Brief Tool Pro - Writing a Brief

1. In order to use the Brief Tool Pro, you must first have an exhibited file.

2. Request a brief by pressing the “Actions” then “Request Brief” next to the appropriate claimant’s name.

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3. The brief wizard will launch and ask if you want to have Assure write the brief for you or you want to write the brief yourself.

4. Choose “I want to complete the brief myself.”

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5. Accept the Terms and Conditions.

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6. Answer all the questions using the Brief Wizard and press “Continue”. It’s generally easiest to do this by pulling up your PDF exhibit file on your desktop too.

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7. Write a brief summary and press “Continue.” This can also be done after the brief is completed. If you do not want to write the entire summary right now, simply type “Summary” to go to the next screen.

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8. Answer the remaining questions. Press “Finish.”

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9. Choose whether you want to download the completed brief as a PDF or a Word Doc.

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10. You can complete the brief at one sitting or go back to it by saving and exiting it at any time. It will save your data.

11. Review and save your brief.

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