Workflow: Draft a demand letter

Category: Draft

The
Draft a Demand Letter
workflow substantially lessens the time it takes an attorney to draft a factual demand letter to opposing counsel, seeking to resolve a dispute, pre-litigation or during litigation.

Features and benefits

  • The
    Draft a Demand Letter
    workflow lets you create a detailed demand letter for potential dispute resolution through a guided workflow that runs a series of CoCounsel skills and refines your results, based on your initial “intake” documents and other information you provide about your case.
  • Depending on the user prompt, the workflow will utilize Summarize, Timeline, and/or Review Documents in drafting a response.

Practice tips

note
  • CoCounsel provides the basic prompt for you ("I would like to run
    Draft a Demand Letter
    ") in the Library, but your output will be based your own, brief, or detailed
    Summary of Dispute
    and any of the additional, optional documents you have uploaded.
  • The
    Draft a Demand Letter
    workflow output will be enhanced by the quality of the uploaded documents and information you provide.
  • Your demand letter can be drafted from either the posture of seeking resolution pre-litigation or of seeking settlement during active litigation.
  1. Upload files using the buttons inside the
    Draft a Demand Letter
    workflow window.
  2. Upload your "intake" materials:
    • Optional: Upload any underlying factual documents from your case, for example, your client intake notes, witness statements, correspondence. If you are drafting a demand letter during active litigation, you can upload litigation documents, for example, the complaint, expert reports, deposition transcripts.
    • Optional: Include as a template an existing demand letter you want to have CoCounsel follow for structure or tone.
    • Required: Provide a
      Summary of Dispute
      , with details about the case, including the parties involved, the nature of the dispute, and the remedies sought.
  3. Select
    Start Workflow
    , and let the workflow do the rest.
  4. CoCounsel will run your information through multiple skills (
    Summarize
    ,
    Timeline
    , and
    Review Documents
    ).
  5. You can review the results of those individual skill runs by selecting
    Show Steps
    .
  6. You can also download the outputs of the individual skill runs by selecting the download icon for each output.

Limitations to keep in mind

  • Only 1 template should ever be used.
  • The
    Draft a Demand Letter
    workflow requires you to enter your Summary of Dispute text into the skill before processing.
  • Keep in mind that the output is not a final version of a demand letter ready to send to opposing counsel but is instead equivalent to what a junior associate would produce as a 1st draft.
  • If your prompt requires CoCounsel to make computations, always double-check those computations.
  • You may only upload 200 files at 1 time.
  • Individual file size is generally capped at:
    • 20MB per file for TXT, HTM, HTML, or RTF files
    • 500MB for PDF, DOC, DOCX, EML, MSG, WPD, and ZIP files

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