Settlement
16 articles
Navigate the settlement process with clients. Communication templates and guides for demand letters, negotiations, and settlement discussions.
For Providers
Track Bills, Reductions and Payments by Firm
Your attorney portal keeps every personal injury lien in one place: what you billed, the reduction you agreed to, each payment, and what each firm still owes you.
For Providers
Get a Status Update From Any Law Firm
Send a law firm one link that lists every open case you have with them. They mark each one without an account, and their answers land on your cases.
For Firms
What to Say in a Demand Phase Message
What to cover in the message that fires when a case enters the demand phase, with sample copy, what to leave out, and the explainer video to embed.
For Firms
What to Say in a Settlement Phase Message
What to cover in the message that fires when a case enters settlement, with sample copy, what to leave out, and the explainer video to embed.
For Clients
Understanding Medical Liens
What clients need to know about medical liens and how they affect their case.
For Clients
What Happens After You File a Claim
A client guide explaining the typical process after a personal injury claim is filed.
For Firms
Setting Up Settlement Offer Notifications
Configure automated notifications when settlement offers are received and need client attention.
For Firms
Settlement Resolution Communication Templates
Templates for communicating settlement offers, negotiations, and final resolution to clients.
For Firms
End of Treatment Communication Templates
Message templates for when clients complete their medical treatment and the case moves to demand phase.
For Firms
Explaining the Demand Letter Process
Help clients understand what a demand letter is and what to expect after it's sent.
For Firms
Communicating with Clients About Liens
Explain medical liens and how they affect settlement in terms clients can understand.
For Clients
Should I Talk to the Other Insurance Company
Learn why you should direct all insurance communication through your attorney.
For Clients
How to Document Lost Wages
Track your lost income properly to maximize this component of your personal injury claim.
For Firms
What to Share During Negotiations
Keep clients informed and confident during the back-and-forth of settlement negotiations.
For Firms
What to Share Pre-Demand Letter
Prepare clients for the demand phase with clear communication about what comes next.
For Firms
Explaining Settlement Offers to Clients
Communicate settlement offers clearly and help clients make informed decisions about their case.
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