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Putting together a demand package: records, bills and proof in one place

A demand package is only as strong as its organization. Complete records, a clean bills summary and clear proof of lost income make it easier for counsel to present the claim.

Legal support4 min readCorvane Ashmoor & Co.

In injury matters, counsel often sends a demand to the insurer before or instead of filing suit. Counsel decides what the demand says and asks for. Litigation support makes sure everything behind it is complete, organized and easy to follow.

What usually goes in

  • The medical records for every provider, in date order.
  • A summary of medical bills by provider, with dates and amounts.
  • A medical chronology, if counsel wants one.
  • Proof of lost income: pay records, a letter from the employer, tax records.
  • Photos, the police or incident report, and witness information.
  • Lien and reimbursement information, so counsel knows the full picture.

Check before it goes out

Records requested but not yet received, bills that do not match the records, and treatment that is still ongoing are the usual gaps. Flag them for counsel before the package is final.

Keep a copy of exactly what was sent

Save the complete package as sent, with the date and how it was delivered.

Our demand package checklist walks through each piece.

Litigation support is performed at the direction of a licensed attorney. The content of any demand is counsel's decision.

This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.

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