Use the intake to get the defendant's information.
2
Google the address to confirm it is spelled correctly.
3
Click "[[Insurance]]"
4
Click "[[Add an Item]]"
5
Click "**Insurance Type**" and select " Defendant Insurance"
6
Since client did not obtain the insurance information from the place where incident took place, we need to send the letter of representation to that location.
7
We don't need to add Information here because we don't have it at the moment.
8
Click "[[Add contact]]"
9
Fill it out with defendant's location information; Name, phone number & Address.
Generate LOR
10
Click "Choose a Template"
11
Select "Slip & Fall LOR to [insurance.insurer.name](http://insurance.insurer.name) with Preservation Language.docx"
12
Click "Generate"
13
Click "Slip & Fall LOR to with Preservation Language 2023-08-27 2218.docx"