When to refer out vs when to drop quiz.docx

1\. What is the primary goal of strategic client management in a law firm? \- A) To increase the number of cases handled by the firm. \- B) To allocate resources effectively, manage caseloads, and increase positive outcomes for clients. \- C) To minimize the number of referrals. \- D) To ensure...

1\. What is the primary goal of strategic client management in a law firm? \- A) To increase the number of cases handled by the firm. \- B) To allocate resources effectively, manage caseloads, and increase positive outcomes for clients. \- C) To minimize the number of referrals. \- D) To ensure all clients receive the same type of representation. \- Answer:B 2\. What does \'refer out\' mean in the context of client case management? \- A) Dropping a case due to lack of evidence. \- B) Transferring a client\'s case to another attorney or law firm with specific expertise or resources. \- C) Managing the case internally with additional resources. \- D) Closing the case permanently. \- Answer:B 3\. Who presents the case to the CRC or manager for approval before a referral? \- A) The client. \- B) The referral specialist. \- C) The case manager and the medical doctor. \- D) The Drops department. \- Answer:C 4\. List two criteria that might lead to a case being referred out. \- A) Low medical expenses and simple liability issues. \- B) Client\'s non-cooperation and insufficient evidence. \- C) High medical expenses and complex liability issues. \- D) No coverage and plaintiff being placed at fault. \- Answer:C 5\. What are the steps involved in the referral process after the case is approved for referral? \- A) The referral specialist sorts and assigns the cases. \- B) The client manages the referral process. \- C) The referrals auditor checks the criteria, and a referral specialist handles the process. \- D) The manager directly refers the case to an attorney. \- Answer:C 6\. Give an example of a situation where a case might be dropped. \- A) The client has high medical expenses. \- B) The client has been very cooperative. \- C) Insufficient evidence or liability issues that hinder case success. \- D) The case is simple and straightforward. \- Answer:C 7\. What should be done if there are unresolved issues in a case before deciding to drop it? \- A) Directly inform the client of the drop. \- B) Consult the secondary and the Drops department for advice and approval. \- C) Refer the case out to another firm. \- D) Close the case immediately without further action. \- Answer:B 8\. What is the role of communication in managing referrals and drops? \- A) To avoid discussing the case with the client. \- B) Ensuring all decisions are communicated effectively to the client, maintaining transparency, and building client trust. \- C) To make decisions without informing the client. \- D) To document only major decisions. \- Answer:B 9\. Why is documentation important in the referral and drop process? \- A) To minimize the workload for the staff. \- B) To ensure all discussions and decisions are well-documented for future reference. \- C) To avoid legal obligations. \- D) To delay the process. \- Answer:B 10\. Which of the following is a step in the drop process? \- A) Establishing communication with potential attorneys. \- B) Performing a weekly evaluation to review and authorize the drop. \- C) Sorting and assigning cases. \- D) Checking if the case meets the positive criteria for referral. \- Answer:B