AI DEMAND REVIEW OFFICE PROCEDURE

Purpose
This procedure creates a repeatable process for using the firm-approved AI account to prepare pre-suit personal injury demand packages.

1. When to use this procedure
Use this procedure when a case is ready for demand preparation or when the attorney asks staff to prepare an AI demand review.

2. Create the case AI folder
Copy the folder named "AI Demand Review - TEMPLATE" into the client's case file. Rename it using this format:

[Client Last Name], [Client First Name] - AI Demand Review

Example:
Smith, Mary - AI Demand Review

3. Add documents to the correct folders
Place the relevant documents into the matching subfolders. Do not place unrelated documents, duplicate scans, or obvious junk documents into the AI review folder.

4. Use only firm-approved AI
Client materials may be uploaded only to the firm-approved AI account/workspace. Do not use personal ChatGPT accounts, random AI websites, browser extensions, free PDF summarizers, or unapproved AI tools.

5. Run the standard prompt
Upload the documents or selected folder contents to the firm-approved AI account. Copy and paste the "Standard AI Demand Prompt" into the AI chat.

6. Save AI output
Save the AI output in the "11 AI Output" folder, using clear filenames such as:
- AI Case Snapshot.docx
- AI Medical Chronology.docx
- AI Specials Summary.docx
- AI Missing Items List.docx
- AI Demand Draft.docx

7. Required review
The demand letter may not be sent until staff verifies the key facts and the attorney approves the final demand.

8. Attorney approval
AI is a drafting and organization tool. It does not replace attorney judgment. No AI output may be sent to an adjuster, opposing counsel, court, or client unless reviewed and approved under firm procedure.
