Everything from the video, on one page

Run this on your best model. Everything after it reads what it writes.

You're starting at our firm today, like a new paralegal on day 1. Interview me about how we work, 4 questions at a time. Ask me for our guidelines, our templates, and 2 or 3 closed cases you can learn from. When you have enough, write it up as our firm instructions, save them as FIRM.md in this folder, and show me.
Before you write up our instructions, ask me any strategic questions you have about how my firm works and research what a PI demand needs in [your jurisdiction].

Don't judge it. Tell it, and make it permanent.

One thing. [What it got wrong, and what we say instead.] Update FIRM.md so it never happens again.

Add the folder that holds the intake, then paste this.

Read FIRM.md in this folder first. The intake and the call notes for a new [rear-end] case are in [the file or folder]. [Client name], date of loss [date]. Read it and tell me what we know about the client and the crash, what we don't know yet, and what kind of document this is for the file.

The question to ask at every stage.

Before we request anything, tell me what you'd want that isn't on this list and what you'd ask me if you were sitting next to me.

Ask me any strategic questions you have before you start.

Then ask it to turn the list into a spreadsheet for your records requests.

From this intake alone, list every record we need to request before anyone writes a demand, who we request it from, and why it matters. Include anything in the client's own words you'd want checked against the records.

Add the folder with every record in it. Skill 1 from the kit does the work.

Use the pi-medical-chronology skill. Read FIRM.md in this folder first. This is a [Florida auto case, a rear-end]. My client is [client name], date of loss [date]. The records came back the way they always do, out of order and some are faxes. Count everything as of today, [today's date]. Sort the stack into our folders, build me the med chron, run the checks, tell me what we asked for that still isn't here, and tell me if this case is ready for a demand.

The prompt that keeps the judgment with the lawyer.

Don't decide for me. Every fact carries its page. When you hit a call that is mine, a gap, a prior, the number, stop. Show me the options with the page, tell me what you couldn't verify, and ask me.

Make a visual, sophisticated artifact that helps me understand the chronology, color-coded.

The answers the lawyer gave in the video, one per flag, then save them.

Gap: we'll call the client and document why. Don't write anything about it until we have her answer.
Prior: we treat it as an aggravation of a prior condition, not a new injury. I'll talk to her about why she didn't tell us.
Permanency: not demand-ready in Florida without it. Draft a request to Dr. Castellane for a permanency opinion and an MMI date.
Bills over the limit: good. That's a policy-limits case. Show me paid versus billed on every bill.
Save these 4 decisions as rulings for this file.

A new chat, the same folder. Skill 2 from the kit does the work.

Use the pi-demand-package skill. Read FIRM.md and rulings.md in this folder first. Draft the demand from the chronology.

Privilege, the gap, and the number. The gap answer is made up for the practice file.

Gate 1: A. Leave the intake notes out and cite the records.
Gate 2: The client says her car was in the shop and she had no ride for those weeks. Use that paragraph.
Gate 3: A. A policy-limits demand. It goes out when Dr. Castellane's permanency opinion is in. I'll set the deadline then.

Read your own draft the way the adjuster will. List every sentence you'd attack and why, then fix the ones that are yours to fix and show me what changed.

Mark it up the way you'd mark up a paralegal's draft. These are the 2 from the video.

The liability section leans on her account. Lead with the crash report and the witness, and keep her statement out of it.
Say the permanency opinion is pending, not that we hold it, and move the paid-versus-billed table above the demand paragraph.

Mark it ready for attorney signature and save the final package.

Turn the run into something you reuse.

Look at how we just did this. Turn it into a skill I can reuse, and ask me anything you need to make it work every time.

Before a real client file goes near this.

Which Claude plan is our firm on, and is training on our data turned off?