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This is your work queue for today. P1 cases need action before anything else — SOL deadlines, critical health, SLA breaches. Click any case to expand details, notes, and activity. The number in the colored chip is the priority score.
TODAY
Your Work Queue — March 27, 2026
60 total casesSorted by priority score. P1 = act now (≥50) · P2 = this week (25-49) · P3 = monitor (<25).
Est. Delta Score Lift — If You Clear These Today
Request outstanding bills (7 cases)
+-0.0 pts
Enter missing dates/data (56 cases)
+20.7 pts
Add missing coverage (1P/3P) (21 cases)
+3.7 pts
Total Est. Impact+24.4 pts to Delta
Work by Ownership
CM Fix Today — CM Action 26
P2
Treatment (MRI Review) · 78w
Data gaps: no records request date
P2
Liability Negotiation · 15w
Data gaps: no records request date
P2
Treatment (Evaluations) · 26w
Data gaps: no records request date, no treatment start, fake progress
P2
Treatment (Injections / PM) · 43w
Data gaps: no records request date, fake progress
P2
Liability Negotiation · 19w
Data gaps: no records request date, fake progress
P2
Liability Negotiation · 29w
Data gaps: no records request date, fake progress
P2
P2
Treatment (Injections / PM) · 9w
Data gaps: no records request date, fake progress
P2
Liability Negotiation · 11w
Data gaps: no records request date, fake progress
P3
Liability Negotiation · 7w
Data gaps: no records request date, fake progress
P3
Litigation · 5w
Data gaps: no records request date, fake progress
P3
Treatment (Injections / PM) · 4w
Data gaps: no records request date, fake progress
P3
Litigation · 4w
Data gaps: no records request date, fake progress
P3
Liability Negotiation · 4w
Data gaps: no records request date, fake progress
P3
P3
Settlement · 4w
Data gaps: no records request date, no treatment start
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Write Demand · 1w
Data gaps: no records request date, fake progress
P3
Litigation · 1w
Data gaps: no records request date, fake progress
P3
Treatment (Injections / PM) · 1w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 5w
Data gaps: $0 bills, no records request date, no treatment start, fake progress
P3
Settlement Disbursement · 5w
Data gaps: no records request date
P3
Settlement Disbursement · 16w
Data gaps: no records request date
P3
Settlement Disbursement · 16w
Data gaps: no records request date
P3
Settlement Disbursement · 11w
Data gaps: no records request date, no treatment start
P3
Settlement Disbursement · 5w
Data gaps: no records request date
ATT Needs Attorney Review 13
P1
Litigation · 23w
Critical + SLA Overdue — needs attorney escalation
P1
Litigation · 8w
Critical + SLA Overdue — needs attorney escalation
P1
Treatment (Evaluations) · 43w
High Risk + SLA Overdue — attorney review
P1
Demand Drafted · 2w
Critical + SLA Overdue — needs attorney escalation
P1
Litigation · 26w
High Risk + SLA Overdue — attorney review
P1
Treatment (Evaluations) · 18w
High Risk + SLA Overdue — attorney review
P1
Liability Negotiation · 34w
High Risk + SLA Overdue — attorney review
P1
Litigation · 23w
High Risk + SLA Overdue — attorney review
P1
Settlement Disbursement · 6w
Critical Health — attorney review needed
P2
Pre-Lit · 13w
High Risk + SLA Overdue — attorney review
P2
Settlement Disbursement · 0w
Critical Health — attorney review needed
P2
Settlement · 4w
Critical Health — attorney review needed
P2
Liability Negotiation · 19w
SLA Overdue — needs review
PRV Needs Provider Follow-Up 0
OPS Needs Ops / Admin Cleanup 21
P1
Treatment (Evaluations) · 25w
Missing coverage (1P/3P) — Ops cleanup
P1
Liability Negotiation · 15w
Missing coverage (1P/3P) — Ops cleanup
P1
Liability Negotiation · 34w
Missing coverage (1P/3P) — Ops cleanup
P1
Liability Negotiation · 34w
Missing coverage (1P/3P) — Ops cleanup
P1
Demand Drafted · 40w
Missing coverage (1P/3P) — Ops cleanup
P1
Treatment (Injections / PM) · 13w
Missing coverage (1P/3P) — Ops cleanup
P1
Demand Drafted · 12w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Injections / PM) · 9w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 7w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Evaluations) · 7w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Evaluations) · 25w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 36w
Missing coverage (1P/3P) — Ops cleanup
P2
Liability Negotiation · 4w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 3w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 3w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 13w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (MRI Review) · 4w
Missing coverage (1P/3P) — Ops cleanup
P3
Settlement Disbursement · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Lead (Intake) · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Retained (Documents Signed) · 3w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 2w
Missing coverage (1P/3P) — Ops cleanup
P1
Priority 1 — Fix Today
16Priority Score Breakdown (0–200):
P1 = ≥50 (fix today) · P2 = 25–49 (this week) · P3 = <25 (monitor)
SOL ≤14 days+90 pts — legal deadline imminent
SOL 15–30 days+70 pts — attorney review needed
SOL 31–60 days+40 pts — watch closely
Critical Health+25 pts
High Risk Health+15 pts
SLA Overdue+10–30 pts (scales with weeks)
Over-Policy+20 pts
Fake Progress+8 pts
Stale Activity+8 pts
No touch >21d+6 pts
P1 = ≥50 (fix today) · P2 = 25–49 (this week) · P3 = <25 (monitor)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-08-23
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$52,791Billed
$2,791 overOver-Policy
Royel MoonParalegal
2024-08-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 23wk Over-policy $2,791 Fake Progress No touch 21d
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-01-31
60 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$216,780Billed
$116,780 overOver-Policy
Royel MoonParalegal
2025-01-31Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $116,780 Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-29
25 weeksCase Age
25wk / 6wk SLAPhase Duration
$1,770Billed
$1,770 overOver-Policy
Royel MoonParalegal
2025-09-30Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $1,770 Fake Progress No touch 35d
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-30
38 weeksCase Age
15wk / 6wk SLAPhase Duration
$12,217Billed
$12,217 overOver-Policy
Royel MoonParalegal
2025-07-01Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 15wk Over-policy $12,217 No touch 63d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-04-22
48 weeksCase Age
43wk / 6wk SLAPhase Duration
$25000Coverage
$9,138Billed
Royel MoonParalegal
2025-04-23Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 43wk Fake Progress No touch 21d
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$3,164Billed
$3,164 overOver-Policy
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 34wk Over-policy $3,164 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
58
Jessica Graham - (MVA / 2nd Case)
DATA ISSUESLA OVERDUELiability Negotiation 34wk — OVER SLA
0d
▾
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$7,616Billed
$7,616 overOver-Policy
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 34wk Over-policy $7,616 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-04-23
99 weeksCase Age
40wk / 6wk SLAPhase Duration
$10,131Billed
$10,131 overOver-Policy
Royel MoonParalegal
2024-05-01Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 40wk Over-policy $10,131 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-25
43 weeksCase Age
2wk / 17wk SLAPhase Duration
$100000Coverage
$132,102Billed
$32,102 overOver-Policy
Royel MoonParalegal
2025-05-29Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 2wk Over-policy $32,102 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-20
32 weeksCase Age
13wk / 6wk SLAPhase Duration
$27,522Billed
$27,522 overOver-Policy
Royel MoonParalegal
2025-08-12Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 13wk Over-policy $27,522 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-07-25
75 weeksCase Age
26wk / 6wk SLAPhase Duration
$25000Coverage
$11,530Billed
Royel MoonParalegal
2024-10-14Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 26wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-11-11
19 weeksCase Age
18wk / 6wk SLAPhase Duration
$25000Coverage
$7,188Billed
Royel MoonParalegal
2025-11-13Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 18wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$25000Coverage
$11,399Billed
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 34wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-08-23
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$24,613Billed
Royel MoonParalegal
2024-08-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 23wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-08-29
82 weeksCase Age
12wk / 6wk SLAPhase Duration
$11,224Billed
$11,224 overOver-Policy
Royel MoonParalegal
2024-08-30Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 12wk Over-policy $11,224 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
P2
Priority 2 — This Week
23🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-15
36 weeksCase Age
13wk / 6wk SLAPhase Duration
$25000Coverage
$24,700Billed
Royel MoonParalegal
2025-07-16Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 13wk Fake Progress
To-Do Items
To-Do
Pre-Lit
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-18
35 weeksCase Age
9wk / 6wk SLAPhase Duration
$21,922Billed
$21,922 overOver-Policy
Royel MoonParalegal
2025-07-21Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 9wk Over-policy $21,922 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-20
53 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$25,625Billed
$625 overOver-Policy
Royel MoonParalegal
2025-03-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $625
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-07
41 weeksCase Age
4wk / 6wk SLAPhase Duration
$15000Coverage
$18,206Billed
$3,206 overOver-Policy
Royel MoonParalegal
2025-06-12Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $3,206
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-09-12
79 weeksCase Age
78wk / 17wk SLAPhase Duration
$100000Coverage
$9,033Billed
Royel MoonParalegal
2024-09-16Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 78wk No touch 98d
To-Do Items
To-Do
Treatment (MRI Review)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-20
53 weeksCase Age
15wk / 17wk SLAPhase Duration
$100000Coverage
$44,323Billed
Royel MoonParalegal
2025-03-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 15wk No touch 105d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-06-19
69 weeksCase Age
19wk / 17wk SLAPhase Duration
$3000000Coverage
$6,544Billed
Royel MoonParalegal
2024-11-26Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 19wk No touch 98d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2026-01-16
7 weeksCase Age
7wk / 6wk SLAPhase Duration
$15,466Billed
$15,466 overOver-Policy
Royel MoonParalegal
2026-02-03Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 7wk Over-policy $15,466 Fake Progress
To-Do Items
To-Do
Retained (Documents Signed)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-20
22 weeksCase Age
7wk / 6wk SLAPhase Duration
$12,500Billed
$12,500 overOver-Policy
Royel MoonParalegal
2025-10-20Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 7wk Over-policy $12,500 Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-03
29 weeksCase Age
26wk / 17wk SLAPhase Duration
$100000Coverage
$870Billed
Royel MoonParalegal
2025-09-05Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 26wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-19
49 weeksCase Age
43wk / 17wk SLAPhase Duration
$250000Coverage
$33,785Billed
Royel MoonParalegal
2025-04-19Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 43wk Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-12-31
64 weeksCase Age
19wk / 17wk SLAPhase Duration
$1000000Coverage
$58,051Billed
Royel MoonParalegal
2025-01-02Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 19wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-05-22
84 weeksCase Age
29wk / 17wk SLAPhase Duration
$250000Coverage
$11,528Billed
Royel MoonParalegal
2024-08-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 29wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-29
25 weeksCase Age
25wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-09-29Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-25
30 weeksCase Age
4wk / 6wk SLAPhase Duration
$30Billed
$30 overOver-Policy
Royel MoonParalegal
2025-08-26Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 4wk Over-policy $30 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-13
49 weeksCase Age
3wk / 6wk SLAPhase Duration
$24,526Billed
$24,526 overOver-Policy
Royel MoonParalegal
2025-04-14Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $24,526 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-04
24 weeksCase Age
3wk / 6wk SLAPhase Duration
$32,127Billed
$32,127 overOver-Policy
Royel MoonParalegal
2025-10-06Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $32,127 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
34
Maleki Theodros Tilahaun MVA
DATA ISSUESLA OVERDUERetained (Documents Signed) 13wk — OVER SLA
7d
▾
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-09-12
79 weeksCase Age
12wk / 17wk SLAPhase Duration
$100000Coverage
$29,171Billed
Royel MoonParalegal
2024-09-16Intake Date
FAKE PROGRESS
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: SLA 12wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-03
29 weeksCase Age
9wk / 17wk SLAPhase Duration
$100000Coverage
$35,098Billed
Royel MoonParalegal
2025-09-05Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 9wk Fake Progress No touch 21d
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-22
48 weeksCase Age
11wk / 17wk SLAPhase Duration
$2000000Coverage
$54,354Billed
Royel MoonParalegal
2025-04-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 11wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2026-02-18
5 weeksCase Age
4wk / 6wk SLAPhase Duration
$12,847Billed
$12,847 overOver-Policy
Royel MoonParalegal
2026-02-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: Over-policy $12,847 Fake Progress
To-Do Items
To-Do
Treatment (MRI Review)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
29 CM-Owned
31 Paralegal Team
Delta scored on 29 CM-owned cases only
54.5/100
DELTA SCORE
ACCT
Accountability Tracker — Since March 24, 2026
Shows what each CM has changed or fixed since the last ops meeting. Metrics show value / total needing action. Cases with zero movement are flagged.
