SETTLEMENT BROCHURE TEMPLATE
Comprehensive Case Presentation Package
COVER PAGE
IN THE MATTER OF
[CLIENT NAME]
Date of Incident: [________________________________]
Prepared by:
[LAW FIRM NAME]
[ADDRESS]
[CITY, STATE ZIP]
[PHONE]
Submitted to:
[INSURANCE COMPANY]
Claim No.: [________________________________]
Date: [________________________________]
TABLE OF CONTENTS
- Executive Summary
- The Claimant - A Life Interrupted
- The Incident
- Liability Analysis
- Injuries and Treatment
- Medical Summary
- The Road to Recovery
- Permanent Consequences
- Impact on Daily Life
- Economic Damages
- Summary of Damages
- Demand
- Exhibits
1. EXECUTIVE SUMMARY
Claimant: [________________________________]
Date of Incident: [________________________________]
Primary Injuries:
- [________________________________]
- [________________________________]
- [________________________________]
Total Medical Expenses: $[________________________________]
Lost Wages: $[________________________________]
Permanent Impairment: ☐ Yes ☐ No
Settlement Demand: $[________________________________]
Case Overview
[Provide 2-3 paragraph compelling summary of the case, highlighting the human element, clear liability, severe injuries, and impact on client's life]
[________________________________]
[________________________________]
[________________________________]
[________________________________]
[________________________________]
2. THE CLAIMANT - A LIFE INTERRUPTED
Who is [CLIENT NAME]?
[INSERT PHOTOGRAPH OF CLIENT BEFORE INCIDENT]
[CLIENT NAME] is a [AGE]-year-old [OCCUPATION/DESCRIPTION] from [CITY, STATE].
Family:
[Describe family - spouse, children, parents, etc.]
Career:
[Describe career, education, achievements]
Interests and Hobbies:
[Describe what client enjoyed before incident]
Community Involvement:
[Describe any volunteer work, church, community activities]
Before the Incident
[Describe client's active life before the incident with specific examples]
[________________________________]
[________________________________]
[________________________________]
[INSERT PHOTOGRAPHS OF CLIENT ENGAGED IN ACTIVITIES BEFORE INCIDENT]
A Life Changed in an Instant
On [DATE], [CLIENT NAME]'s life was forever changed. Through no fault of [his/her] own, [he/she] became the victim of [DESCRIPTION OF INCIDENT].
[________________________________]
[________________________________]
3. THE INCIDENT
What Happened
Date: [________________________________]
Time: [________________________________]
Location: [________________________________]
Weather Conditions: [________________________________]
[INSERT SCENE PHOTOGRAPHS / DIAGRAM]
Detailed Narrative
[Provide detailed, compelling narrative of the incident from client's perspective]
[________________________________]
[________________________________]
[________________________________]
[________________________________]
[________________________________]
The Immediate Aftermath
[Describe what happened immediately after - emergency response, pain, fear, transport to hospital]
[________________________________]
[________________________________]
4. LIABILITY ANALYSIS
The Defendant's Negligence
[DEFENDANT NAME] caused this incident by:
-
[NEGLIGENT ACT #1]
[Explain with specific facts] -
[NEGLIGENT ACT #2]
[Explain with specific facts] -
[NEGLIGENT ACT #3]
[Explain with specific facts]
Evidence of Liability
Police Report:
[Summarize key findings, citations, fault determination]
Witness Statements:
[Summarize witness accounts]
Physical Evidence:
[Describe physical evidence - photos, measurements, etc.]
Defendant's Violation of Law
The defendant violated the following:
☐ [STATUTE] - [Description]
☐ [TRAFFIC LAW] - [Description]
☐ [REGULATION] - [Description]
Conclusion on Liability
Liability is clear and undisputed. The defendant is 100% responsible for this incident and the resulting injuries to [CLIENT NAME].
5. INJURIES AND TREATMENT
Emergency Care
[INSERT HOSPITAL/ER PHOTOGRAPHS IF AVAILABLE]
[CLIENT NAME] was transported to [HOSPITAL] by [ambulance/private vehicle].
