> ## Documentation Index
> Fetch the complete documentation index at: https://docs.matter-vault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Demands & Document Generation

> Sending demands and producing documents from case data.

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.

<Frame caption="The Demands tab on a PI case">
  <img src="https://mintcdn.com/layereightconsulting/vTgsqoZWajE8jIyz/images/how-it-works/demands-tab.png?fit=max&auto=format&n=vTgsqoZWajE8jIyz&q=85&s=3a9be2ae129082cd84f1220b3cac0fd6" alt="The case Demands tab" width="2880" height="1800" data-path="images/how-it-works/demands-tab.png" />
</Frame>

## At a Glance

<CardGroup cols={2}>
  <Card title="Per-Case Demands" icon="paper-plane">
    Each demand's type, carrier, dates, and status, with its claims.
  </Card>

  <Card title="Firm-Wide Board" icon="table-columns">
    Every demand split between Sent and To Send, with overdue flags.
  </Card>

  <Card title="Readiness Check" icon="clipboard-check">
    A pre-send check on treatment, records, chronology, and bills.
  </Card>

  <Card title="Document Generation" icon="file-word">
    Templates that fill from case data, including the Demand Package.
  </Card>
</CardGroup>

## 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.

<Frame caption="The firm-wide Demands board — Sent and To Send">
  <img src="https://mintcdn.com/layereightconsulting/vTgsqoZWajE8jIyz/images/how-it-works/demands-board.png?fit=max&auto=format&n=vTgsqoZWajE8jIyz&q=85&s=4166b6992ad97d8f1c84dd8dbfa23b9c" alt="The Demands board" width="2880" height="1800" data-path="images/how-it-works/demands-board.png" />
</Frame>

## Building a Demand

<Steps>
  <Step title="Open the demand form" icon="plus">
    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.
  </Step>

  <Step title="Cover claimants and claim details" icon="users">
    Check off which claimants the demand covers and record the claim details (claim type, claim number, policy limits, liability position).
  </Step>

  <Step title="Pass the readiness check" icon="clipboard-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.
  </Step>
</Steps>

The actual demand letter is generated separately, assembled from the case data.

## Generating Documents

Beyond demands, Matter Vault has a template catalog spanning intake, medical, investigation, liens and funding, demand, and settlement documents.

<AccordionGroup>
  <Accordion title="The Demand Package template" icon="file-word">
    The **Demand Package** template fills a Word shell with your case's information and splices in the medical chronology automatically.
  </Accordion>

  <Accordion title="Firm vs. standard templates" icon="folder-tree">
    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.
  </Accordion>
</AccordionGroup>