Optimize Demand Letter Timelines with AI and Programmable Rules

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Every day a demand letter goes unsent is a day your client waits for justice—and your firm waits for revenue. Yet across the industry, demand delays remain a significant bottleneck. 

According to EvenUp’s 2025 Breaking the Benchmarks report, 42% of demands are sent more than 100 days after treatment ends. 

These demand letter timeline delays aren’t due to negligence—they’re the result of inefficient processes, manual decision-making, and disconnected systems. Case managers and attorneys are often handling more cases than they can keep track of. Fortunately, a new generation of AI-driven tools is helping personal injury firms turn the tide.

EvenUp’s Smart Workflows™ empowers law firms to accelerate the personal injury claims timeline. It helps firms reduce carrying costs by optimizing exactly when to send every demand for maximum settlement. 

Read on to see how Smart Workflows™ combines firm-defined rules, real case data, and AI-powered legal workflow automation to ensure critical case actions happen at the optimal moments—not weeks or months later.

Why Demand Letter Timelines Matter

Writing a winning demand package is only half the battle. You still have to recognize and act on strategic milestones to optimize the send time. 

Most firms lack automation that optimizes demand letter timelines. They lean on experience and best judgement to determine when a case is demand-ready. 

Attorneys and case managers are often manually assessing case files, treatment timelines, and policy limits for all their many cases. These tedious tasks can delay settlement processes. And different ways of doing things lead to inconsistent decisions across the team—true for experienced attorneys and especially for new team members still learning the firm’s best practices.

All these small delays add up. Multiple 30–60 day lags across hundreds of cases can delay settlements, bloat overhead, and frustrate clients.

Sending a demand letter to insurance companies at the optimal time:

  • Signals readiness for managing settlement negotiations from a position of strength
  • Ensures all medical treatments are complete and properly documented
  • Captures maximum case value and settlement offers without rushing or stalling

Introducing Smart Workflows™: Demand Optimization, Automated

EvenUp’s Smart Workflows™ is purpose-built to solve this problem. Smart Workflows™ goes beyond drafting legal documents and steps into the operational heart of the PI firm automating critical case actions based on real-time, data-informed triggers.

Here’s how it works:

  • Define custom demand letter timeline rules based on your firm’s standards for when a case is ready for demand
  • Smart Workflows™ continuously monitors your case data via integration with your case management platform (like Litify, SmartAdvocate, or CasePeer)
  • When the right conditions are met, the system notifies your team that a demand should be sent
  • From there, attorneys or case managers can review and take immediate action—keeping cases moving forward

Sample Rules for Demand Readiness

Each firm defines their own rules based on how they evaluate demand timing. 

Examples include:

  • Medical bills exceed 60% of policy limits
  • More than 30 days have passed since last treatment
  • Injections performed and policy limit < $15,000
  • Surgeries performed and policy limit < $25,000
  • More than 10 months since date of incident

These rule-based triggers help ensure your firm sends demands when they’re most likely to yield favorable settlements. Not too early that you leave value on the table. And not too late that you risk delays and frustrated clients.

Powered by Piai™: Built for Personal Injury Law

Smart Workflows™ runs on Piai™, EvenUp’s purpose-built AI engine.

Piai™ is a strategic collection of AI models trained on the largest and fastest-growing personal injury dataset in the industry.

The data comes from real case files. The training comes from real legal and medical experts—not generalists or general purpose AI tools wrapped in industry branding.

That’s the difference.

With Piai™, you won't have to ask how accurate is legal AI. It's built specifically to understand what matters in a personal injury case. It knows how a missed EMS record can weaken a demand. It recognizes what injury types impact case value. And it flags inconsistencies that could create risk during negotiations.

Piai™ focuses on getting personal injury right. That means smarter demand letter timing. Cleaner workflows. And confidence that workflow automations are grounded in how your firm can ideally operate.

