Goal & what you need
Goal
Prevent lost delivery proof, overwritten negotiations, collapsed date meanings, mischaracterized communications, invented deadlines, unauthorized follow-ups, and AI-driven settlement decisions.
What you need
- Lawyer-approved personal-injury demand transmitted through an authorized channel
- Exact as-sent demand package, recipient information, and delivery proof preserved
- Approved AI environment and written lawyer instructions for tracking, review, escalation, and follow-up authority
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 20 steps.
- 1Verify the matter, client, responsible lawyer, claim, recipient, assignment, scope, permitted users, and protected workspace.
- 2Obtain written lawyer direction defining the approved demand, tracking fields, response-date treatment, follow-up authority, reviewers, escalation rules, and prohibited staff or AI decisions.
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (10)
Preview two sources. Members can open the complete source list.