Podcast
Questions and Answers
What is the primary goal of strategic client management in a law firm?
What is the primary goal of strategic client management in a law firm?
What does 'refer out' mean in the context of client case management?
What does 'refer out' mean in the context of client case management?
Who presents the case to the CRC or manager for approval before a referral?
Who presents the case to the CRC or manager for approval before a referral?
List two criteria that might lead to a case being referred out.
List two criteria that might lead to a case being referred out.
Signup and view all the answers
What are the steps involved in the referral process after the case is approved for referral?
What are the steps involved in the referral process after the case is approved for referral?
Signup and view all the answers
Give an example of a situation where a case might be dropped.
Give an example of a situation where a case might be dropped.
Signup and view all the answers
What should be done if there are unresolved issues in a case before deciding to drop it?
What should be done if there are unresolved issues in a case before deciding to drop it?
Signup and view all the answers
What is the role of communication in managing referrals and drops?
What is the role of communication in managing referrals and drops?
Signup and view all the answers
Why is documentation important in the referral and drop process?
Why is documentation important in the referral and drop process?
Signup and view all the answers
Which of the following is a step in the drop process?
Which of the following is a step in the drop process?
Signup and view all the answers
Study Notes
Strategic Client Management in Law Firms
- Aims to allocate resources effectively and manage caseloads to enhance client outcomes.
- Focuses on increasing positive outcomes for clients over merely increasing case numbers.
Referral Management
- "Refer out" means transferring a client’s case to another attorney or law firm with necessary expertise.
- Case submissions for referral approval involve collaboration between the case manager and the medical doctor.
Referral Criteria
- Cases may be referred out due to high medical expenses and complex liability issues.
- Factors such as client non-cooperation or insufficient evidence can also necessitate referrals.
Referral Process Steps
- Once a case is approved for referral, the referrals auditor checks criteria, and a referral specialist oversees the process.
- Effective sorting and assigning of cases is essential in managing referrals.
Case Drop Scenarios
- Cases might be dropped due to insufficient evidence or significant liability issues impeding potential success.
- High medical expenses alone would not typically justify case dismissal if other factors are favorable.
Handling Unresolved Issues
- It's crucial to consult the secondary and Drops department for advice on cases with unresolved issues before any decision to drop the case.
Communication in Management
- Effective communication with clients is vital for maintaining transparency and trust during referrals and case drops.
- Decisions regarding referrals and case management should be communicated clearly to the clients.
Importance of Documentation
- Documentation is essential to ensure all discussions and decisions during the referral and drop process are recorded for future reference.
- It serves to uphold legal obligations and ensure accountability.
Drop Process Steps
- A key step in the drop process involves performing a weekly evaluation to review and authorize case drops.
Studying That Suits You
Use AI to generate personalized quizzes and flashcards to suit your learning preferences.
Related Documents
Description
This quiz focuses on the essential principles of strategic client management within law firms. Test your knowledge on resource allocation, case management, and enhancing client outcomes. Ideal for law students and legal professionals seeking to solidify their understanding of effective client strategies.
