Skip to main content
All Topics

Settlement

12 articles

Navigate the settlement process with clients. Communication templates and guides for demand letters, negotiations, and settlement discussions.

Clients

Understanding Medical Liens

What clients need to know about medical liens and how they affect their case.

SettlementMedical RecordsBilling
FAQ1/26/2026
Clients

What Happens After You File a Claim

A client guide explaining the typical process after a personal injury claim is filed.

SettlementBest PracticesCase Management
App Tutorial1/26/2026
Firms

Setting Up Settlement Offer Notifications

Configure automated notifications when settlement offers are received and need client attention.

SettlementNotificationsAutomation
Portal Tutorial1/26/2026
Firms

Settlement Resolution Communication Templates

Templates for communicating settlement offers, negotiations, and final resolution to clients.

TemplatesSettlement
Portal Tutorial1/26/2026
Firms

End of Treatment Communication Templates

Message templates for when clients complete their medical treatment and the case moves to demand phase.

TemplatesTreatmentSettlement
Portal Tutorial1/26/2026
Firms

Explaining the Demand Letter Process

Help clients understand what a demand letter is and what to expect after it's sent.

SettlementClient Communication
Portal Tutorial1/26/2026
Firms

Communicating with Clients About Liens

Explain medical liens and how they affect settlement in terms clients can understand.

SettlementClient Communication
Portal Tutorial1/26/2026
Clients

Should I Talk to the Other Insurance Company

Learn why you should direct all insurance communication through your attorney.

FAQSettlementClient Communication
FAQ1/26/2026
Clients

How to Document Lost Wages

Track your lost income properly to maximize this component of your personal injury claim.

SettlementDocumentsMobile App
App Tutorial1/26/2026
Firms

What to Share During Negotiations

Keep clients informed and confident during the back-and-forth of settlement negotiations.

SettlementClient Communication
Portal Tutorial1/26/2026
Firms

What to Share Pre-Demand Letter

Prepare clients for the demand phase with clear communication about what comes next.

SettlementClient Communication
Portal Tutorial1/26/2026
Firms

Explaining Settlement Offers to Clients

Communicate settlement offers clearly and help clients make informed decisions about their case.

SettlementClient CommunicationMessaging
Portal Tutorial1/26/2026
Still need help?

Can't find what you're looking for? Our support team is here to assist you.