Alexis Gorman
60 cases · 60 active · 44 SLA overdue · 45 fake progress
30.0%
Action Rate
DEVELOPING
Core Activity
3
Phase
Advances
Advances
0/ 7
Bills Req
/ Needed
/ Needed
0/ 60
Records Req
/ Needed
/ Needed
0/ 55
Reductions
/ Eligible
/ Eligible
10/ 47
Tasks
Done
Done
Uploads & Data Fixes
0/ 67
Bills/Recs
Uploaded
Uploaded
0/ 21
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
5
Archived /
Moved
Moved
28/ 60
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
7/ 60
$0 Bills
59/ 60
$0 Reductions
34/ 60
$0 Expenses
60/ 60
$0 Settlements
47/ 60
$0 Liens
🔴 0 reduction requests — 55 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 21 cases missing policy limits (35%)
🟠 45 cases flagged as fake progress (75%)
🟠 21 cases over policy limits
$16,006,000Pipeline
29CM Cases
31Paralegal
REVENUE
100.0%
Bills Expected8 cases
Total Billed$2,017,528
Total Settled$0
Pipeline Value$16,006,000
Scored on Treatment Complete+ cases only
CLIENT HAPPINESS
31.0%
CM Healthy9
High Risk8
Critical6
Fake Progress45 (75%)
Scored on 29 CM-owned cases
TIME / SLA
17.2%
CM On Track5
Due Soon1
CM Overdue24
Avg Case Age328 days
Scored on 29 CM-owned cases
Understanding Your Delta Score — Phase-Aware
Delta measures the health of your CM-owned cases only on a 0-100 scale. Cases past Demand Sent belong to the paralegal team and are excluded from your score.
Revenue (40%) — Percentage of cases with bills on file, but only where bills are expected (Treatment Complete through Demand Sent). Cases still in active treatment are not penalized for missing bills since treatment hasn't completed yet. To improve: Request bills as soon as treatment completes. Follow up on outstanding requests and update Filevine when bills arrive.
Client Happiness / Health (30%) — Percentage of CM-owned cases in Healthy status. Paralegal-team cases are excluded. To improve: Enter missing data (treatment dates, records request dates), resolve fake progress flags, and keep cases moving.
Time / SLA (30%) — Percentage of CM-owned cases within their SLA window. Paralegal-team cases are excluded. To improve: Prioritize overdue cases, advance stalled ones, and flag cases needing attorney or ops intervention.
Your focus: Get cases to Treatment Complete with clean data, bills on file, and no fake progress flags — then hand off cleanly. After Demand Sent, you still track expenses and settlements but the case is driven by the paralegal/attorney team.
CASE AGE TRACKER — 45 / 90 / 120 DAY MANDATES
5
0–45 days
45-Day Payday window
1
46–90 days
90-Day Quick Turn
1
91–120 days
120-Day Review
6
121–180 days
Escalation zone
25
181–365 days
Aging inventory
22
>365 days
Legacy — review needed
Average: 328d
Median: 340d
45-Day eligible: 5
90-Day eligible: 6
45 / 90 / 120 Day Firm Mandates
45-Day Payday: JR's directive — every new case under $25K should be resolved or moved to demand within 45 days. Cases in the 0-45d window are your opportunity to hit this target. Move fast on intake, get treatment started, request bills early.
90-Day Quick Turn: Cases valued $50-100K should reach demand or settlement negotiation within 90 days. The 46-90d bucket shows how many are in this window. Keep treatment on schedule and draft demands as soon as treatment completes.
120-Day Review: Any case over 120 days without clear progress gets escalated. If your cases are piling up in the 121+ buckets, check for stalled treatment, missing records, or cases that need attorney intervention.
Cases over 365 days are legacy inventory and should be reviewed for settlement readiness, disposition, or referral. These are the biggest drag on your SLA score.
Your impact: Focus on keeping new cases moving — the faster you get cases through treatment with clean data, the fewer end up aging in the pipeline.
REDUCTION PERFORMANCE
1.7%
Reduction Rate (target 70%)
Total Billed$2,017,528
Write-Offs$34,752
Providers251
PROVIDER TIER BREAKDOWN
Good (≥70%)3
OK (50–69%)0
Weak (<50%)217
No Billing26
Reduction Performance — What You Can Control
What this measures: The percentage of total billed amounts that have been reduced through write-offs or negotiated reductions with providers. The firm target is 70%.
What you can do as a CM:
1. Request bills early and often. Providers in the "No Billing" tier have no bills on file — you can't reduce what you don't have. Get bills requested as soon as treatment starts.
2. Flag high-balance providers. If a provider has billed significantly more than others for similar treatment, escalate to Cyarra or Operations for reduction negotiation.
3. Track reduction request dates. Once a reduction is requested, follow up. Providers that don't respond within 14 days need a second touch.
4. Keep treatment end dates current. Reductions can't start until treatment is complete — make sure Treatment End Date is entered in Filevine as soon as treatment wraps.
What's handled by leadership: Actual reduction negotiations, write-off approvals, and lien resolution are managed by JR, Royel, Cyarra, and Princess. Your job is to get cases to that point with clean data and all bills on file.
Weak (<50%) providers are the biggest opportunity — these are cases where the billed amount far exceeds what will likely be paid. Escalate these for negotiation.
CASE PIPELINE BREAKDOWN BY PHASE
29
CM-OWNED
31
PARALEGAL TEAM
60
TOTAL IN FILEVINE
CM INTAKE & ONBOARDING (5 cases)
1
Lead (Intake)
Avg 0.0 wks · max 0.0 wks
4
Retained (Documents Signed)
Avg 14.8 wks · max 36.0 wks
Avg exceeds SLA (45d)
—
Referred Out
Not in current dataset
CM ACTIVE TREATMENT (16 cases)
8
Treatment (Evaluations)
Avg 18.9 wks · max 43.0 wks
Avg exceeds SLA (120d)
2
Treatment (MRI Review)
Avg 41.0 wks · max 78.0 wks
Avg 41.0 wks — bottleneck
6
Treatment (Injections / PM)
Avg 13.2 wks · max 43.0 wks
—
Treatment Complete
Not in current dataset
CM DEMAND PIPELINE (8 cases)
1
Write Demand
Avg 1.0 wks · max 1.0 wks
7
Demand Drafted
Avg 10.7 wks · max 40.0 wks
—
Demand Sent (Need Response)
Not in current dataset
PARALEGAL NEGOTIATION & PRE-LIT (13 cases)
12
Liability Negotiation
Avg 18.8 wks · max 34.0 wks
Avg exceeds SLA (45d)
1
Pre-Lit
Avg 13.0 wks · max 13.0 wks
Avg exceeds SLA (45d)
PARALEGAL LITIGATION (7 cases)
7
Litigation
Avg 12.9 wks · max 26.0 wks
Avg exceeds SLA (45d)
PARALEGAL SETTLEMENT & DISBURSEMENT (11 cases)
3
Settlement
Avg 5.3 wks · max 8.0 wks
8
Settlement Disbursement
Avg 7.4 wks · max 16.0 wks
PARALEGAL PROVIDER CLOSE-OUT (0 cases)
—
Provider Reductions
Not in current dataset
—
Provider Disbursement
Not in current dataset
Case Pipeline — Your Responsibility vs. Leadership Territory
Stages 1-3 (Intake through Demand Drafted) are where you have the most direct impact. Your job is to move cases through treatment efficiently, keep data clean, request bills, and ensure cases arrive at Treatment Complete with no missing information.
What a "clean handoff" looks like: Treatment End Date entered, all provider bills on file, records requested and received, coverage (1P/3P) documented, no fake progress flags, and treatment status updated in Filevine.
Stages 4-6 (Negotiation, Litigation, Settlement/Disbursement) are primarily managed by JR, Royel, Cyarra, and Princess. Once a case reaches Liability Negotiation, the attorneys drive it forward. However, you are still responsible for:
1. Project expenses — keeping expense records current and accurate in Filevine throughout the case lifecycle.
2. Settlement tracking — when settlements come through, ensure settlement amounts and dates are entered promptly.
3. Provider follow-up — even in negotiation/settlement, providers may need additional documentation or bills. Stay responsive to those requests.
Bottleneck alert: If cases are piling up in Treatment (MRI Review) or Treatment Complete with high avg weeks, that means cases are stalling before they can advance to demand. Check for missing data or stalled treatment plans.
PHASE BOTTLENECK ANALYSIS
| Phase | Avg Weeks | Max Weeks | # Cases | Risk Level | Primary Driver |
|---|---|---|---|---|---|
| Treatment (MRI Review) | 41.0 | 78.0 | 2 | CRITICAL BOTTLENECK | Extended avg time — review escalation path |
| Treatment (Evaluations) | 18.9 | 43.0 | 8 | SLOW | 6/8 overdue — needs intervention |
| Liability Negotiation | 18.8 | 34.0 | 12 | SLOW | 12/12 overdue — needs intervention |
| Retained (Documents Signed) | 14.8 | 36.0 | 4 | WATCH | 3/4 overdue — needs intervention |
| Treatment (Injections / PM) | 13.2 | 43.0 | 6 | WATCH | 6/6 overdue — needs intervention |
| Pre-Lit | 13.0 | 13.0 | 1 | WATCH | 1/1 overdue — needs intervention |
| Litigation | 12.9 | 26.0 | 7 | WATCH | 7/7 overdue — needs intervention |
| Demand Drafted | 10.7 | 40.0 | 7 | WATCH | 7/7 overdue — needs intervention |
| Settlement Disbursement | 7.4 | 16.0 | 8 | OK | Within acceptable range |
| Settlement | 5.3 | 8.0 | 3 | WATCH | Within acceptable range |
| Write Demand | 1.0 | 1.0 | 1 | WATCH | 1/1 overdue — needs intervention |
| Lead (Intake) | 0.0 | 0.0 | 1 | WATCH | Within acceptable range |
Phase Bottleneck Analysis — Reading the Table
Avg Weeks shows how long cases typically sit in each phase. Phases with high averages are where cases get stuck — these are your bottlenecks.
Risk Levels:
CRITICAL BOTTLENECK — Avg over 30 weeks. Cases are severely stalled. Check for missing escalation paths, incomplete treatment plans, or cases that should have moved phases weeks ago.
STUCK — Avg over 20 weeks. Cases are lingering too long. Review each case individually to identify what's blocking advancement.
SLOW — Avg over 15 weeks. Movement is below expectations. Increase follow-up cadence and check task completion rates.
WATCH — Not critical yet but trending slow or approaching SLA limits. Stay proactive.
What you can do: For phases you control (Treatment through Demand Drafted), look at the cases with the highest "Weeks in Phase" and determine what's blocking them. Common culprits: waiting on provider records, missing treatment end date, bills not yet requested, or coverage not documented.
INTEL
Ops Intel — Flagged Notes
0 notes flagged by the team for leadership review. Team members tag Filevine notes with #ops-* tags to surface items here with full case context.
How does this work?
Ops Intel connects your team's Filevine notes directly to this dashboard. When a team member needs leadership guidance, strategy input, or wants to escalate an issue, they simply add a note on the case in Filevine with one of the tags below. The next time dashboards refresh, the note appears here with full case context pulled automatically from firm data.
| Tag | When to Use |
|---|---|
| ▸ #ops-strategy | Case strategy guidance — next steps, approach, escalation path |
| ▲ #ops-escalation | Needs leadership attention — stuck case, client issue, or critical decision |
| + #ops-medical | Treatment question — referrals, stopping treatment, specialist needs |
| $ #ops-settlement | Pre-demand or settlement strategy — readiness, counter-offer, positioning |
| ◉ #ops-deadline | Time-sensitive — SOL approaching, lien deadline, court date |
| ■ #ops-billing | Billing & provider payment — missing bills, balance disputes, reductions |
| ✉ #email-escalation | Email escalation sent from dashboard — CC'd to Ashton |
| ✉ #email-attorney | Attorney escalation sent from dashboard — CC'd to JR + Ashton |
How to tag a note: In Filevine, create a note on the case project. In the Tags field, type the tag exactly (e.g. #ops-strategy). The note text should describe what you need — the dashboard will automatically attach the case details (phase, coverage, billing, health, CM assignment) so leadership has the full picture.
