Podcast
Questions and Answers
What is the first step in the Sub-In process?
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?
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?
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?
What are the risks of delaying the Sub-In process?
When a client wishes to terminate our representation, what should you do first?
When a client wishes to terminate our representation, what should you do first?
In the Sub-Out process, what does the "Subbed Out Letter" indicate?
In the Sub-Out process, what does the "Subbed Out Letter" indicate?
Why is it important to ensure Justin Farahi's signature on the contingency agreement in Sub-Out?
Why is it important to ensure Justin Farahi's signature on the contingency agreement in Sub-Out?
What does Silvia's team do after we've been Subbed Out?
What does Silvia's team do after we've been Subbed Out?
What should you do if you receive a report or billing via email after Sub-Out?
What should you do if you receive a report or billing via email after Sub-Out?
What is the main purpose of the Sub-In and Sub-Out procedures?
What is the main purpose of the Sub-In and Sub-Out procedures?
When should you initiate the Sub-Out process?
When should you initiate the Sub-Out process?
What is the consequence of not sending the Sub-In documents and full client file promptly?
What is the consequence of not sending the Sub-In documents and full client file promptly?
Why should the "Subbed Out Letter" be sent alongside the full client file in the Sub-Out process?
Why should the "Subbed Out Letter" be sent alongside the full client file in the Sub-Out process?
What is the primary goal of Silvia's team after Sub-Out?
What is the primary goal of Silvia's team after Sub-Out?
What is the importance of timely completion of the Sub-In and Sub-Out procedures?
What is the importance of timely completion of the Sub-In and Sub-Out procedures?
Flashcards
First step in Sub-In
First step in Sub-In
Contact the previous law firm.
Sub-In documents
Sub-In documents
Letter of Substitution and Notification Letter.
Why contact previous firm?
Why contact previous firm?
To facilitate smooth handover and document exchange.
Sub-In delay risks
Sub-In delay risks
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Client representation termination
Client representation termination
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Sub-Out 'Subbed Out Letter' purpose
Sub-Out 'Subbed Out Letter' purpose
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Justin Farahi's signature need
Justin Farahi's signature need
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Silvia's team's Sub-Out post-action
Silvia's team's Sub-Out post-action
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Email from Sub-Out, action
Email from Sub-Out, action
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Sub-In/Sub-Out
Sub-In/Sub-Out
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Sub-Out process initiation
Sub-Out process initiation
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Sub-in document delay consequence
Sub-in document delay consequence
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Subbed Out Letter + full file
Subbed Out Letter + full file
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Silvia's Sub-Out goal
Silvia's Sub-Out goal
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Sub-In/Sub-Out timeliness importance
Sub-In/Sub-Out timeliness importance
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