Case Management Best Practices

Study Notes

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 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.

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.

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.

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.

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.

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.