Checklist · Personal Injury & Compensation

Index for a personal-injury demand package

A contents list for a demand a lawyer sends after records are in. Every dollar on it has to come from a document in the package. It is not a statement of the law of damages.

Kind
Checklist. Steps or checks to work through and tick off.
Where it applies
United States
AI use
Yellow You and the tool draft together, with you directing. You check every statement you rely on.
Law stated as at
22 October 2026
Status
Maintained. Checked on 22 October 2026 against the 2 authorities it cites, for United States.
Version
1
Source
Written for this library

When to use it

Use when the lawyer is ready to send a written demand and wants one index of what it relies on. Do not use it before the records path is done. Do not add a damages category the file does not support.

Used for these tasks

Each task page says how far AI may help with the task and what the lawyer must review.

How AI may be used

AI may list documents the lawyer has already tagged and add the figures printed on those documents. The lawyer decides what is demanded and what is left out.

AI may

  • Build the index from the tagged medical records, bills, and wage documents
  • Copy dollar figures only from the face of a tagged document
  • Leave a row blank rather than estimate a missing bill

AI must not

  • Must not invent a total, a multiplier, or a statutory interest figure
  • Must not describe the index as a filed pleading or as a sworn proof of loss
  • Must not send the package

The lawyer checks

  • Each amount is traceable to a document listed on the index
  • Records came through the authorization or the access request, and the date range is stated
  • Any state pre-suit requirement is filled only from a statute the lawyer has opened

Method: how the Green, Yellow and Red levels are decided. This is guidance for planning, not legal advice.

Authorities

Read the full text

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