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A demand is your formal request to an insurer. Matter Vault tracks each demand on the case, watches the insurer’s response deadline, and can generate the demand letter itself from the case file.
The case Demands tab

The Demands tab on a PI case

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At a Glance

Per-Case Demands

Each demand’s type, carrier, dates, and status, with its claims.

Firm-Wide Board

Every demand split between Sent and To Send, with overdue flags.

Readiness Check

A pre-send check on treatment, records, chronology, and bills.

Document Generation

Templates that fill from case data, including the Demand Package.

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The Demands List

On a PI case, the Demands tab lists each demand with its type, carrier, sent date, response-due date, and status (Draft, Sent, or Responded). Expand a demand to see the individual claims it covers. Firm-wide, the Demands page shows every demand across your cases as a board split between Sent and To Send, with an overdue flag when a response deadline passes.
The Demands board

The firm-wide Demands board — Sent and To Send

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Building a Demand

Open the demand form

Click + Add Demand and fill in the details: the demand type (policy limits, initial, revised, final, supplemental), the carrier, how it is being sent, the adjuster, and the sent date — which auto-fills a response-due date 30 days out that you can adjust.

Cover claimants and claim details

Check off which claimants the demand covers and record the claim details (claim type, claim number, policy limits, liability position).

Pass the readiness check

When you move a demand from draft to sent, a readiness check appears — confirming treatment, records, chronology, and bills are in order — which you can override with a reason.
The actual demand letter is generated separately, assembled from the case data.

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Generating Documents

Beyond demands, Matter Vault has a template catalog spanning intake, medical, investigation, liens and funding, demand, and settlement documents.
The Demand Package template fills a Word shell with your case’s information and splices in the medical chronology automatically.
Firm admins manage these under Document Templates, where the firm can upload its own version of a template; otherwise the system’s standard version is used.