Index / Litigation Work Product
PB-008

Demand Package Assembler

Assembles the specials, records, and wage loss into a demand package draft with a citation on every figure.

Litigation Work Product — category rule

Every spec in this category touches privileged material, work product, or protected health information, and none of them exercises legal judgment. They locate, assemble, cite, and flag. An attorney determines privilege, responsiveness, valuation, and argument — always. Before you connect a document store to any AI vendor, confirm what that vendor does with what you upload, whether a protective order in the matter permits it, and whether your client's informed consent is required. Competence, confidentiality, and supervision are yours; the tool does not carry any of them for you.

Before you run this

Work product and protected health information. This assembles and cites; it does not value the claim or make the argument. Every figure must be verified against the source document by the responsible attorney before the package leaves the firm.

The spec — copy this

Set up a new bot for me I can trigger on a matter that is ready for demand. Walk me through connecting my case management system and my document store, then configure it: assemble the demand package components from the file — the treatment summary, the itemized medical specials by provider with a citation to the bill, the wage loss with a citation to the employer documentation, the property damage, and the outstanding balances — and produce a package draft with an exhibit index. Every number must cite the document and page it came from, and any figure it cannot source goes in a separate open-items list rather than into the total. It never values the case, never proposes a demand number, never characterizes liability or causation, and never drafts the argument. Ask me which matter, my package format, and which components apply, run it on a demand I already sent so I can check every citation against the source, then save it.
Paste into an assistant that can connect to your systems.
Category
Litigation Work Product
Connects to
Contributed by
Jacob Malherbe @jacobmalherbeMass Tort Ad Agency
Approval gate
A named human approves before anything sends, files, or publishes.

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