Results: What Firms Are Saying

Smart Workflows not only notify you when a case is demand-ready—they also track your team’s adherence to those rules, giving you insights into demand velocity, user responsiveness, and overall operational efficiency.

Early adopters of Smart Workflows are already seeing significant gains in demand letter efficiency and firm-wide alignment.

“Having the power to create and tailor a Smart Workflow is phenomenal. I love the flexibility to customize rules and conditions—it would put me in complete control, allowing me to confidently review alerts and take decisive action." - Brett Sachs, MVP Accident Attorneys - view their full webinar

“Smart Workflows will definitely help us with the data and metrics. It will help us move cases through our workflows faster, ultimately providing a better experience for our clients.” - Hannah Bowie, Osterbind Law

“What I like about Smart Workflows is that it looks very user friendly, and the way the rules are set up look very easy to adapt. In addition to the functional pieces, the big thing is how do we get this change into the team, into our structure without people getting scared.” - Christian Simpson, Virginia Injury Law 

“The Litify integration has eliminated countless hours of manual data entry. Rather than uploading files, our team is focusing on what truly matters: getting results for our clients.” - Neila Pourhashem, Sweet James - view their full webinar

How Smart Workflows Reduces Case Delays

Here’s what’s really happening when you implement Smart Workflows:

Challenge How Smart Workflows Helps
Cases sit idle post-treatment Sends automated alert when treatment window and policy thresholds are met
Teams guess when to send demand Uses consistent, rules-based criteria to trigger demand sends
Managers lack visibility into progress Tracks all rule matches and staff actions across every case
Manual triage causes backlogs Integrates directly with case management systems to eliminate task duplication

Demand Package Optimization Starts with Smart Workflow Triggers

Optimizing the demand letter timelines is just one piece of a larger opportunity: transforming your demand package optimization process altogether. When your team is automatically notified at the right time:

  • You reduce time-on-desk
  • You prioritize high-value cases first
  • You ensure no treatment or bill is left undocumented
  • You deliver cleaner, more complete demand packages that result in faster settlements

This level of coordination between automation, rules, and case intelligence is the future of PI operations—and it's already here with EvenUp.

Seamless Integration with Your Workflow

Smart Workflows integrates with leading platforms like:

  • Litify
  • SmartAdvocate
  • CasePeer

That means your firm doesn’t need to change how it works—Smart Workflows fits directly into your existing systems. As documents are added, case statuses updated, or medical summaries uploaded, Smart Workflows updates in real time and automatically re-evaluates each case.

No additional manual data entry. No toggling between systems. Just fully embedded demand optimization.

Gain Strategic Oversight Firm-Wide

Smart Workflows isn’t just about automating a single action. It’s about giving firm leaders total visibility across their caseload. With built-in analytics dashboards, Smart Workflows allows managing attorneys and operations leaders to:

  • Monitor how many cases are demand-ready
  • Track which team members are responding to demand triggers
  • Identify bottlenecks or rule gaps in real time

Whether you’re running a team of 5 or 50, Smart Workflows gives you the control and consistency you need to scale confidently.

Optimizing your demand letter timelines provides immediate impact across your firm's KPIs:

  • Fewer missed demand opportunities
  • Faster settlements and improved cash flow
  • Less time spent reviewing and triaging cases manually
  • Higher team efficiency, morale, and performance
  • Clients get the justice they deserve, faster

The Future of Demand Package Optimization Is Automated

Personal injury law firms no longer have to choose between speed and accuracy. With Smart Workflows, you can have both—ensuring every demand letter is sent at the optimal time and every case is handled with precision.

EvenUp is helping the nation’s most forward-thinking firms move past reactive workflows and embrace a new era of AI-powered demand package optimization.

Ready to Accelerate Your Case Lifecycle?

Start optimizing your demand letter sends today with EvenUp’s Smart Workflows. Eliminate delays. Maximize settlement potential. Empower your team to act when it matters most.

Request a Demo today!

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