No flagged notes right now. When team members tag Filevine notes with
#ops-* tags, they will appear here.AG
Alexis Gorman
Strategic Focus Directive
Primary Focus: COMPLETE YOUR CASE ACTIONS — you're at 13.3% action rate with 45/60 cases in fake progress status
Action Items:
1Complete outstanding tasks by Friday 3/29: Finish 20 of your 25 pending tasks (prioritize the 21 missing policy limits and 7 bills requests) and send completion list to Royel for verification
2Execute fake progress cleanup Mon-Wed next week: Take action on all 28 zero-action cases — make provider calls, send records requests, or draft demands. No case sits without forward movement for another day.
3Upload documentation by Wed: Process all 67 bills/records sitting in downloads into proper Filevine entries with individual medical collection attachments per compliance requirements
4Leverage your reduction strength: Use your proven provider billing skills on 10 highest-dollar settlement disbursement cases to convert stuck revenue — route all requests through Cyarra per protocol
Watch Item: Action rate trend over next 7 days — if this doesn't hit 40%+ by Friday, escalate for caseload rebalancing discussion
▦
Notes & Tasks shows your active Filevine task queue and audit-based activity. Stale tasks = open 8+ days. Ghost cases = not touched in Filevine for 21+ days even if they look "active" in other metrics.
N&T
HOW THIS WORKS
How to read this tab: Each row is a case from your book. The collapsed view shows the latest note and key badges.
Click to expand and see the full timeline. Overdue = overdue tasks sorted first.
ASSIGNED = task or note from Cyarra, Royel, or Operations — these are highlighted in blue.
Author → Assigned shows the flow from who created it to who needs to act.
755
Open Tasks
752
Overdue Tasks
8
Cases Not Touched >21d
All (60)Overdue (58)Assigned (53)No Activity >21d (8)Recent Activity (32)Critical (6)Stale (5)P1 (16)P2 (23)P3 (21)
Liability Negotiation (12)Settlement Disbursement (8)Treatment (Evaluations) (8)Litigation (7)Demand Drafted (7)Treatment (Injections / PM) (6)Retained (Documents Signed) (4)Settlement (3)Treatment (MRI Review) (2)Write Demand (1)Pre-Lit (1)Lead (Intake) (1)
Confirm Receipt of Check(s)
Filevine System · 2025-12-23 94d ago
71 weeksCase Age
16wk / 17wk SLAPhase Duration
$125000Coverage
$52,006Billed
Royel MoonParalegal
2024-11-13Intake Date
Score drivers: 29 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-23 94d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Obtain Any Applicable POAs
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Obtain Client Signature on Release
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Submit Lien Reductions
OverdueFilevine System → Alexis Gorman
2025-10-13 165d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
OverdueCyarra Walters → Princess Robinson
2025-07-24 246d ago
Please send out this demand letter cert mail, fax, and email @princessann1
OverdueOperations → Cyarra Walters
2025-06-18 282d ago
To: [NyemaRobinsonMVAZ992187385@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jun 05 2025 04:02:48 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hous
OverdueFilevine System → Cyarra Walters
2025-05-09 322d ago
If Offer Received move case to "Negotiation" Phase
OverdueCyarra Walters → Cyarra Walters
2025-05-05 326d ago
Spoke to client, This client wants to terminate treatment because she was diagnosed with pre-breast cancer.
NoteASSIGNED
Cyarra Walters
2025-12-15 102d ago
Bailey Medpay check
Task
Filevine System
2025-12-23 94d ago
Confirm Receipt of Check(s)
This is to inform you that our mutual client Jones, Phillip 07/14/1965 | DOI: 11/12/2024 is scheduled for a follow up telehealth appointment on 04/06
Alexis Gorman · 2026-03-16 11d ago
66 weeksCase Age
4wk / 17wk SLAPhase Duration
$500000Coverage
$54,295Billed
Royel MoonParalegal
2024-12-16Intake Date
Score drivers: 27 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-23 4d ago
Demand Received / Follow Up
OverdueFilevine System → Operations
2026-02-15 40d ago
@Operations Please Draft Demand
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-12-09 108d ago
Good Afternoon,
Please be advised that the patient was last seen on 11/21/2025. Below are the recommendations:
Continue Medication as prescribed
Continue Neurologist management
PT/Massage/Dry Needling - Scheduled in house on 12/03/2025
Surgical Consultation with Dr. Chappuis (in house) - Pending
OverdueAlexis Gorman → Alexis Gorman
2025-10-13 165d ago
Emory records uploaded and invoice paid added to expenses.
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-03 175d ago
please collect all the records and bills from center for wellness @alexisgorman
OverdueCyarra Walters → Princess Robinson
2025-09-25 183d ago
We need to request the body cam of the officer that came and spoke to Phillip. @princessann1
OverduePrincess Robinson → Cyarra Walters
2025-07-01 269d ago
'@cyarra1
Hello,
I hope this message finds you well.
We would like to confirm if we may proceed with scheduling a follow-up appointment for Jones, Phillip DOB: 07/14/1965 regarding a medication refill as part of their ongoing care under the life care plan.
Please let us know how you wish to pro
OverduePrincess Robinson → Princess Robinson
2025-07-02 268d ago
Center for wellness and pain care can't get ahold of client and have took him off the list
OverdueCyarra Walters → Princess Robinson
2025-05-21 310d ago
He wants to get the nerve block doneon the foot.. ASAP. He is willing to do surgery on his foot, just not his back.
Please reach out to Regenerative Spine and Pain Specialists 866-939-4390; Please make sure they first received the referral order from The concussion center that was written by Dr. R
OverdueFilevine System → Cyarra Walters
2025-05-12 319d ago
If Offer Received move case to "Negotiation" Phase
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
To: Kyre Callen [kcallen@spineatl.com]( Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [phillipajonesmvaz992200872@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 01:21:11 GMT+00:00
Understood, thank you.
*Please make note of our new address change from Suite 935 to Suite 575!
C
NoteASSIGNED
Cyarra Walters
2026-02-12 43d ago
Surgical Estimate
Confirm Receipt of Check(s)
Filevine System · 2026-03-12 15d ago
59 weeksCase Age
5wk / 17wk SLAPhase Duration
$100000Coverage
$30,732Billed
Royel MoonParalegal
2025-02-02Intake Date
Score drivers: 24 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-12 15d ago
Confirm Receipt of Check(s)
OverdueCyarra Walters → Cyarra Walters
2026-02-20 35d ago
Where is the signed Statement of Trust? @alexisgorman
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Obtain Any Applicable POAs
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Obtain Client Signature on Release
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Submit Lien Reductions
OverdueFilevine System → Alexis Gorman
2025-12-30 87d ago
If Case Settled Then Change Phase to "Settlement"
OverdueAlexis Gorman → Cyarra Walters
2025-12-12 105d ago
(no description)
OverdueFilevine System → Alexis Gorman
2025-10-13 165d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-10-16 162d ago
* @cyarra review case with case manager
TaskASSIGNED
Cyarra Walters
2026-02-20 35d ago
Where is the signed Statement of Trust? @alexisgorman
Task
Filevine System
2026-03-12 15d ago
Confirm Receipt of Check(s)
64 weeksCase Age
19wk / 17wk SLAPhase Duration
$1000000Coverage
$58,051Billed
Royel MoonParalegal
2025-01-02Intake Date
Score drivers: 23 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-03-16 11d ago
Please call the adjuster Mr. Walden and make sure the settlemtn check was sent out @alexisgorman
OverdueVinesign Integration → Cyarra Walters
2026-02-27 28d ago
#vinesign-completed
Name: Settlement Release
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=cdf04081-d108-4a69-a15b-bf4b20ae2a4d.pdf
Signed: 2026-02-27 19:11:33
All signers: Denise Adams(donnadenisehalladams@gmail.com (678) 851-3128)
Sender: Admin Admin
OverdueFilevine System → Alexis Gorman
2026-01-10 76d ago
If Case Settled Then Change Phase to "Settlement"
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-28 150d ago
Please call the adjuster and ask if he sent out the checks for the minor kids and where. Confirm he has the right address with Suite #575 @alexisgorman
OverdueAlexis Gorman → Cyarra Walters
2025-10-06 172d ago
Spoke to the kids mother, she is asking for a written form to take to her landlord @cyarra1 basically stating she has a settlement from her kids coming in and needs an extension on her rent payment
OverdueCyarra Walters → Cyarra Walters
2025-10-06 172d ago
Please call and get supervisor information for
Adjuster:
623-232-6664
Mr Walden
@alexisgorman
OverdueOperations → Cyarra Walters
2025-08-15 224d ago
To: DeniseAdamsMVAZ992205860@thejrlawgroup.filevineapp.com [deniseadamsmvaz992205860@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Fri Aug 15 2025 04:47:40 GMT+00:00
Ashton Ron-Gábriel
National Head of Operations
Th
OverdueFilevine System → Filevine Integration
2025-08-11 228d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-05 234d ago
Confirm All LOP Provider Balances
OverdueFilevine Integration → Cyarra Walters
2025-05-08 323d ago
#vinesign-sent
Name: Denise Adams
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=75D553EF-2AE3-4C0A-915B-6F712664786A
Sent: 2025-05-07 21:42:30
Sent to:
All signers: Case Managers
Sender: Alexis Gorman
NoteASSIGNED
Cyarra Walters
2026-03-26 1d ago
Spoke to walden, he is overnighting the check
NoteASSIGNED
Cyarra Walters
2026-03-19 8d ago
$5,717.50 is currently owed to Cartiga.
FINALLY GOT AHOLD OF Ms. Tonya, new number: 346-896-7485 //
Cyarra Walters · 2026-03-27 0d ago
99 weeksCase Age
40wk / 6wk SLAPhase Duration
$10,131Billed
$10,131 overOver-Policy Exposure
Royel MoonParalegal
2024-05-01Intake Date
Score drivers: Over-policy $10,131 23 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-02-19 36d ago
They said that she never came to her appt where she was suppose to give them permission to give me the records and bills. I provide the office with her new number and they will reach out to her to get the okay to send the bills.
OverdueAlexis Gorman → Alexis Gorman
2026-01-26 60d ago
Follow up with Dr. Patzakis on monday @alexisgorman
OverdueCyarra Walters → Cyarra Walters
2026-01-22 64d ago
Spoke to client, She was consistently treating with Dr. Patzakis Nick DO; 9725 Homestead Rd, Houston, TX 77016; Please call this primary care doctor and request all the records and bills ASAP! She got her cortizone shots here. and he was treating her right side of head and right knee. @alexisgorman
OverdueAlexis Gorman → Cyarra Walters
2025-08-05 234d ago
'@cyarra1 the adjuster called about the demand, it's been ready to send since 6/16, may you please review it so I can send it out tmw
OverdueAlexis Gorman → Alexis Gorman
2025-07-03 267d ago
Called 100% Chiro to confirm final balance.
OverdueFilevine System → Cyarra Walters
2025-06-23 277d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-07-02 268d ago
To: [TonyaAlexanderMVAZ991886242@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Tue Jun 17 2025 02:03:48 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hou
OverdueFilevine System → Cyarra Walters
2025-06-17 283d ago
Confirm All LOP Provider Balances
OverdueCyarra Walters → Angie Colindres
2025-01-08 443d ago
(no description)
OverdueOperations → Angie Colindres
2024-11-21 491d ago
'@angiec What are policy limits for this client?
