When to Refer Out Vs. When to Drop
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Questions and Answers

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:

<p>High medical expenses and complex liability issues. (C)</p> Signup and view all the answers

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

<p>The referrals auditor checks the criteria, and a referral specialist handles the process. (A)</p> Signup and view all the answers

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

<p>Insufficient evidence or liability issues that hinder case success. (C)</p> Signup and view all the answers

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

<p>Consult the secondary and the Drops department for advice and approval. (D)</p> Signup and view all the answers

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

<p>Ensuring all decisions are communicated effectively to the client, maintaining transparency, and building client trust. (B)</p> Signup and view all the answers

Why is documentation important in the referral and drop process?

<p>To ensure all discussions and decisions are well-documented for future reference. (D)</p> Signup and view all the answers

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

<p>Performing a weekly evaluation to review and authorize the drop. (B)</p> Signup and view all the answers

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