily injury adjuster. The theories that matter are: rear-end collision; cervical disc herniation; 14 weeks of conservative care.

INSTRUCTIONS:
Draft three sections of the demand in a confident, factual, professional tone — persuasive through specificity, never through adjectives:
1. THE INCIDENT — what happened, drawn only from the record.
2. COURSE OF TREATMENT — a narrative distillation of the medical record: initial presentation, diagnoses as stated, treatment arc, current status, and any permanency or future-care language providers actually used.
3. IMPACT — work missed, restrictions, and documented life impact.
Every sentence must be followed by a bracketed record cite. State no legal conclusions and no settlement figures. Where the record is silent on something a demand would ordinarily include, do not fill the gap — list it in the gaps section instead.

TEMPLATE — format your output exactly as follows:
## The Incident
[narrative paragraphs, each sentence followed by a bracketed cite]
## Course of Treatment
[narrative paragraphs, same citation discipline]
## Impact
[narrative paragraphs, same citation discipline]
## Gaps for attorney attention
Bullet list: what a complete demand would say here, and what the record currently lacks to say it.

EVIDENCE REQUIREMENTS:
For every finding, identify the source document by name and cite page:line for transcripts, timestamps for audio/video, and Bates/page for documents. Render every cite in square brackets at the end of the sentence it supports. Quote providers verbatim for diagnosis, causation, and permanency language. Use [BRACKETED PLACEHOLDERS] for any detail the drafting attorney must supply (policy numbers, claim numbers, enclosure lists). If the record does not support a statement, omit the statement and log it under gaps — never write toward a fact that is not in the record.

AI output is a starting point, not work product. Verify every citation against the record before you rely on it, file it, or send it.

What you'll fill in

  • Your role
  • Case type e.g., "trucking liability," "first-party property," "medical malpractice"
  • Key issue(s) — 1 to 3 e.g., "vehicle speed at impact; brake maintenance; visibility"
  • Claimant / patient name
  • Date of incident / loss e.g., "March 4, 2024"
  • Recipient / audience (optional) e.g., "claims adjuster," "client," "mediator"

Pro tip The gaps section is the real product — it's your to-do list before the demand goes out.

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