When to Refer Out Vs. When to Drop

What is the primary goal of strategic client management in a law firm?

To increase the number of cases handled by the firm.

To allocate resources effectively, manage caseloads, and increase positive outcomes for clients. (correct)

To minimize the number of referrals.

To ensure all clients receive the same type of representation.

What does 'refer out' mean in the context of client case management?

Dropping a case due to lack of evidence.

Transferring a client's case to another attorney or law firm with specific expertise or resources. (correct)

Managing the case internally with additional resources.

Closing the case permanently.

Who presents the case to the CRC or manager for approval before a referral?

The client.

The referral specialist.

The case manager and the medical doctor. (correct)

The Drops department.

List two criteria that might lead to a case being referred out.

High medical expenses and complex liability issues. Signup and view all the answers

What are the steps involved in the referral process after the case is approved for referral?

The referrals auditor checks the criteria, and a referral specialist handles the process. Signup and view all the answers

Give an example of a situation where a case might be dropped.

Insufficient evidence or liability issues that hinder case success. Signup and view all the answers

What should be done if there are unresolved issues in a case before deciding to drop it?

Consult the secondary and the Drops department for advice and approval. Signup and view all the answers

What is the role of communication in managing referrals and drops?

Ensuring all decisions are communicated effectively to the client, maintaining transparency, and building client trust. Signup and view all the answers

Why is documentation important in the referral and drop process?

To ensure all discussions and decisions are well-documented for future reference. Signup and view all the answers

Which of the following is a step in the drop process?

Performing a weekly evaluation to review and authorize the drop. Signup and view all the answers

When to Refer Out Vs. When to Drop

Questions and Answers

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?

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.

What are the steps involved in the referral process after the case is approved for referral?

Give an example of a situation where a case might be dropped.

What should be done if there are unresolved issues in a case before deciding to drop it?

What is the role of communication in managing referrals and drops?

Why is documentation important in the referral and drop process?

Which of the following is a step in the drop process?

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