Emergency Room Findings:
- [FINDING]
- [FINDING]
- [FINDING]
Initial Diagnosis:
- [DIAGNOSIS]
- [DIAGNOSIS]
- [DIAGNOSIS]
Emergency Treatment:
- [TREATMENT]
- [TREATMENT]
Hospitalization
Hospital: [________________________________]
Admission Date: [________________________________]
Discharge Date: [________________________________]
Length of Stay: [____] days
Procedures Performed:
- [PROCEDURE]
- [PROCEDURE]
Surgical Intervention
[INSERT SURGICAL PHOTOGRAPHS IF AVAILABLE AND APPROPRIATE]
Surgery #1:
- Date: [________________________________]
- Procedure: [________________________________]
- Surgeon: [________________________________]
- Findings: [________________________________]
Surgery #2 (if applicable):
- Date: [________________________________]
- Procedure: [________________________________]
- Surgeon: [________________________________]
- Findings: [________________________________]
Ongoing Treatment
Primary Care Physician:
[Provider name, treatment summary]
Orthopedic Care:
[Provider name, treatment summary]
Physical Therapy:
[Facility, dates, number of sessions, progress]
Pain Management:
[Provider, treatment summary]
Other Specialists:
[List all other providers]
6. MEDICAL SUMMARY
Diagnostic Imaging
[INSERT KEY IMAGING RESULTS - X-RAYS, MRI IMAGES]
| Test | Date | Findings |
|---|---|---|
| [X-ray] | [____] | [________________________________] |
| [MRI] | [____] | [________________________________] |
| [CT] | [____] | [________________________________] |
Diagnosis Summary
| Diagnosis | ICD-10 | Prognosis |
|---|---|---|
| [________] | [____] | [________] |
| [________] | [____] | [________] |
| [________] | [____] | [________] |
| [________] | [____] | [________] |
Treatment Timeline
[Create visual timeline of treatment]
| Date | Provider | Treatment |
|---|---|---|
| [____] | [________] | [________________________________] |
| [____] | [________] | [________________________________] |
| [____] | [________] | [________________________________] |
| [____] | [________] | [________________________________] |
| [____] | [________] | [________________________________] |
Causation
[TREATING PHYSICIAN] has opined that, within a reasonable degree of medical probability, all injuries sustained by [CLIENT NAME] were caused by the incident of [DATE].
[Include quote from narrative medical report]
7. THE ROAD TO RECOVERY
The Struggle
[Describe the client's recovery journey - the pain, the setbacks, the perseverance]
[________________________________]
[________________________________]
[________________________________]
[INSERT PHOTOGRAPHS OF CLIENT DURING RECOVERY]
Daily Challenges
During recovery, [CLIENT NAME] faced:
- [CHALLENGE - e.g., inability to care for self]
- [CHALLENGE - e.g., dependence on family]
- [CHALLENGE - e.g., chronic pain]
- [CHALLENGE - e.g., emotional struggles]
- [CHALLENGE - e.g., inability to work]
Family Impact
[Describe how the injury affected the family]
[________________________________]
[________________________________]
8. PERMANENT CONSEQUENCES
Permanent Injuries
[CLIENT NAME] will live with the following permanent conditions:
-
[PERMANENT CONDITION]
[Description and impact] -
[PERMANENT CONDITION]
[Description and impact] -
[PERMANENT CONDITION]
[Description and impact]
Permanent Impairment Rating
[If applicable]
[PHYSICIAN] has assigned a permanent impairment rating of [___]%.
Scarring and Disfigurement
[INSERT PHOTOGRAPHS OF SCARS]
[Description of permanent scarring]
Future Medical Care
[CLIENT NAME] will require the following future treatment:
| Treatment | Frequency | Duration | Annual Cost |
|---|---|---|---|
| [________] | [________] | [________] | $[________] |
| [________] | [________] | [________] | $[________] |
| [________] | [________] | [________] | $[________] |
Total Estimated Future Medical: $[________________________________]
9. IMPACT ON DAILY LIFE
Before vs. After
| Activity | Before Incident | After Incident |
|---|---|---|
| [Activity] | [Could do] | [Cannot do / Limited] |
| [Activity] | [Could do] | [Cannot do / Limited] |
| [Activity] | [Could do] | [Cannot do / Limited] |
| [Activity] | [Could do] | [Cannot do / Limited] |
Lost Activities and Enjoyments
[INSERT PHOTOGRAPHS OF ACTIVITIES CLIENT CAN NO LONGER ENJOY]
[CLIENT NAME] can no longer:
- [ACTIVITY]
- [ACTIVITY]
- [ACTIVITY]
Impact on Work
[Describe impact on client's career and ability to work]
[________________________________]
[________________________________]
Impact on Family Life
[Describe impact on family relationships and responsibilities]
[________________________________]
[________________________________]
