What to Do After SUB-IN/SUB-OUT
15 Questions
61 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the first step in the Sub-In process?

  • Send the Sub-In documents to the new law firm
  • Contact the previous law firm (correct)
  • Obtain the client's signature on a Subbed Out Letter
  • Notify the adjuster about the client's switch

    • What documents are required in the Sub-In process?

  • Affidavit of Expenses and Disbursements
  • Letter of Substitution of Attorney and Notification Letter to the Previous Attorney (correct)
  • Contingency Agreement and Demand Letter
  • Letter of Representation and Power of Attorney

    • In the Sub-In process, why is it essential to reach out to the previous law firm?

  • To inquire about the client's medical records
  • To share your contact information
  • To exchange pleasantries
  • To ensure a smooth transition and document exchange (correct)

    • What are the risks of delaying the Sub-In process?

    <p>The former attorney might secure a higher offer, causing financial losses due to our delay</p> Signup and view all the answers

    When a client wishes to terminate our representation, what should you do first?

    <p>Notify your immediate supervisor or secondary contact</p> Signup and view all the answers

    In the Sub-Out process, what does the "Subbed Out Letter" indicate?

    <p>Our intent to assert a lien on the case</p> Signup and view all the answers

    Why is it important to ensure Justin Farahi's signature on the contingency agreement in Sub-Out?

    <p>To assert our right to compensation</p> Signup and view all the answers

    What does Silvia's team do after we've been Subbed Out?

    <p>Follow up with the new law firm to ensure our lien gets paid</p> Signup and view all the answers

    What should you do if you receive a report or billing via email after Sub-Out?

    <p>Forward it to Silvia's team</p> Signup and view all the answers

    What is the main purpose of the Sub-In and Sub-Out procedures?

    <p>To ensure a seamless transition and protect client and firm interests</p> Signup and view all the answers

    When should you initiate the Sub-Out process?

    <p>After the new law firm contacts us</p> Signup and view all the answers

    What is the consequence of not sending the Sub-In documents and full client file promptly?

    <p>The case may settle without our control</p> Signup and view all the answers

    Why should the "Subbed Out Letter" be sent alongside the full client file in the Sub-Out process?

    <p>To assert our right to compensation and inform the adjusters</p> Signup and view all the answers

    What is the primary goal of Silvia's team after Sub-Out?

    <p>Follow up with the new law firm to ensure our lien gets paid</p> Signup and view all the answers

    What is the importance of timely completion of the Sub-In and Sub-Out procedures?

    <p>It helps uphold our commitment to clients and safeguard our firm's interests</p> Signup and view all the answers

    More Like This

    Use Quizgecko on...
    Browser
    Open
    Browser
    Browser