---
title: "Index for a personal-injury demand package"
url: "https://ailawframework.com/precedents/personal-injury-and-compensation/us-demand-package-index"
type: "precedent"
site: "AI Law Framework"
id: "a21-us-demand-package-index"
area_id: "A21"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A21-A20260923-2", "A21-T1-R3", "A21-T1-R10"]
law_stated_as_at: "2026-10-22"
---

# 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.

Canonical page: https://ailawframework.com/precedents/personal-injury-and-compensation/us-demand-package-index  
Law stated as at: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [Personal Injury & Compensation](https://ailawframework.com/precedents/personal-injury-and-compensation.md)
- Jurisdictions: United States
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the 2 authorities it cites, for United States.

## 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

- [Draft a letter of demand or particulars of injury from the schedule](https://ailawframework.com/practice/personal-injury-and-compensation/draft-a-letter-of-demand-or-particulars-of-injury-from-the-schedule.md)
- [Prepare a damages or statutory-entitlements schedule](https://ailawframework.com/practice/personal-injury-and-compensation/prepare-a-damages-or-statutory-entitlements-schedule.md)
- [Draft a settlement advice and conference paper](https://ailawframework.com/practice/personal-injury-and-compensation/draft-a-settlement-advice-and-conference-paper.md)

## 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

## Authorities

- [45 CFR § 164.524(c) (what was requested, and that a summary is not a substitute unless the individual agreed)](https://www.law.cornell.edu/cfr/text/45/164.524)
- [Fed. R. Civ. P. 37(e) advisory note (the preservation letter is a separate paper; this index does not replace it)](https://www.law.cornell.edu/rules/frcp/rule_37)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/personal-injury-and-compensation/us-demand-package-index and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*