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
FINALLY GOT AHOLD OF Ms. Tonya, new number: 346-896-7485 //
NoteASSIGNED
Cyarra Walters
2026-03-23 4d ago
To: Tonya Alexander [tonyaa599@gmail.com](
Cc: [tonyaalexandermvaz991886242@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 03:22:27 GMT+00:00
Good Morning Ms. Tonya,
Our office has made several attempts to connect with you regarding your 4/23/24 personal injury case. Please call within 24 h
Confirm Receipt of Check(s)
Filevine System · 2026-03-01 26d ago
48 weeksCase Age
6wk / 12wk SLAPhase Duration
$55000Coverage
$55,978Billed
$978 overOver-Policy Exposure
Royel MoonParalegal
2025-04-21Intake Date
Score drivers: Critical Over-policy $978 23 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-01 26d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Obtain Any Applicable POAs
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Obtain Client Signature on Release
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Submit Lien Reductions
OverduePrincess Robinson → Cyarra Walters
2026-01-29 57d ago
are we going to go through his UIM? since he has $25k addend on @cyarra1
OverdueCyarra Walters → Princess Robinson
2026-01-22 64d ago
Please send out reduction requests @princessann1
OverdueAlexis Gorman → Cyarra Walters
2025-11-05 142d ago
this demand is ready for review @cyarra1
OverdueFilevine System → Alexis Gorman
2025-10-13 165d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-10-16 162d ago
* @cyarra review case with case manager
NoteASSIGNED
Cyarra Walters
2026-02-09 46d ago
Allstate UM called and there is no UM/UIM coverage. it was rejected when they purchased the policy.
Task
Filevine System
2026-03-01 26d ago
Confirm Receipt of Check(s)
51 weeksCase Age
16wk / 17wk SLAPhase Duration
$1000000Coverage
$87,804Billed
Royel MoonParalegal
2025-04-02Intake Date
Score drivers: 22 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-21 96d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Alexis Gorman
2025-12-01 116d ago
Obtain Any Applicable POAs
OverdueFilevine System → Alexis Gorman
2025-12-01 116d ago
Obtain Client Signature on Release
OverdueFilevine System → Alexis Gorman
2025-12-01 116d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Alexis Gorman
2025-12-01 116d ago
Submit Lien Reductions
OverdueCyarra Walters → Cyarra Walters
2025-11-12 135d ago
Re-negotiated this case and settled for $150K.
OverdueFilevine System → Alexis Gorman
2025-10-13 165d ago
If Case Settled Then Change Phase to "Settlement"
OverdueFilevine System → Filevine Integration
2025-08-14 225d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-08 231d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Filevine Integration
2025-08-13 226d ago
Request All Medical Records & Bills
TaskASSIGNED
Cyarra Walters
2026-01-05 81d ago
Spoke to the PIP adjuster from Progressive, Amanada C) 502-909-3673, they are going to issue a $10K check in full.
Note
Hewitt Mesfin
2026-02-23 32d ago
To: [JequaviousGantMVAZ992253388@thejrlawgroup.filevineapp.com](
Date: Mon Feb 23 2026 08:11:38 GMT+00:00
Get Outlook for Mac
Date: Monday, February 23, 2026 at 1:40?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model:
Submit Lien Reductions
Filevine System · 2026-03-26 1d ago
72 weeksCase Age
0wk / 6wk SLAPhase Duration
$5,363Billed
$5,363 overOver-Policy Exposure
Royel MoonParalegal
2024-11-08Intake Date
Score drivers: Over-policy $5,363 21 overdue tasks
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-29 149d ago
Please send out this demand letter via cert mail, fax, and email @alexisgorman
OverdueAlexis Gorman → Cyarra Walters
2025-10-01 177d ago
to pay:
OverdueFilevine System → Filevine Integration
2025-07-31 239d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-08-05 234d ago
To: [GlendaBaumZ992185897@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jul 24 2025 05:15:24 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Houston, T
OverdueFilevine System → Filevine Integration
2025-07-25 245d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Alexis Gorman
2025-06-24 276d ago
Call Glenda Baum at 520-400-1298 to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-06-19 281d ago
Schedule Chiro in lead to MRI Evaluation
OverdueFilevine System → Alexis Gorman
2025-06-15 285d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Alexis Gorman
2025-06-11 289d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueCyarra Walters → Kailey Meregildo
2024-12-18 464d ago
We need better treatment info.. make contact with client @kaileym
Note
Filevine System
2026-03-26 1d ago
Submit Lien Reductions
Note
Filevine System
2026-03-26 1d ago
Receive Release from Insurance Adjuster
I called and updated the client.
Cyarra Walters · 2026-03-24 3d ago
91 weeksCase Age
4wk / 17wk SLAPhase Duration
$130000Coverage
$18,279Billed
Royel MoonParalegal
2024-06-23Intake Date
Score drivers: 20 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-02-26 29d ago
$43,648.90 new offer @cyarra1
OverdueFilevine System → Cyarra Walters
2025-06-23 277d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-06-18 282d ago
To: [StefanUNKNOWNMVAZ992067610@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Tue Jun 17 2025 02:38:27 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hous
OverdueFilevine System → Cyarra Walters
2025-06-17 283d ago
Confirm All LOP Provider Balances
OverdueCyarra Walters → Angie Colindres
2024-12-20 462d ago
No treatment update in 2 months? @angiec
OverdueAngie Colindres → Angie Colindres
2024-10-18 525d ago
He is scheduled for his initial visit with Benchmark PT at 12pm on 10/16
OverdueCyarra Walters → Angie Colindres
2024-09-26 547d ago
I spoke to Stefan Brathwaite and sorted the issue out.. he is going to just have a professional review the MRIs with him at Emory Ortho and then we can send him to one of our preferred PT providers. @angiec
OverdueCyarra Walters → Angie Colindres
2024-09-26 547d ago
Please call Stefan and resolve the treatment issue text message we got from him @angiec
"Good morning
Under my current health insurance which is provided by my current employer - something that can change at any date - I do not need a referral from a PCP to a specialist.
I submitted the paperw
OverdueCyarra Walters → Angie Colindres
2024-09-25 548d ago
Please resolve the stefan POC issue ASAP; refer to his text message this morning @angiec
OverdueCyarra Walters → Angie Colindres
2024-08-02 602d ago
Please email the Geico UM/UIM dec page to the hartford adjuster.. With this email please.. write a formal letter demanding reimbursement of the $1,000.00 deductible. @angiec Let me review it before you send it out.
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
I called and updated the client.
TaskASSIGNED
Cyarra Walters
2026-03-16 11d ago
Please send out reduction request, and ask for 70% off @alexisgorman
Demand Received / Follow Up
Filevine System · 2026-03-05 22d ago
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$52,791Billed
$2,791 overOver-Policy Exposure
Royel MoonParalegal
2024-08-23Intake Date
Score drivers: Critical Over-policy $2,791 19 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-12 15d ago
Demand Received / Follow Up
OverdueCyarra Walters → Royel Moon
2025-10-16 162d ago
Please find of-counsel in North Carolina to litigate @rm1
OverdueFilevine System → Cyarra Walters
2025-09-29 179d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-09-29 179d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueAlexis Gorman → Alexis Gorman
2025-09-17 191d ago
where are the certified spine and care records? @cyarra1
OverduePrincess Robinson → Cyarra Walters
2025-07-15 255d ago
invoice for $15.00 came through fax to get his records from Certified Spine and Pain Care
OverdueCyarra Walters → Kailey Meregildo
2025-01-10 441d ago
Need to see if he can do the trigger point injections at Premier with Dr. Ramero in Stark, FL and McCleny, FL
Address: 1548 S Water St, Starke, FL 32091
Phone: (904) 264-0770
OverdueCyarra Walters → Angie Colindres
2024-11-25 487d ago
Carlos needs to get his MRIS done ASAP @angiec
OverdueFilevine System → Cyarra Walters
2024-10-10 533d ago
Get Medical Provider Disability Implentation
OverdueKailey Meregildo → Kailey Meregildo
2025-03-12 380d ago
New adjuster updated (B.I) limits requested with her
Task
Filevine System
2026-03-05 22d ago
Demand Received / Follow Up
Task
Alexis Gorman
2026-03-04 23d ago
called for an update @rm1
59 weeksCase Age
11wk / 17wk SLAPhase Duration
$100000Coverage
$21,615Billed
Royel MoonParalegal
2025-02-02Intake Date
Score drivers: 19 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-01-27 59d ago
'@cyarra1
For the attention of INSURANCE ADJUSTERS
Attention: Atlanta
Erica Guzman from Prove Partners called in regards to payment past due, in regards to Almeda Wilson.
She advised she has left several messages with no response.
She can be reached at 702-472-8503
Email: eguzman@provepartners
OverdueFilevine System → Alexis Gorman
2026-01-26 60d ago
Confirm Receipt of Check(s)
OverduePrincess Robinson → Cyarra Walters
2026-01-20 66d ago
Dear Existing and General Inquiries
Erica Guzman from Prove Partners called to follow up on deal that hasn't been paid since October for case of client/patient Anelda Wilson, for Safeway Behavioral Health. Requesting to speak to their case manager.
Please could you call back on 702-472-8503.
Emai
OverdueFilevine System → Alexis Gorman
2026-01-06 80d ago
Obtain Any Applicable POAs
OverdueFilevine System → Filevine Integration
2025-09-22 186d ago
If Case Settled Then Change Phase to "Settlement"
OverduePrincess Robinson → Cyarra Walters
2025-08-26 213d ago
client called wanting an update on her case told her we received the initial offer YESTERDAY for $24k and that you @cyarra1 would give her a call to discuss where we go from there and things like that
OverdueCyarra Walters → Cyarra Walters
2025-07-16 254d ago
To: AlmedaWilsonMVAZ992220197@thejrlawgroup.filevineapp.com [almedawilsonmvaz992220197@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Wed Jul 16 2025 08:44:48 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketi
OverdueAmari Kedar → Cyarra Walters
2025-07-01 269d ago
(no description)
OverdueFilevine System → Cyarra Walters
2025-02-17 403d ago
Call Almeda Wilson at 608-347-0285 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-02-11 409d ago
Get Medical Provider Disability Implentation
Task
Princess Robinson
2026-01-27 59d ago
'@cyarra1
For the attention of INSURANCE ADJUSTERS
Attention: Atlanta
Erica Guzman from Prove Partners called in regards to payment past due, in regards to Almeda Wilson.
She advised she has left several messages with no response.
