Podcast
Questions and Answers
Which option should you select under 'Case Type' when creating a new case profile?
Which option should you select under 'Case Type' when creating a new case profile?
- Auto Accident (correct)
- Medical Malpractice
- Car Accident
- Personal Injury
What should you do if the details of the accident are unclear from the intake form?
What should you do if the details of the accident are unclear from the intake form?
- Wait for a callback from the client
- Skip this section
- Proceed with file creation without editing this section
- Call the client for more information (correct)
Where should you enter the Defendant driver's phone number?
Where should you enter the Defendant driver's phone number?
- First Name
- Last Name
- Phone Number (correct)
- Middle Name
What should you do if there is no report number on the intake form but the police were involved?
What should you do if there is no report number on the intake form but the police were involved?
What should you enter in the 'Company Name' field when adding insurance details for a client?
What should you enter in the 'Company Name' field when adding insurance details for a client?
What should you enter in the 'Registered Owner' field when adding client's property damage?
What should you enter in the 'Registered Owner' field when adding client's property damage?
What should you select under 'Defendant Type' when adding the other driver's information?
What should you select under 'Defendant Type' when adding the other driver's information?
Where should you save the Letter of Representation in CasePeer?
Where should you save the Letter of Representation in CasePeer?
What should the subject line of the email to the Defendant’s insurance company contain?
What should the subject line of the email to the Defendant’s insurance company contain?
Where should you upload the intake form in CasePeer?
Where should you upload the intake form in CasePeer?
Where should you save the Letter of Representation in CasePeer?
Where should you save the Letter of Representation in CasePeer?
What should you do if there is missing information in the downloaded Letter of Representation?
What should you do if there is missing information in the downloaded Letter of Representation?
What format should the Letter of Representation be saved as in CasePeer?
What format should the Letter of Representation be saved as in CasePeer?
Where should you locate the Wave Law Firm 'W-9' file?
Where should you locate the Wave Law Firm 'W-9' file?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
What should you do if our client's vehicle is damaged and they haven't settled with the insurance company?
What should you do if our client's vehicle is damaged and they haven't settled with the insurance company?
When opening a Personal Injury Claim with the client's insurance company, what information should you provide?
When opening a Personal Injury Claim with the client's insurance company, what information should you provide?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
What should you do if there is missing information in the downloaded Letter of Representation?
What should you do if there is missing information in the downloaded Letter of Representation?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Where should you save the intake form in CasePeer?
Where should you save the intake form in CasePeer?
What should you enter in the 'Registered Owner' field when adding client's property damage?
What should you enter in the 'Registered Owner' field when adding client's property damage?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
What should you do if the insurance company asks for specific accident details or client injuries during the initial call?
Where should you save the Letter of Representation in CasePeer?
Where should you save the Letter of Representation in CasePeer?
Where should you locate the Wave Law Firm 'W-9' file?
Where should you locate the Wave Law Firm 'W-9' file?
What should you do if there is missing information in the downloaded Letter of Representation?
What should you do if there is missing information in the downloaded Letter of Representation?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
Which tab in CasePeer should you go to in order to add the adjuster information for the client's insurance?
