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Questions and Answers

If the case has been _______ we should send a letter to the previous attorney's office to notify them and request the case file.

  • dropped
  • referred out
  • subbed in (correct)
  • subbed out

    • If the case was a _____ from previous attorney's office, we should request case file but it is not necessary to send referr out letter.

  • subbed
  • refer
  • success
  • drop (correct)

    • What is the first thing you should do when you get a case?

  • Create dropbox folder
  • Update case vitals (correct)
  • Contact client
  • Follow up with PD

    • Information we should ask the client in 2nd intake:

    <p>All of the above</p> Signup and view all the answers

    We should verify fact of loss during the 2nd intake (how did the accident happen? detailed)

    <p>True</p> Signup and view all the answers

    We should ALWAYS taks Haydee to open health insurance lien after we have received the health insurance card pictures (both sides) from client

    <p>True</p> Signup and view all the answers

    Tabs that need to be filled during 2nd intake

    <p>Employment tab, Health Insurance tab, Incident info tab, Client info tab, health info tab</p> Signup and view all the answers

    Who should you task to open Health Insurance lien?

    <p>Haydee</p> Signup and view all the answers

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