She can be reached at 702-472-8503
Email: eguzman@provepartners
Task
Filevine System
2026-01-26 60d ago
Confirm Receipt of Check(s)
To: [ChosenCuthbertsonZ992217409@thejrlawgroup.filevineapp.com]( [JessicaGrahamndCaseZ992217389@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026
Hewitt Mesfin · 2026-03-27 0d ago
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$3,164Billed
$3,164 overOver-Policy Exposure
Royel MoonParalegal
2025-01-27Intake Date
Score drivers: Over-policy $3,164 19 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2025-06-12 288d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-06-18 282d ago
To: [ChosenCuthbertsonZ992217409@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jun 05 2025 06:10:06 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hou
OverdueFilevine System → Cyarra Walters
2025-06-06 294d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Cyarra Walters
2025-06-05 295d ago
Request All Medical Records & Bills
OverdueFilevine System → Cyarra Walters
2025-05-05 326d ago
Obtain Any Applicable POAs
OverdueFilevine System → Cyarra Walters
2025-05-05 326d ago
Obtain Client Signature on Release
OverdueFilevine System → Cyarra Walters
2025-05-05 326d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Cyarra Walters
2025-05-05 326d ago
Submit Lien Reductions
OverdueFilevine System → Cyarra Walters
2025-04-17 344d ago
Call Chozen Cuthbertson at to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-03-10 382d ago
Get Medical Provider Disability Implentation
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: [chosencuthbertsonz992217409@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 05:31:49 GMT+00:00
Sent: Thursday, March 26, 2026 5:41 PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Location: Not Set
TaskASSIGNED
Cyarra Walters
2026-03-11 16d ago
Please send acceptance and holdharmless to Progressive for $3,055.00 @alexisgorman
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$24,613Billed
Royel MoonParalegal
2024-08-23Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Royel Moon
2025-10-16 162d ago
Please find of counsel in North Carolina to litigate @rm1
OverdueFilevine System → Filevine Integration
2025-08-13 226d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-07 232d ago
Confirm All LOP Provider Balances
OverdueCyarra Walters → Angie Colindres
2024-12-06 476d ago
They dont like their current provider, please switch them to either... Try national spine and pain stark or Florida Spine and Injury in Lake City Chiropractor. @angiec
OverdueCyarra Walters → Princess Robinson
2024-11-22 490d ago
Call Absolute and let them know that she wont be back till next wednesday @jeremy2
OverdueAngie Colindres → Angie Colindres
2024-10-14 529d ago
Call chiro to request MRI's @angiec
OverdueCyarra Walters → Angie Colindres
2024-10-04 539d ago
Please call the adjuster and find out what the $3,584.82 she received in the mail is for.. And get a return address to mail the check back @angiec
OverdueFilevine System → Cyarra Walters
2024-09-08 565d ago
Request Lost Wages
OverdueCyarra Walters → Angie Colindres
2024-09-05 568d ago
Please call have the rental car rerouted to be picked up in at the Enterprise location: 560 S Walnut St, Starke, FL 32091 Gainseville FL or the 3880 N E 39th Avenue. STE N. Gainesville, FL 32609 location. @angiec
NoteASSIGNED
Royel Moon
2026-02-04 51d ago
To: [rochellemassinellomvaz992150999@thejrlawgroup.filevineapp.com](
Date: Wed Feb 04 2026 02:51:24 GMT+00:00
Date: Tuesday, February 3, 2026 at 8:20?PM
To: Royel Moon
Subject: accident Carolina
https://photos.app.goo.gl/chgYbeHDriouD22v5
Please let me know if you able to access this link wit
Filevine System → Royel Moon
2026-03-30
Demand Received / Follow Up
Task
Filevine System
2026-03-23 4d ago
Demand Received / Follow Up
The rawlings lien was reduced to $12,850.65. Elaina, Rawlings //
Cyarra Walters · 2026-03-23 4d ago
51 weeksCase Age
5wk / 17wk SLAPhase Duration
$1000000Coverage
$80,559Billed
Royel MoonParalegal
2025-03-31Intake Date
Score drivers: 18 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Obtain Any Applicable POAs
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Obtain Client Signature on Release
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Submit Lien Reductions
OverdueCyarra Walters → Cyarra Walters
2026-01-23 63d ago
Felix has THREE(3) Liens: the Rawlings lien, Optum and Piedmont liens
OverdueFilevine System → Filevine Integration
2025-09-30 178d ago
Demand Received / Follow Up
OverdueFilevine System → Filevine Integration
2025-08-28 211d ago
Request All Medical Records & Bills
OverdueFilevine System → Alexis Gorman
2025-07-02 268d ago
Injections / Surgery Updates
OverdueFilevine System → Alexis Gorman
2025-06-25 275d ago
Follow up on Referral for Specialist
OverdueFilevine System → Alexis Gorman
2025-06-18 282d ago
Review Case with Cyarra (Admin)
NoteASSIGNED
Cyarra Walters
2026-03-23 4d ago
The rawlings lien was reduced to $12,850.65. Elaina, Rawlings //
TaskASSIGNED
Cyarra Walters
2026-03-10 17d ago
Please upload the sign SOT @rm1 @princessann1
To: [ChosenCuthbertsonZ992217409@thejrlawgroup.filevineapp.com]( [JessicaGrahamndCaseZ992217389@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026
Hewitt Mesfin · 2026-03-27 0d ago
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$7,616Billed
$7,616 overOver-Policy Exposure
Royel MoonParalegal
2025-01-27Intake Date
Score drivers: Over-policy $7,616 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-19 8d ago
Reduction Request: @alexisgorman
Please ask Complete Health for $600 as PIF
Please ask Greater Health Houston for $250 as PIF
Please ask Head to Toe for $700 as PIF
I'll do the whiplash injury one.
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-03-23 4d ago
Top offer, $14,949.00;
OverdueAlexis Gorman → Cyarra Walters
2025-09-16 192d ago
'-
OverdueFilevine System → Cyarra Walters
2025-07-01 269d ago
Prepare the Demand Draft & Package
OverdueFilevine System → Cyarra Walters
2025-07-01 269d ago
Send Demand out
OverdueOperations → Cyarra Walters
2025-06-18 282d ago
To: [JessicaGrahamndCaseZ992217389@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Wed Jun 18 2025 04:18:19 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 H
OverdueAlexis Gorman → Cyarra Walters
2025-05-22 309d ago
'@cyarra1 Client is really close to Policy Limit, should I crease treatments? She keeps missing them and not rescheduling btw.
OverdueFilevine System → Cyarra Walters
2025-04-17 344d ago
Call Jessica Graham at 719-310-8950 to update them on the case progress.
OverdueAngie Colindres → Cyarra Walters
2025-03-12 380d ago
She called the office requesting a cash advance of $1500.00 @cyarra1
OverdueFilevine System → Princess Robinson
2025-02-06 414d ago
Get Medical Provider Disability Implentation
Note
Hewitt Mesfin
2026-03-27 0d ago
To: [ChosenCuthbertsonZ992217409@thejrlawgroup.filevineapp.com]( [JessicaGrahamndCaseZ992217389@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 08:08:52 GMT+00:00
Get Outlook for Mac
Date: Friday, March 27, 2026 at 3:13?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to:
Note
Hewitt Mesfin
2026-03-27 0d ago
To: [JessicaGrahamndCaseZ992217389@thejrlawgroup.filevineapp.com](
Cc: [ChosenCuthbertsonZ992217409@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 07:56:49 GMT+00:00
Get Outlook for Mac
Date: Friday, March 27, 2026 at 3:13?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply
To: [antwriushardemanmvaz992174226@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 06:41:47 GMT+00:00
Date: Thursday, March 26, 2026 at 1:54?PM
Royel Moon · 2026-03-26 1d ago
75 weeksCase Age
26wk / 6wk SLAPhase Duration
$25000Coverage
$11,530Billed
Royel MoonParalegal
2024-10-14Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-01-21 65d ago
Ms. Moon,
Thanks for sending. I will forward to the adjuster. As a point of clarification regarding the demand, is this an extra-contractual demand? The reason for my inquiry is that the applicable policy is a 25/50 liability limits policy, and our last conversation was such that your client was wi
OverdueCyarra Walters → Royel Moon
2026-01-21 65d ago
Good Morning,
Attached, please find a copy of the Case Management Order (Consolidated) required for all civil cases in the State Court of Barrow County. Please confer with opposing counsel and return the CMO to me via email at your earliest convenience. Also, please note, all proposed orders wil
OverdueFilevine System → Filevine Integration
2025-08-17 222d ago
If Case Settled Then Change Phase to "Settlement"
OverdueAlexis Gorman → Cyarra Walters
2025-08-11 228d ago
Ms. Emily with progressive offered 2k, said this accident was minor and he was in another accident a few days later
OverdueAlexis Gorman → Cyarra Walters
2025-07-07 263d ago
offer @cyarra1
OverdueFilevine System → Cyarra Walters
2025-06-25 275d ago
Demand Received / Follow Up
OverdueFilevine System → Cyarra Walters
2025-05-29 302d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Cyarra Walters
2025-05-22 309d ago
Review the Demand Draft & Package; Ensure Accuracy of Values, Parties, and Records
OverdueCyarra Walters → Kailey Meregildo
2025-04-03 358d ago
Need movement on this case. @kaileym
OverdueCyarra Walters → Kailey Meregildo
2024-11-05 507d ago
Please get keon to forward the termination letter he sent to his older lawyers.. then forward it to the insurance companies @kaileym
NoteASSIGNED
Royel Moon
2026-03-26 1d ago
To: [antwriushardemanmvaz992174226@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 06:41:47 GMT+00:00
Date: Thursday, March 26, 2026 at 1:54?PM
To: Royel Moon
Subject: Moneypenny - Attorney Tyler Meadow
Dear Royel
Attorney Tyler Meadow called for Ms Moon regarding Progressing has raised t
NoteASSIGNED
Cyarra Walters
2026-02-10 45d ago
ood morning,
In response to your reduced demand of $20,000.00, I am authorized to offer $11,300 in full satisfaction of this matter in exchange for a general release and execution of a hospital affidavit affirming that all medical bills will be resolved with the settlement proceeds. Once you hav
9402711105495812284964
return: 9490911105495812284925
Alexis Gorman · 2026-03-27 0d ago
60 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$216,780Billed
$116,780 overOver-Policy Exposure
Royel MoonParalegal
2025-01-31Intake Date
Score drivers: Critical Over-policy $116,780 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-19 8d ago
Demand Received / Follow Up
OverdueRoyel Moon → Royel Moon
2026-01-26 60d ago
'@rm1 file Complaint
OverdueCyarra Walters → Princess Robinson
2025-12-05 112d ago
Please send Neuro Spine a reduction request for $50K @princessann1 ; and snd out all the other reduction request(s) except the hospitla
OverdueFilevine System → Filevine Integration
2025-08-13 226d ago
If Offer Received move case to "Negotiation" Phase
OverdueCyarra Walters → Cyarra Walters
2025-08-13 226d ago
Please send out the demand letter via fax (actually there is no fax number), email, and certified mail @amarikedar
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-08-10 229d ago
Once the LOR is received as instructed to Anel, please call the adjuster (Progressive Claim No. 25359709641) and find out what medpay coverage Mr. Jacques has available to him @alexisgorman , should be $5K
OverdueFilevine System → Filevine Integration
2025-08-07 232d ago
Confirm All LOP Provider Balances
OverduePrincess Robinson → Cyarra Walters
2025-06-04 296d ago
Good Afternoon,
See note below from the treating doctor, please review and let me know if we can proceed with the injection,
Thank you
Patient: Etienne Jacques
DOB: 9/27/02
DOL: 1/31/25
Their physician is recommending platelet-rich plasma (PRP) injections. This procedure will further assist
OverdueKailey Meregildo → Cyarra Walters
2025-03-24 368d ago
He treated at Benchmark for his first accident and now The Trio Solutions have him down as treating for this accident as well. @cyarra1
Am I cancelling his future appointments or s he may to proceed treating?
OverdueFilevine System → Princess Robinson
2025-02-21 399d ago
Get Medical Provider Disability Implentation
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
Please send out this demand letter via cert mail, fax, and email to Progressive Lyft adjuster @alexisgorman , dont change any dates.
NoteASSIGNED
Cyarra Walters
2026-03-23 4d ago
Picked the brain of Meredith, Progressive Insurance is not going to be able make payment on their UM/UIM. We would have to make a BI claim, but even then it may not suffice
INSURANCE HAS UNTIL APRIL 8TH TO RESPONSE TO DEMAND
Alexis Gorman · 2026-03-12 15d ago
38 weeksCase Age
3wk / 17wk SLAPhase Duration
$250000Coverage
$61,281Billed
Royel MoonParalegal
2025-07-03Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-12 15d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Operations
2026-02-27 28d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2026-02-24 31d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-12-03 114d ago
Was the property damage portion and sorted and reimburseed to the client? whats the hold up? Get Ashton to help you with opening the hard drive/link @alexisgorman
OverdueCyarra Walters → Cyarra Walters
2025-10-03 175d ago
The adjuster called asking for treatment update, and i provided it to her
OverdueFilevine System → Cyarra Walters
2025-08-20 219d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Cyarra Walters
2025-09-03 205d ago
Coach Client Treatment Plan
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Follow up on Referral for Specialist
NoteASSIGNED
Operations
2026-03-02 25d ago
To: [blairboxtruckmvaz992295147@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 02 2026 11:08:11 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gro
Note
Alexis Gorman
2026-03-12 15d ago
INSURANCE HAS UNTIL APRIL 8TH TO RESPONSE TO DEMAND
Marco Top offer $5,477.00
Cyarra Walters · 2026-03-11 16d ago
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$25000Coverage
$11,399Billed
Royel MoonParalegal
2025-01-27Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2025-09-02 206d ago
Please review this demand, I had to add in whiplash injury clinics balance. @cyarra1
OverdueFilevine System → Cyarra Walters
2025-06-12 288d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-06-13 287d ago
To: [MarcoCuthbertsonZ992217403@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Thu Jun 05 2025 06:27:51 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hous
OverdueFilevine System → Cyarra Walters
2025-06-06 294d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Cyarra Walters
2025-06-05 295d ago
Request All Medical Records & Bills
OverdueFilevine System → Cyarra Walters
2025-04-17 344d ago
Call Marco Cuthbertson at 4405668105 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-03-10 382d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-03-17 375d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-03-17 375d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-03-24 368d ago
Coach Client Treatment Plan
NoteASSIGNED
Cyarra Walters
2026-03-11 16d ago
Marco Top offer $5,477.00
NoteASSIGNED
Cyarra Walters
2026-01-05 81d ago
Offer received of $4,463.00
Obtain Any Applicable POAs
Filevine System · 2026-03-26 1d ago
53 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$25,625Billed
$625 overOver-Policy Exposure
Royel MoonParalegal
2025-03-21Intake Date
Score drivers: Critical Over-policy $625 17 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
If Case Settled Then Change Phase to "Settlement"
OverdueAlexis Gorman → Royel Moon
2026-01-28 58d ago
'@rm1 the case with the two missing ladies in which they did not extend an offer to.
