Demand Letter Process
Legal workflow for creating and delivering formal demand letters to resolve disputes before litigation
Objective
Efficiently prepare and deliver legally compliant demand letters to achieve resolution without court proceedings
Participants (3 roles)
Input
Client request for demand letter with supporting documentation
Output
Delivered demand letter with proof of service
Process Flow
flowchart LR
node0["Request Received"]
node1["Engagement Agreement"]
node2["Draft Demand Letter"]
node3["Client Review"]
node4["Delivery"]
node0 --> node1
node1 --> node2
node2 --> node3
node3 --> node4
classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px
Performance Metrics
3-5 days
Avg. Completion Time
20-40 letters
monthlyVolume
60-70%
resolutionRate
80%
responseRate
Stages Overview
| PROPERTIES | STAGE 1
Request Received | STAGE 2
Engagement Agreement | STAGE 3
Draft Demand Letter | STAGE 4
Client Review | STAGE 5
Delivery |
|---|---|---|---|---|---|
| Stage Owners | Legal Assistant | Attorney | Attorney | Attorney | Paralegal |
| Stage Workers | Attorney Paralegal | Legal Assistant Paralegal | Paralegal | Legal Assistant | Legal Assistant |
| Duration | 2 hours | 4 hours | 1-2 days | 1 day | 1 day |
| Output Fields | •
Case Type* •
Claim Amount* •
Urgency* | •
Fee Structure* •
Retainer Amount •
Agreement Signed* | •
Legal Basis* •
Response Deadline* •
Draft Status* | •
Client Feedback •
Revisions Required* •
Client Approval* | •
Delivery Method* •
Delivery Date* •
Proof of Delivery* |
| To-dos | • Log request in case management system • Perform conflict check | • Review case merits and viability • Obtain client signature on agreement | • Research applicable laws and precedents • Draft comprehensive demand letter | • Send draft to client for review • Obtain final approval to send | • Send via certified mail and/or email • Obtain and file proof of delivery |
Automation Rules
Automation 1: Custom Automation
If stage_entry, Then send notification to Attorney with message: "New demand letter request received. Please review for conflicts."
Automation 2: Custom Automation
If stage_overdue, Then escalate to Attorney with message: "Delivery phase extended - check for proof of delivery"
Workflow Summary
Total Stages
5
Total To-dos
10
Output Fields
15
Automations
2