10. ECONOMIC DAMAGES
Medical Expenses
| Provider | Service | Amount |
|---|---|---|
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| [________] | [________] | $[________] |
| TOTAL MEDICAL EXPENSES | $[________] |
Future Medical Expenses
| Treatment | Estimated Cost |
|---|---|
| [________] | $[________] |
| [________] | $[________] |
| [________] | $[________] |
| TOTAL FUTURE MEDICAL | $[________] |
Lost Wages
| Category | Calculation | Amount |
|---|---|---|
| Past Lost Wages | [____] days x $[____]/day | $[________] |
| Future Lost Earning Capacity | [Economist calculation] | $[________] |
| TOTAL LOST WAGES | $[________] |
Other Economic Losses
| Category | Amount |
|---|---|
| Out-of-pocket expenses | $[________] |
| Property damage | $[________] |
| Household services | $[________] |
| Other | $[________] |
| TOTAL OTHER LOSSES | $[________] |
11. SUMMARY OF DAMAGES
Economic Damages
| Category | Amount |
|---|---|
| Past Medical Expenses | $[________] |
| Future Medical Expenses | $[________] |
| Past Lost Wages | $[________] |
| Future Lost Earning Capacity | $[________] |
| Other Economic Losses | $[________] |
| TOTAL ECONOMIC DAMAGES | $[________] |
Non-Economic Damages
| Category | Value |
|---|---|
| Past Pain and Suffering | $[________] |
| Future Pain and Suffering | $[________] |
| Emotional Distress | $[________] |
| Loss of Enjoyment of Life | $[________] |
| Permanent Impairment | $[________] |
| Disfigurement | $[________] |
| TOTAL NON-ECONOMIC DAMAGES | $[________] |
Total Damages
| Category | Amount |
|---|---|
| Economic Damages | $[________] |
| Non-Economic Damages | $[________] |
| TOTAL DAMAGES | $[________] |
12. DEMAND
Settlement Demand
Based upon the clear liability, the severity of [CLIENT NAME]'s injuries, the permanent consequences [he/she] will endure, and the substantial economic and non-economic damages, we demand:
$[DEMAND AMOUNT]
to fully and finally settle all claims arising from this incident.
Response Requested
Please respond to this demand within thirty (30) days.
13. EXHIBITS
Exhibit Index
| Exhibit | Description |
|---|---|
| A | Police Report |
| B | Medical Records and Bills (Index) |
| C | Photographs - Scene |
| D | Photographs - Injuries |
| E | Photographs - Before Incident |
| F | Lost Wage Documentation |
| G | Narrative Medical Reports |
| H | Economic Loss Report |
| I | Declarations/Affidavits |
| J | Other Supporting Documents |
Exhibit A: Police Report
[ATTACH]
Exhibit B: Medical Records and Bills
Medical Records Index:
| Provider | Records | Pages | Bills |
|---|---|---|---|
| [________] | ☐ | [__] | $[________] |
| [________] | ☐ | [__] | $[________] |
| [________] | ☐ | [__] | $[________] |
[ATTACH RECORDS]
Exhibit C: Scene Photographs
[ATTACH PHOTOGRAPHS]
Exhibit D: Injury Photographs
[ATTACH PHOTOGRAPHS]
Exhibit E: "Before" Photographs
[ATTACH PHOTOGRAPHS]
Exhibit F: Lost Wage Documentation
[ATTACH EMPLOYMENT RECORDS]
Exhibit G: Narrative Medical Reports
[ATTACH PHYSICIAN REPORTS]
Exhibit H: Economic Loss Report
[ATTACH ECONOMIST REPORT IF APPLICABLE]
Exhibit I: Declarations
[ATTACH CLIENT AND FAMILY DECLARATIONS]
Exhibit J: Additional Documents
[ATTACH ANY OTHER SUPPORTING DOCUMENTS]
CONCLUSION
[Final compelling statement about the case]
[CLIENT NAME] did nothing wrong. [He/She] was simply [going about daily life] when [DEFENDANT]'s negligence changed everything. [He/She] has endured [summary of suffering], and will live with [permanent consequences] for the rest of [his/her] life.
The evidence is clear. The damages are substantial. We respectfully submit this settlement brochure and look forward to resolving this matter fairly.
Respectfully submitted,
[LAW FIRM NAME]
By: _________________________________
[ATTORNEY NAME]
Attorney for [CLIENT NAME]
| Field | Entry |
|---|---|
| File Number | [________________] |
| Brochure Prepared | [________________] |
| Submitted to | [________________] |
| Demand Amount | $[________________] |
About This Template
Jurisdiction-Specific
This template is drafted for general use across all U.S. jurisdictions. State-specific versions with local statutory references are also available.
How It's Made
Drafted using current statutory databases and legal standards for personal injury. Each template includes proper legal citations, defined terms, and standard protective clauses.
Important Notice
This template is provided for informational purposes. It is not legal advice. We recommend having an attorney review any legal document before signing, especially for high-value or complex matters.
Last updated: February 2026