OverdueFilevine System → Filevine Integration
2025-08-21 218d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-15 224d ago
Confirm All LOP Provider Balances
OverdueOperations → Cyarra Walters
2025-08-26 213d ago
To: [JacquelinePippinsMVAZ992242074@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Aug 14 2025 05:23:40 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
2970 Clairmont Rd NE Brookhav
OverdueFilevine System → Alexis Gorman
2025-07-03 267d ago
Injections / Surgery Updates
OverdueFilevine System → Alexis Gorman
2025-06-19 281d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Alexis Gorman
2025-06-19 281d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Alexis Gorman
2025-06-26 274d ago
Follow up on Referral for Specialist
OverdueFilevine System → Alexis Gorman
2025-05-22 309d ago
Get Medical Provider Disability Implentation
TaskASSIGNED
Cyarra Walters
2026-03-10 17d ago
What are the responses to the reduction request(s)? @hewittmesfin
Note
Filevine System
2026-03-26 1d ago
Obtain Any Applicable POAs
Micheal nows needs to be sent to a Neurosurgeon:
Send a referral to Georgia Brain and Spine: @alexisgorman
regan@georgiabrainandspine.com
C: 470.35
Cyarra Walters · 2026-03-20 7d ago
49 weeksCase Age
7wk / 17wk SLAPhase Duration
$1000000Coverage
$242,170Billed
Royel MoonParalegal
2025-04-14Intake Date
Score drivers: 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-03-20 7d ago
Micheal nows needs to be sent to a Neurosurgeon:
Send a referral to Georgia Brain and Spine: @alexisgorman
regan@georgiabrainandspine.com
C: 470.359.0880
PC: 251-490-8790
https://www.georgiabrainandspine.com/our-providers/physicians/dr-elias-dagnew
OverdueCyarra Walters → Cyarra Walters
2026-02-09 46d ago
Please call united Neurology and have them reach out to him for another appointment @alexisgorman
OverdueAlexis Gorman → Alexis Gorman
2025-12-01 116d ago
check if demand was received @alexisgorman
OverdueCyarra Walters → Cyarra Walters
2025-09-22 186d ago
Spoke to Comprehensive and SPine, that bill should come back at $110K
OverdueAlexis Gorman → Cyarra Walters
2025-09-08 200d ago
updated the demand letter with the new specials and uploaded it into docs for final review.
OverdueFilevine System → Filevine Integration
2025-07-28 242d ago
If Offer Received move case to "Negotiation" Phase
OverdueOperations → Cyarra Walters
2025-07-25 245d ago
To: [MichaelCarterMVAZ992258208@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Jul 21 2025 08:57:14 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Hous
OverdueFilevine System → Filevine Integration
2025-07-22 248d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Cyarra Walters
2025-05-01 330d ago
Call Michael Carter at 470-506-8256 to update them on the case progress.
OverdueCyarra Walters → Cyarra Walters
2025-04-29 332d ago
I need to email over the rental docs to email: whittaker.todd@aoins.com @cyarra1
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
Micheal nows needs to be sent to a Neurosurgeon:
Send a referral to Georgia Brain and Spine: @alexisgorman
regan@georgiabrainandspine.com
C: 470.359.0880
PC: 251-490-8790
https://www.georgiabrainandspine.com/our-providers/physicians/dr-elias-dagnew
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
$2,500.00
To: [myclaim@farmersinsurance.com](
Cc: [kontriceraskewmvaz992160845@thejrlawgroup.filevineapp.com](
Date: Mon Feb 09 2026 03:21:00 GMT+00:00
Hi, att
Alexis Gorman · 2026-02-09 46d ago
79 weeksCase Age
12wk / 17wk SLAPhase Duration
$100000Coverage
$29,171Billed
Royel MoonParalegal
2024-09-16Intake Date
Score drivers: 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-16 11d ago
(no description)
OverdueASSIGNEDOperations → Alexis Gorman
2025-12-30 87d ago
To: [kontriceraskewmvaz992160845@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Tue Dec 30 2025 03:23:02 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 11
OverdueFilevine System → Alexis Gorman
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverduePrincess Robinson → Alexis Gorman
2025-11-26 121d ago
'@alexisgorman have you spoken to them I know this isn't yours but you were the last one to make a note so im just following up
OverdueFilevine System → Operations
2025-11-09 138d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Princess Robinson
2025-03-17 375d ago
Please find her and her kids a place that only treats on saturdays and sundays @princessann1
OverdueCyarra Walters → Kailey Meregildo
2024-12-18 464d ago
The MRIs need to be sent Dr. Reese with Revive @kaileym
OverdueFilevine System → Cyarra Walters
2024-09-23 550d ago
Get Medical Provider Disability Implentation
TaskASSIGNED
Operations
2025-12-30 87d ago
To: [kontriceraskewmvaz992160845@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Tue Dec 30 2025 03:23:02 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 11
Note
Alexis Gorman
2026-02-09 46d ago
To: [myclaim@farmersinsurance.com](
Cc: [kontriceraskewmvaz992160845@thejrlawgroup.filevineapp.com](
Date: Mon Feb 09 2026 03:21:00 GMT+00:00
Hi, attached is the requested previous medical history on behalf of my client Kontricer Askew.
Alexis Gorman
Legal Assistant
The JR Law Group
5718
If Case Settled Then Change Phase to "Settlement"
Filevine System · 2026-02-09 46d ago
38 weeksCase Age
15wk / 6wk SLAPhase Duration
$12,217Billed
$12,217 overOver-Policy Exposure
Royel MoonParalegal
2025-07-01Intake Date
Score drivers: Over-policy $12,217 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
If Case Settled Then Change Phase to "Settlement"
OverdueFilevine System → Cyarra Walters
2025-11-06 141d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-06 141d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-06 141d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2025-08-20 219d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Cyarra Walters
2025-09-03 205d ago
Coach Client Treatment Plan
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Follow up on Referral for Specialist
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Injections / Surgery Updates
NoteASSIGNED
Cyarra Walters
2025-12-15 102d ago
Spoke to Kobe and we reviewed the negotiatin process and explained it may take another month
NoteASSIGNED
Cyarra Walters
2025-12-10 107d ago
ATTN: ATLANTA
Brittany from Progessive called to ask about our client Colby Mills and can be reached at 770-281-4226
Moneypenny
they denied our demand and said their client was not at fault and 100A% is on Mr. Cramer. @cyarra1 @rm1
Alexis Gorman · 2026-03-09 18d ago
49 weeksCase Age
3wk / 6wk SLAPhase Duration
$24,526Billed
$24,526 overOver-Policy Exposure
Royel MoonParalegal
2025-04-14Intake Date
Score drivers: Over-policy $24,526 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-03-09 18d ago
they denied our demand and said their client was not at fault and 100A% is on Mr. Cramer. @cyarra1 @rm1
OverdueFilevine System → Alexis Gorman
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-03-06 21d ago
the new adjuster: Julian Robles // 440-566-8560
Please and make sure he recieved the demand @alexisgorman
OverdueOperations → Royel Moon
2026-03-02 25d ago
To: [jamescramermvaz992257565@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Mon Mar 02 2026 05:32:47 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
OverdueFilevine System → Alexis Gorman
2026-03-02 25d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Operations
2026-02-17 38d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-10-16 162d ago
(no description)
OverdueAlexis Gorman → Cyarra Walters
2025-05-12 319d ago
The police report deems Mr. Cramer at fault, how do I proceed? @cyarra1
OverdueFilevine System → Cyarra Walters
2025-04-30 331d ago
Call James Cramer at 310-753-4142 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-04-21 340d ago
Change phase to "Treatment" once all initial file set up is complete
TaskASSIGNED
Cyarra Walters
2026-03-06 21d ago
the new adjuster: Julian Robles // 440-566-8560
Please and make sure he recieved the demand @alexisgorman
TaskASSIGNED
Cyarra Walters
2026-03-02 25d ago
Please send out this demand letter via cert mail, fax, and email @alexisgorman
If Case Settled Then Change Phase to "Settlement"
Filevine System · 2026-02-09 46d ago
53 weeksCase Age
15wk / 17wk SLAPhase Duration
$100000Coverage
$44,323Billed
Royel MoonParalegal
2025-03-21Intake Date
Score drivers: 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
If Case Settled Then Change Phase to "Settlement"
OverdueOperations → Cyarra Walters
2025-09-22 186d ago
To: [jillianmcdonaldmvaz992242195@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Sep 18 2025 09:20:43 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 111
OverdueFilevine System → Alexis Gorman
2025-09-18 190d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-09-21 187d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-09-21 187d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Princess Robinson
2025-04-02 359d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-04-09 352d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-04-09 352d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-04-16 345d ago
Coach Client Treatment Plan
OverdueFilevine System → Princess Robinson
2025-04-09 352d ago
Follow up on Referral for Specialist
TaskASSIGNED
Operations
2025-09-18 190d ago
To: [jillianmcdonaldmvaz992242195@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Sep 18 2025 09:20:43 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 111
TaskASSIGNED
Cyarra Walters
2025-09-04 204d ago
Please look at the police report and call the local 911 call center agency to that report, and get contact info and send them an open records request for a CAD REPORT. @casemanager1 Appearently we only have 6months to do this from the accident date so needs to be done ASAP.
uploaded mental pain records and bills and updated specials
Alexis Gorman · 2026-03-27 0d ago
43 weeksCase Age
1wk / 17wk SLAPhase Duration
$1000000Coverage
$185,971Billed
Royel MoonParalegal
2025-05-30Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2026-03-25 2d ago
Please write the demand @operations
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-03-20 7d ago
Need all these records ASAP @alexisgorman Carlos is going to get the kaiser ones for me directly!
OverdueFilevine System → Operations
2026-03-23 4d ago
@Operations Please Draft Demand
OverdueAlexis Gorman → Alexis Gorman
2026-02-16 39d ago
call Mr. Carlos to walk him through releasing the medical records to me. @alexisgorman
OverdueCyarra Walters → Cyarra Walters
2026-02-04 51d ago
Please log into his Kaiser patient portal and download every records and bill related to his ENT and accident; @alexisgorman
Login: Cjeanfrancois
Password: Hayden2820
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upload sections for Bills and Records pay attention to what you are uploading and to where.
* When uploaded to the proper place it will make a folder i
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-08-01 238d ago
Please call optimum health and let them know to re-open the case and we approve the 2nd round of PRP injections that they want Carlos to do. Then call Carlos and let him know that he should be getting it scheduled soon @alexisgorman
OverdueAlexis Gorman → Cyarra Walters
2025-08-13 226d ago
I have extended the rental until 7/18. They just located the title and processed it.
Your payment has been issued for $20,091.94. You will receive an email from ClaimsPay with a link. Please be sure to check your spam/junk folder if not received in your inbox. Choose your preferred payment disburs
OverdueAlexis Gorman → Cyarra Walters
2025-06-20 280d ago
Monique the total Loss adjuster with Selective Insurance has provided a breakdown of the total loss settlement. @cyarra1
TaskASSIGNED
Cyarra Walters
2026-03-25 2d ago
Please write the demand @operations
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
Need all these records ASAP @alexisgorman Carlos is going to get the kaiser ones for me directly!
