Demands

A strong demand starts long before the letter is written. The preparation leading up to it can make all the difference in how effectively the claim is presented.

By the time a personal injury case reaches the demand stage, there should be a complete picture of the client's injuries, medical treatment, expenses, liability evidence, and other damages. The paralegal plays an important role in gathering that information, identifying what's missing, and organizing everything for the attorney's review.

The Para Necessities Demands Workbook walks Texas personal injury paralegals through the practical process of preparing a demand, from understanding the different types of demands and organizing supporting documentation to drafting, sending, and tracking the demand.

The goal is to help you understand what belongs in a demand package, how to prepare the file for attorney review, and what needs to happen after the demand is submitted.

What You'll Learn

This workbook includes practical guidance covering:

• Understanding what a demand is and when it should be sent

• Recognizing the differences between third-party liability, UM/UIM, PIP, and Stowers demands

• Identifying the documents needed for a complete demand package

• Gathering and organizing medical records, itemized bills, and supporting evidence

• Reviewing the file for missing records, outstanding bills, and incomplete documentation

• Preparing a clear liability summary supported by the available evidence

• Organizing medical treatment, injuries, and damages for presentation

• Understanding what to include in a demand letter and supporting exhibits

• Tracking policy requirements, demand deadlines, and response dates

• Preparing the demand package for attorney review and approval

• Sending the demand and documenting the submission

• Following up with the insurance carrier and tracking responses

• Using practical checklists and tracking tools to keep the demand process organized

Preparation Starts Before the Demand

One of the biggest mistakes in demand preparation is waiting until the client finishes treatment to start reviewing the file.

Missing medical records, incomplete billing, unresolved coverage questions, and gaps in documentation can delay the demand process when the case should be ready to move forward.

This workbook focuses on identifying those issues early, organizing the supporting documentation, and preparing a demand package that gives the attorney the information needed to evaluate the claim.

This Workbook Is for You If...

You're a Texas personal injury paralegal preparing your first demand, you've helped gather demand materials but haven't been responsible for the entire process, or you want a practical desk reference for organizing demand packages, tracking deadlines, and following up with insurance carriers.

Digital Download

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Please Note: Para Necessities materials are provided for educational and training purposes only and are not legal advice. Roberson Legal Consulting, LLC is not a law firm, and the author is not an attorney. Laws, rules, procedures, and court requirements may change and may vary by jurisdiction, court, and case. All information, deadlines, procedures, and citations should be independently verified with the applicable rules, court orders, and supervising attorney before use in any legal matter.

Questions about your purchase? Feel free to contact us at info@robersonlegalconsulting.com.