Draft a settlement offer with amount and terms
Drafts a settlement letter with a proposed amount, terms, and payment schedule.
Trigger: Invoked from the AI assistant chat, a docket action, or any workflow step.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1Invoke skillTrigger
Triggered from chat, a docket action, or a workflow step — with the entity context attached.
- 2Compose the offerAI
AI drafts the offer using the debt and client financial profile.
- 3Return offer letterEnd
Produces a ready-to-review settlement letter.
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Drawn from the platform’s 196 workflow node types and 72 AI skills — fully editable in the automation builder.
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Questions about this template
Drafts a settlement letter with a proposed amount, terms, and payment schedule.
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