To: Gorney, Joshua [Joshua.Gorney@sedgwick.com]( Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [malikahcrablemvaz992319599@thejrlawgroup.fi
Cyarra Walters · 2026-03-24 3d ago
30 weeksCase Age
4wk / 6wk SLAPhase Duration
$30Billed
$30 overOver-Policy Exposure
Royel MoonParalegal
2025-08-26Intake Date
Score drivers: Over-policy $30 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2026-02-13 42d ago
To: Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [malikahcrablemvaz992319599@thejrlawgroup.filevineapp.com](
Date: Fri Feb 13 2026 06:31:04 GMT+00:00
Hello,
I have reviewed the demand for your client, Malikah Crable.
I can offer $6,330.00 for her injuries.
Please review with your clie
OverdueASSIGNEDOperations → Alexis Gorman
2025-12-30 87d ago
To: [malikahcrablemvaz992319599@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Dec 29 2025 11:01:24 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 111
OverdueFilevine System → Alexis Gorman
2025-12-29 88d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-01 85d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-01 85d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
Contact Malikah Crable with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Malikah Crable with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
To: Gorney, Joshua [Joshua.Gorney@sedgwick.com]( Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [malikahcrablemvaz992319599@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 08:25:58 GMT+00:00
Hello Mr. Gorney,
I've attempted several calls to your desk. Are you available to connect t
Task
Filevine System
2026-02-13 42d ago
To: Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [malikahcrablemvaz992319599@thejrlawgroup.filevineapp.com](
Date: Fri Feb 13 2026 06:31:04 GMT+00:00
Hello,
I have reviewed the demand for your client, Malikah Crable.
I can offer $6,330.00 for her injuries.
Please review with your clie
Demand Received / Follow Up
Filevine System · 2026-03-19 8d ago
48 weeksCase Age
1wk / 17wk SLAPhase Duration
$100000Coverage
$26,195Billed
Royel MoonParalegal
2025-04-22Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-26 1d ago
Demand Received / Follow Up
OverdueAlexis Gorman → Cyarra Walters
2026-03-18 9d ago
is this case still in negotiations ? @cyarra1
OverdueAlexis Gorman → Cyarra Walters
2026-02-04 51d ago
Jamie Pham came back as a Medicare hit, please provide a letter from Medicare indicating they have no conditional payment lien for Jamie.
I can issue the payment as instructed upon receipt, otherwise payments would need to be issued co-payable to provider and Jamie.
Please direct all replies to:
OverdueCyarra Walters → Cyarra Walters
2026-01-26 60d ago
We need to confirm medpay payments @alexisgorman
OverdueFilevine System → Alexis Gorman
2025-10-30 148d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-11-02 145d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-02 145d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueCyarra Walters → Cyarra Walters
2025-07-03 267d ago
Client is complaining of Floaters and flurries in her left eye. I need her to go to Thomas Eye Care. I sent the client the information to make the appointment.
OverdueFilevine System → Cyarra Walters
2025-05-07 324d ago
Call Jamie T Pham at 410-336-4207 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-04-28 333d ago
Change phase to "Treatment" once all initial file set up is complete
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Filing Fee: $271.47
NoteASSIGNED
Cyarra Walters
2026-02-04 51d ago
$23,500 (Jamie) and $26,400 (Chink) offers on the table now.
For the attention of Client Treatment Updates
ATTN: Atlanta
Guadalupe from Georgetown Clinic called needing information on the case for client Lamar
Princess Robinson · 2026-03-18 9d ago
48 weeksCase Age
11wk / 17wk SLAPhase Duration
$2000000Coverage
$54,354Billed
Royel MoonParalegal
2025-04-23Intake Date
Score drivers: 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueRoyel Moon → Royel Moon
2026-03-11 16d ago
Draft complaint FU with Cyarra before filing
OverdueAlexis Gorman → Cyarra Walters
2025-11-28 119d ago
demand is ready for final review @cyarra1
OverdueFilevine System → Alexis Gorman
2025-11-25 122d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-11-28 119d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-28 119d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-23 124d ago
@Operations Please Draft Demand
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-11-12 135d ago
Do we have everything we need now for the demand? @alexisgorman
OverdueFilevine System → Princess Robinson
2025-05-07 324d ago
Call Lamar Morris at 404-723-4162 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-04-28 333d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Princess Robinson
2025-04-24 337d ago
Setup Claim & Send Letters of Representation and Welcome Letter
TaskASSIGNED
Royel Moon
2026-03-11 16d ago
Draft complaint FU with Cyarra before filing
NoteASSIGNED
Cyarra Walters
2026-02-18 37d ago
Spoke to Lamar and updated him and we will be filing a lawsuit
If Case Settled Then Change Phase to "Settlement"
Filevine System · 2026-01-11 75d ago
69 weeksCase Age
19wk / 17wk SLAPhase Duration
$3000000Coverage
$6,544Billed
Royel MoonParalegal
2024-11-26Intake Date
Score drivers: 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-01-11 75d ago
If Case Settled Then Change Phase to "Settlement"
OverdueFilevine System → Cyarra Walters
2025-10-02 176d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-10-02 176d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueAmari Kedar → Cyarra Walters
2025-08-06 233d ago
Update regarding this? @cyarra1
Last we knew, 5 years of records were sent. Nothing beyond that though.
OverdueFilevine System → Princess Robinson
2024-12-23 459d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2024-12-30 452d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2024-12-30 452d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-01-06 445d ago
Coach Client Treatment Plan
OverdueFilevine System → Princess Robinson
2024-12-30 452d ago
Follow up on Referral for Specialist
OverdueFilevine System → Princess Robinson
2024-12-30 452d ago
Injections / Surgery Updates
NoteASSIGNED
Cyarra Walters
2025-12-17 100d ago
Contributing impacts: Driver of our clients vehicle failed to yield right of way. As did theirs, so contributory negligence. Ms. Rivera, said she would get us a new offer before the end of the year.
TaskASSIGNED
Cyarra Walters
2025-12-17 100d ago
Scarring of her back.
spoke to adjuster Trina, she only needs the RECORDS from the placed Armani and isis and the baby treated NO BILLS< all bills need to go through pip wi
Alexis Gorman · 2026-03-05 22d ago
82 weeksCase Age
12wk / 6wk SLAPhase Duration
$11,224Billed
$11,224 overOver-Policy Exposure
Royel MoonParalegal
2024-08-30Intake Date
Score drivers: Over-policy $11,224 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-12-19 98d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-02-04 416d ago
Please get the PIP limits (which is the same as medpay) from the Cure insurnance adjuster @kenadiat
OverdueFilevine System → Cyarra Walters
2024-10-08 535d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Cyarra Walters
2024-10-15 528d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Cyarra Walters
2024-10-15 528d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Cyarra Walters
2024-10-22 521d ago
Coach Client Treatment Plan
OverdueFilevine System → Cyarra Walters
2024-10-15 528d ago
Follow up on Referral for Specialist
TaskASSIGNED
Operations
2025-12-30 87d ago
To: [isisjonesmvaz992154271@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Tue Dec 30 2025 02:55:33 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
H
Note
Alexis Gorman
2026-03-05 22d ago
spoke to adjuster Trina, she only needs the RECORDS from the placed Armani and isis and the baby treated NO BILLS< all bills need to go through pip with CURE for Imani and isis
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
48 weeksCase Age
5wk / 17wk SLAPhase Duration
$100000Coverage
$24,735Billed
Royel MoonParalegal
2025-04-22Intake Date
Score drivers: 10 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-08 47d ago
If Case Settled Then Change Phase to "Settlement"
OverdueFilevine System → Alexis Gorman
2025-10-30 148d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-11-02 145d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-02 145d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueCyarra Walters → Cyarra Walters
2025-05-27 304d ago
For the attention of INSURANCE ADJUSTERS
Attention: Atlanta
Pamela from Traveler's Insurance called in regards to our clients, Jamie Pham and Chinh Pham.
She can be reached at 470-364-5513
Email: phallum@travelers.com
OverdueFilevine System → Cyarra Walters
2025-05-07 324d ago
Call Chinh V Pham at 315-640-2480 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-04-28 333d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-04-25 336d ago
Consult with Cyarra (Admin) on if we will take case
OverdueFilevine System → Cyarra Walters
2025-04-24 337d ago
Assign Medical Provider
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Filing Fee: $271.47
NoteASSIGNED
Royel Moon
2026-02-24 31d ago
Pending file stamp copies
Filevine System → Royel Moon
2026-03-30
Demand Received / Follow Up
client called for an Update
Alexis Gorman · 2026-03-26 1d ago
42 weeksCase Age
8wk / 6wk SLAPhase Duration
$16000Coverage
$10,746Billed
Royel MoonParalegal
2025-06-02Intake Date
Score drivers: 10 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-03-23 4d ago
'@cyarra1 call Frederick chiro on Monday for reduction
OverdueAllanah Spirit → Cyarra Walters
2026-02-16 39d ago
Good Morning,
Regarding the reduction request for Taiya Tang, could you please provide a pro rata distribution sheet for our review.
Once we have received and reviewed the distribution details, we will be able to provide an answer regarding the proposed compromise of the account balance.
Best reg
OverdueFilevine System → Alexis Gorman
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-14 133d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2025-07-02 268d ago
Call Taiya Tang at 901-503-7764 to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-06-19 281d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-06-06 294d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-06-03 297d ago
Fill out Intake and add client contact info
Note
Alexis Gorman
2026-03-26 1d ago
client called for an Update
Task
Princess Robinson
2026-03-20 7d ago
'@cyarra1 call Frederick chiro on Monday for reduction
To: [amanda@restorationneurology.com](
Cc: [andrekiaz992336154@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 05:56:49 GMT+00:00
Hi, may I ple
Alexis Gorman · 2026-03-25 2d ago
25 weeksCase Age
4wk / 17wk SLAPhase Duration
$2000000Coverage
$31,642Billed
Royel MoonParalegal
2025-10-01Intake Date
Score drivers: 10 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-02-28 27d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2026-02-25 30d ago
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the toggle and the client treatment status in Meds section
* Change phase to Treatment Complete when all treatment has been fulfilled
OverdueFilevine System → Alexis Gorman
2026-02-25 30d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Alexis Gorman
2026-02-25 30d ago
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
OverdueAlexis Gorman → Alexis Gorman
2026-02-03 52d ago
do you have the Hospital bill by chance? @cyarra1
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2026-01-12 74d ago
Andre has not worked since the 1st of October. Please make sure we have disability letters/out of work letters from EACH place, we need this to back up out theory of lost wages. @alexisgorman
OverdueCyarra Walters → Cyarra Walters
2026-01-07 79d ago
MRI BILL FROM ELITE RADIOLOGY for Andre Gabbidon has been uploaded @cyarra1
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-07 171d ago
Audio Recording of phone calls with the owners
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-03 175d ago
Alexis Please help me by calling and set up the claim, See attached. DO NOT GIVE THEM OUR client's home address, phone number, or SSN (Social security number) he is an illegal imiigrant and we NEED to protect him @alexisgorman If they ask for SSN, tell them we only disclose at time of settlement. If
OverdueFilevine System → Princess Robinson
2025-10-03 175d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
Lost Wages:
Approximately 10-14 hours,
Catering Business is Taste of James Hill, LLC; $500.00-$8,000.00
Sell Cars approximately 5 cars, sells out of himself, between 2008 and 2017 toyota Camry $7K- $8K for a salvage title.
