Filevine Phases
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This is the phase where the case has been filed and client has upcoming medical appointments

  • Litigation/Treating (correct)
  • Litigation/Medical treatment
  • Demand out/Still Treating
  • Medical treatment ongoing
  • This is when you start the case and input the client’s upcoming appointments

  • Start of the case
  • Treating (correct)
  • Meds and Treatment
  • Start of Treatment
  • We can send out demand letters while client has still upcoming medical appointment.

    True

    This is the phase wherein adjuster extended an offer and we want to settle or we are negotiating to increase the offer.

    <p>Settlement negotiation</p> Signup and view all the answers

    This is the phase wherein our case has been filed.

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

    We cannot hold a lien on the case if client decided to get a new attorney and we are not the one able to win the case.

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

    This is the phase where we already accepted Adjuster’s offer and we are waiting for settlement check and/or DEF’s declaration, release form.

    <p>Settled Pending Docs</p> Signup and view all the answers

    If our demand has been rejected, we automatically file a case and go to litigation

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

    This is the phase where drafter has been assigned, and demand is being worked on.

    <p>Draft demand</p> Signup and view all the answers

    This is the phase where we gather all medical reports and billing. Client is done treating OR we have enough to send demand

    <p>Need Meds for Demand</p> Signup and view all the answers

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