Building a demand package the adjuster can actually open
The letter is the short part. Behind it sits a records set ordered by provider and date, Bates stamped, with an itemised charges summary that ties to the number in the letter. Wage documentation and photographs go in the same bundle. Assembly from Filevine records is mechanical, and so is the bookmarked index the adjuster uses to navigate. Watch the delivery: carrier mail gateways strip large attachments and block links to file sharing, so a package that opens on the desk of the sender may never reach the file of the adjuster.
The same client name is typed into the conflicts database, the practice management system, the document management system and the ledger, and a conflict is only found later if two people spelled it the same way.
A firm organises everything by matter, and the matter record is created by hand from an intake form. That single re-keying step seeds four systems, and because there is no shared identifier between them, every later reconciliation is a name match against human typing.
- Filevine
- NetDocuments
- Outlook
When this is the wrong thing to build
Pick something else if the practice is not a claims practice. This shape fits pre-litigation injury and insurance work, where the package is built repeatedly against the same expectations, and it does not transfer to a matter where every deliverable is written from nothing.
The constraint that shapes it
The conduct rules decide what may be automated here, and they are adopted state by state rather than nationally, so specifics have to be checked against your own jurisdiction. More on how this sector works.
A deadline arrives. The bundle builds itself from what is already there. Read what this shape is, or start from one of these.
- Building a commission disbursement authorization at closing
- Drafting a seller net sheet from a payoff statement
- Getting the job photos onto the invoice before it sends
- Assembling the rebate submission before the program window closes
- Building the month end binder from the ledger
- Preparing state sales tax filings from ledger detail
- How do I Bates stamp a medical records set for a demand?
- What goes in a policy limits demand package?
- Why do adjusters not receive my large PDF attachments?
- How do I bookmark a demand exhibit set in one PDF?
- Does the charges summary need to match the itemised bills?
Back to law firms, or see how this is priced and scoped.