When sending a Letter of Representation or LOR you will first need to have a template uploaded. An envelope icon is available throughout the case to auto-generate templates for clients, adjusters, health providers, and more.
- Navigate to either the Client or Defendant Tab.
- Click on the Envelope Icon aligned with the contact.
- A dropdown menu of available Template Letters will appear.
- If there are no Templates under the Envelope Icon, then no Templates have been uploaded under the context of that contact.
- Select the Template from the dropdown menu to generate.
- The document will download as a Word document and be pre-populated with information from the case.
- Now the letter can be sent to the appropriate party as usual.
- Example Letter of Representation to Client's Insurance and Defendants Insurance is attached to this article
- NOTE: We are not attorneys and this Letter of Representation is just an example
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