Tracking Damages Over Time

See how a damages figure moved and why, with citations to the language behind each change.

A damages number is not one fact. It moves every time new information reaches the file: a complaint pleads a floor, a disclosure itemizes it, a demand adjusts it, and a settlement resolves it. Reconstructing that history by hand means pulling figures out of several documents and hoping you did not miss a revision.

This lesson answers: how did the damages number move and why? Three prompts build the damages timeline, explain what caused each shift, and narrow to one damages category. Two additional prompts provide more information.

Before you start

  • Selection controls the answer. The Assistant reads only what you select, so include every pleading, disclosure, demand letter and settlement document.
  • Fill in the [brackets]. Replace each one with the specifics from your matter, such as document names and the damages category, before you run the prompt.

Prompts

1. Build the damages timeline

Select every pleading, disclosure, demand letter and settlement document in the matter. Use this instead of "What are the damages in this case?" Look for one entry per document that states a figure, in date order, with a source on each. Click a citation to confirm the amount.
Build a timeline showing how the total damages amount changed across [the selected documents], from [the complaint] through [the settlement]. For each entry, give the date, the document it came from, and the dollar amount.
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2. Explain what caused each shift

Select the same documents used to build the timeline. Turn on Think Longer, which enables deeper reasoning and may increase response time, because this prompt reasons across all the documents. Use this instead of "Why did the settlement number change?" The causes are the Assistant's reading of the file, and the attorney confirms each against the cited language.
For each change in the requested damages amount in [the timeline], identify what happened in the matter that likely caused the change. Cite the specific language in the documents that supports each explanation.
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3. Narrow to one damages category

Select the same documents, or a subset if you only need one figure tracked. Use this instead of "How much are the medical expenses?" Look for the figure at each stage and a reason for each change. Where a later document does not itemize the category, check it yourself before treating the number as unchanged.
Track how the [damages category] figure specifically changed across [the selected documents], and explain the reason for each change.
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Optional: Flag the gaps

Select the same documents. Use this when a later document is silent on a category earlier ones itemized, so you do not assume the number carried forward. Open each citation to confirm.
Build a timeline showing how the total damages amount changed across [the selected documents], from [the complaint] through [the settlement]. For each entry, give the date, the document it came from, and the dollar amount.
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Optional: Final amount against the last demand

Select the last demand and the settlement document. Use this to see what moved between the last ask and the final figure. The reasons are the Assistant's reading of the file, so check each against the cited language.
Build a timeline showing how the total damages amount changed across [the selected documents], from [the complaint] through [the settlement]. For each entry, give the date, the document it came from, and the dollar amount.
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Trust but verify

Every answer has blue numbers at the end, those are the citations. Click those numbers to see an excerpt of the document your answer came from. If needed, click the excerpt to see the answer highlighted in your document.

Challenge

Pick a real matter this week with more than one damages figure. Select the pleadings, disclosures, demand letters and settlement documents, fill in the brackets, and run Prompt 1.

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