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