Case Management Best Practices

Importance of Organization

• Organization is crucial for managing cases, files, and information effectively.
• Tools such as Filevine and Dropbox are beneficial for case management.
• Maintaining order ensures efficient access to relevant data.

Second Intake

• Thorough intake procedures are critical for gathering comprehensive client information.
• Essential to collect as much relevant data as possible initially to avoid follow-up questions.
• Important details include, but are not limited to: case strategy, client information, health insurance, employment details, and property damage information.
• Documentation of car details (e.g., year, make, model, color, VIN, drivability, insurance company and policy number) is critical to accurately assess claims.

Filevine's Tabs

• Filevine's tabs should be filled and consistently updated to maintain accurate case information.

• Tabs for initial documents (e.g., letters of representation and acknowledgement) are important.

• Other tabs, such as those for policy information, need to be filled out when applicable.

• Using the "notes" section assists with adding supplementary information.

Case's Information

• Essential case details include the insurance company, policy number, insured's name, contact information, and claim number.

• UM/UIM policy limits should be recorded.

• Rental coverage amount and limitations are also relevant case information.

• Documentation includes claim number and the type of case.

Use Tags

• Using concise tags to highlight the key characteristics of a case.

• Relevant characteristics should be listed in the "Project Vitals" section.

• Key features of an accident case, including but not limited to the driver role, type of case, and involved parties are necessary.

Task Yourself Constantly

• Regular tasks such as confirming payments from insurance, obtaining documentation from parties, and requesting necessary details should be followed through consistently.
• Important to adhere to deadlines and manage your own tasks effectively.

Always Save in Dropbox

• Essential to save case documents and information in a centralized repository like Dropbox for easy access.

• Ensuring that critical information like supplemental documents, evaluations, claims details and others are in Dropbox is paramount.

Take Notes of Your Progress

• Recording your progress promptly and comprehensively is critical in reviewing a case later. Keeping detailed notes and tracking actions is important
• Should include steps taken and rationale behind decisions.
• Detailed notes also assists with case review, providing an in-depth understanding of developments and important details.

This quiz explores the importance of organization and thorough intake procedures in case management. Learn about essential tools like Filevine and Dropbox, and the critical details required for effective client information gathering. Ensure all necessary data is documented to streamline case handling.