Defense Counsel Email Template

Below is a template letter you can send to defense counsel when sharing an AI-assisted Offer Package for the first time. It introduces the process, clarifies that valuation and settlement authority remain with human decision-makers, and invites counsel's input before the package is used in negotiation.

Dear [Counsel Name],

Attached is the Offer Package we prepared for this matter. I wanted to share it with you before

any communication with plaintiff’s counsel so you have visibility into our position and an

opportunity to provide input before it is used in negotiation.

We are focused on resolving disputes fairly, efficiently, and strategically. As part of that effort,

we are using AI-assisted Offer Packages to better organize and communicate our evaluation of

claims. These packages compile the key liability and damages facts, valuation considerations,

comparable outcomes, and the reasoning supporting our negotiation position into a structured

draft for claims and defense counsel review. The AI-assisted process does not determine claim

value, settlement authority, or offer amounts, which remain subject to human judgment by the

claims professional and/or defense counsel.

Our goal is not simply to communicate a number, but to explain the analysis behind it. In our

experience, this approach improves the quality of negotiations, clarifies the true areas of dispute,

and creates better opportunities for early resolution.

If you believe anything should be corrected, added, or reconsidered before we use the package,

please let me know. Your perspective is important and appreciated.

Best regards,

[Claims Professional]

[Title]

[Phone]

[Email]