AI DEMAND REVIEW CHECKLIST

Client Name: _______________________________
Date of Loss: _______________________________
Staff Member: ______________________________
Attorney Reviewer: __________________________

Before using AI, confirm that the AI Demand Review folder contains, if available:

[ ] Intake/client facts
[ ] Police report or incident report
[ ] Photos/videos
[ ] Insurance/claim information
[ ] Medical records
[ ] Medical bills
[ ] Liens/LOPs
[ ] Wage loss documents
[ ] Adjuster correspondence
[ ] Prior offers/demands

Before uploading to AI:

[ ] Confirm we are using the firm-approved AI account only
[ ] Confirm no personal AI account is being used
[ ] Confirm documents are in the correct AI Demand Review folder
[ ] Confirm obvious duplicate/junk documents are removed
[ ] Confirm highly sensitive unnecessary documents are excluded

After AI produces output:

[ ] Save AI case snapshot to 11 AI Output
[ ] Save AI medical chronology to 11 AI Output
[ ] Save AI specials summary to 11 AI Output
[ ] Save AI missing-items list to 11 AI Output
[ ] Save AI demand draft to 11 AI Output

Before demand is sent, verify:

[ ] Client name
[ ] Date of loss
[ ] Defendant/tortfeasor name
[ ] Insurance carrier
[ ] Claim number
[ ] Policy limits, if known
[ ] Treatment dates
[ ] Provider names
[ ] Diagnoses/injuries
[ ] Medical bill totals
[ ] Liens/LOPs
[ ] Wage loss
[ ] Prior offers
[ ] Demand amount
[ ] Response deadline
[ ] Attorney approval