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
His last date of treatment is on March the 11th, with the neurologist
Ms. Blythe is still in a lot of pain even after getting two injections, I spoke with the doctors office and they will see her next Monday to pin point
Alexis Gorman · 2026-03-24 3d ago
35 weeksCase Age
9wk / 6wk SLAPhase Duration
$21,922Billed
$21,922 overOver-Policy Exposure
Royel MoonParalegal
2025-07-21Intake Date
Score drivers: Over-policy $21,922 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-01-20 66d ago
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the toggle and the client treatment status in Meds section
* Change phase to Treatment Complete when all treatment has been fulfilled
OverdueFilevine System → Alexis Gorman
2026-01-20 66d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Alexis Gorman
2026-01-20 66d ago
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
OverdueCyarra Walters → Cyarra Walters
2025-12-29 88d ago
This client called me on christmas. Please return her call and see what she needed @spirit
OverdueFilevine System → Cyarra Walters
2025-08-12 227d ago
Call Marrisha Blythe at 832-344-8577 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-07-30 240d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-07-30 240d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-07-25 245d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-07-22 248d ago
Fill out Intake and add client contact info
Note
Alexis Gorman
2026-03-24 3d ago
Ms. Blythe is still in a lot of pain even after getting two injections, I spoke with the doctors office and they will see her next Monday to pin point exactly where the pain is coming from to decide the next steps
Note
Alexis Gorman
2026-03-06 21d ago
To: Hillarie Langerud [hillarie@lakeviewbilling.com](
Cc: Jennifer Amble [jennifer@lakeviewbilling.com]( [marrishablythemvaz992302639@thejrlawgroup.filevineapp.com](
Date: Fri Mar 06 2026 03:03:28 GMT+00:00
Thank you
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston,
Note
Filevine System
2026-03-05 22d ago
To: [legalassistant.ag@thejrlawgroup.com](
Cc: Jennifer Amble [jennifer@lakeviewbilling.com]( [marrishablythemvaz992302639@thejrlawgroup.filevineapp.com](
Date: Fri Mar 06 2026 12:06:36 GMT+00:00
Good evening Alexis,
I have attached the medical record from 10-3-25 to 12-30-25. Marrisha first visi
Direct general- denied liability said it was a word for word case and based on the statement Progressive got the denied liability
Alexis Gorman · 2026-03-27 0d ago
19 weeksCase Age
18wk / 6wk SLAPhase Duration
$25000Coverage
$7,188Billed
Royel MoonParalegal
2025-11-13Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Cyarra Walters
2025-11-20 127d ago
Witness says:
He was behind Diana and says the defendant came from behind him on the right going 90 - 100 mph then got in the same one and misjudged his angle and speed in relation to where she was. His right bumper hit Diana and it almost looked like a pit. Defendant almost flipped his vehicle. He
OverdueCyarra Walters → Operations
2025-11-20 127d ago
Ashton--
Please reach out to the witness and let him know we need a recorded statement from him or written statement. From man, to man. Thats why I'm asking you to do it. Look down in teh activities thread and you will see the witness contact information.
@operations
OverdueFilevine System → Alexis Gorman
2025-11-19 128d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
Contact Diana Harmon with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Diana Harmon with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not ha
OverdueFilevine System → Alexis Gorman
2025-11-14 133d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
Note
Alexis Gorman
2026-03-27 0d ago
Direct general- denied liability said it was a word for word case and based on the statement Progressive got the denied liability
Note
Princess Robinson
2026-03-03 24d ago
at fault dec page has been uploaded, limits $25k
Note
Alexis Gorman
2026-02-26 29d ago
Spoke to Ms. Harmon, she is going to give me the rental information to get it paid back to her.
First Visit: 02/21/2026
Last Visit: 03/12/2026
Next Visit: 04/11/2026, 10:30 AM , Axis Joint and Spine Surgical Center.
Total Visits: 2
Number of Pro
Alexis Gorman · 2026-03-27 0d ago
5 weeksCase Age
4wk / 6wk SLAPhase Duration
$12,847Billed
$12,847 overOver-Policy Exposure
Royel MoonParalegal
2026-02-18Intake Date
Score drivers: Over-policy $12,847 9 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Alexis Gorman
2026-03-12 15d ago
Patrick called asking if this client is okay to go for a ortho surgery eval is believe it or not told him to send and email about it so we can see if it is okay to do @alexisgorman @cyarra1
OverdueFilevine System → Alexis Gorman
2026-02-24 31d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueCyarra Walters → Princess Robinson
2026-02-20 35d ago
please collect the police report @princessann1 City of Powder Springs Police Department, Report No. 2026-00300
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
Contact Natalie Freeman with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2026-02-20 35d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Natalie Freeman with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
Spoke to Sedeidre (813-936-6756) called and stated that there is no coverage for this accident as they at fault purchased this policy later that day on the accident date.
TaskASSIGNED
Cyarra Walters
2026-03-16 11d ago
Spoke to the acceptance adjuster, Ms. Khadeeja C) 813-936-6756 Need the Letter of Rep faxed to 877-826-8414 and emailed to: existingclaims@firstacceptance.com
@alexisgorman
TaskASSIGNED
Cyarra Walters
2026-03-13 14d ago
Please call and introduce yourself to client @alexisgorman
'@alexisgorman any update on this case. are we withdrawing?
Operations · 2026-03-24 3d ago
39 weeksCase Age
36wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-06-24Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Operations
2026-03-24 3d ago
'@alexisgorman any update on this case. are we withdrawing?
OverdueAlexis Gorman → Cyarra Walters
2025-08-04 235d ago
From Adjuster Chris with Mobillitas
OverdueFilevine System → Cyarra Walters
2025-07-28 242d ago
Call Kevin Reeves at 678-361-3260 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-07-19 251d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Princess Robinson
2025-07-15 255d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Princess Robinson
2025-07-15 255d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-07-02 268d ago
To: Amari Kedar [legalassistant.ak@thejrlawgroup.com]( Police Open Records [policeopenrecords@mariettaga.gov](
Cc: [KevinReevesMVAZ992290706@thejrlawgroup.filevineapp.com](
Date: Wed Jul 02 2025 02:37:03 GMT+00:00
Records Clerk 3900
Police Services Rep
[3FE73FBA]
Marietta Police Department
240 L
OverdueFilevine System → Cyarra Walters
2025-06-28 272d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-06-25 275d ago
Fill out Intake and add client contact info
TaskASSIGNED
Operations
2026-03-24 3d ago
'@alexisgorman any update on this case. are we withdrawing?
NoteASSIGNED
Cyarra Walters
2025-07-15 255d ago
When I conducted my own investigation, there is no way the vehicle was rented out at the time, becuase the owner of the rental copy, Carvento, was the driver's (Son). See the attached.
Task
Alexis Gorman
2025-08-04 235d ago
From Adjuster Chris with Mobillitas
INSURANCE HAS UNTIL APRIL 23RD TO RESPOND
Alexis Gorman · 2026-03-25 2d ago
43 weeksCase Age
2wk / 17wk SLAPhase Duration
$100000Coverage
$132,102Billed
$32,102 overOver-Policy Exposure
Royel MoonParalegal
2025-05-29Intake Date
Score drivers: Critical Over-policy $32,102 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-23 4d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueOperations → Royel Moon
2026-03-16 11d ago
To: [lindacolbertmvaz992279784@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Wed Mar 11 2026 04:09:05 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
57
OverdueFilevine System → Alexis Gorman
2026-03-11 16d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Operations
2026-03-14 13d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2025-07-16 254d ago
Call Linda Colbert at 706-372-8693 to update them on the case progress.
OverdueCyarra Walters → Princess Robinson
2025-06-02 298d ago
Please collect police report @princessann1
Report No. 25050195
Sonya Chastain
Administrative Assistant
Madison County Sheriff's Office
1436 Hwy. 98 West
Danielsville, Ga. 30633
706-795-6203
Schastain@madisonco.us
OverdueFilevine System → Cyarra Walters
2025-06-02 298d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-05-30 301d ago
Fill out Intake and add client contact info
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please send out this demand letter
Via Fax: 833-905-1744
Via Email: brittany_harrison@progressive.com & Certified Mail @alexisgorman
TaskASSIGNED
Operations
2026-03-11 16d ago
To: [lindacolbertmvaz992279784@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Wed Mar 11 2026 04:09:05 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
57
Note
Alexis Gorman
2026-03-25 2d ago
INSURANCE HAS UNTIL APRIL 23RD TO RESPOND
Note
Alexis Gorman
2026-03-19 8d ago
9402711105495815191030
RETURN: 9490911105495815191077
okay the checks were sent to the correct address and set number, she said to allow 7-10 Business days for them to get there
Alexis Gorman · 2026-03-26 1d ago
41 weeksCase Age
4wk / 6wk SLAPhase Duration
$15000Coverage
$18,206Billed
$3,206 overOver-Policy Exposure
Royel MoonParalegal
2025-06-12Intake Date
Score drivers: Critical Over-policy $3,206 8 overdue tasks
RECENT ACTIVITY & TASKS
OverdueShawn Taylor → Alexis Gorman
2026-03-11 16d ago
Good afternoon,
Please see attached.
Thank you!
Samantha Fox
Medicus Billing
4001 W. Sam Houston Pkwy N., Suite 140
Houston, TX 77043
Phone: 281-377-8372
Fax: 281-377-8373 @alexisgorman
OverdueShawn Taylor → Alexis Gorman
2026-03-11 16d ago
Good afternoon,
Please see the counter amount offered.
Thank you,
Image
Yvette Mendez
Patient Care Coordinator
Reform Chiropractic (West)
11221 Katy Fwy Suite 103
Houston, Tx 77079
Phone: 713-684-3016
Fax: 713-684-3493
intake@rchwest.com @alexisgorman
OverdueShawn Taylor → Alexis Gorman
2026-03-11 16d ago
Good afternoon,
Please see attached.
Thank you!
Samantha Fox
Medicus Billing
4001 W. Sam Houston Pkwy N., Suite 140
Houston, TX 77043
Phone: 281-377-8372
Fax: 281-377-8373
On Wed, Feb 25, 2026 at 10:49?AM Medicus Reductions wrote:
Good morning,
Your reduction request has been received
OverdueAlexis Gorman → Cyarra Walters
2026-03-04 23d ago
(no description)
OverdueOperations → Cyarra Walters
2026-01-06 80d ago
To: [sylvannajohnsonmvaz992285863@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Dec 29 2025 09:22:00 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1
OverdueFilevine System → Cyarra Walters
2026-01-01 85d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-01 85d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Cyarra Walters
2025-06-13 287d ago
Fill out Intake and add client contact info
NoteASSIGNED
Cyarra Walters
2026-03-26 1d ago
We still dont have the checks yet
NoteASSIGNED
Cyarra Walters
2026-03-23 4d ago
Need to email : brandy.vallttacu@ngic.com
Note
Alexis Gorman
2026-03-26 1d ago
okay the checks were sent to the correct address and set number, she said to allow 7-10 Business days for them to get there
Note
Alexis Gorman
2026-03-17 10d ago
To: Claims Documents [claims@ngic.com](
Cc: [sylvannajohnsonmvaz992285863@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 09:02:11 GMT+00:00
Attached are the signed releases on behalf of my client Sylvanna Johnson.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, H
Client has one more Mental Pain appointment then going into write demand status
Alexis Gorman · 2026-03-26 1d ago
32 weeksCase Age
13wk / 6wk SLAPhase Duration
$27,522Billed
$27,522 overOver-Policy Exposure
Royel MoonParalegal
2025-08-12Intake Date
Score drivers: Over-policy $27,522 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-22 95d ago
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
OverdueAlexis Gorman → Cyarra Walters
2025-12-11 106d ago
Spoke to Mr. Madden about treatment he said he has been experiencing some PTSD, I told him I wish he had told me sooner, I'll refer him to mental health therapy.
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Call Courtney Madden at 903-431-0138 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-18 221d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-08-14 225d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-08-14 225d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-08-16 223d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-08-13 226d ago
Fill out Intake and add client contact info
Note
Alexis Gorman
2026-03-26 1d ago
Client has one more Mental Pain appointment then going into write demand status
Note
Alexis Gorman
2026-03-04 23d ago
called Wheeler Chiro to ask why haven't I gotten the records and bills yet. Also spoke to Mr. Madden, he has not been treating with Mental pain but said he has an appointment march 10th at 10
Note
Alexis Gorman
2026-02-25 30d ago
requested a treatment update from Mental pain
Note
Alexis Gorman
2026-02-09 46d ago
The DR. is processing Mr. Maddens final records and bills now.
mental pain bills and records upload and specials updated
Alexis Gorman · 2026-03-27 0d ago
49 weeksCase Age
43wk / 17wk SLAPhase Duration
$250000Coverage
$33,785Billed
Royel MoonParalegal
2025-04-19Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDOperations → Alexis Gorman
2026-02-04 51d ago
'@alexisgorman We talked about the length of this project and looks like we want to treat more. Let's see if @rm1 has what she needs for lit.
OverdueAlexis Gorman → Cyarra Walters
2025-08-04 235d ago
Gladys from GS&O called and said that Ms. Marcelin canceled her injection appt. on July 30th because she was in a 2nd accident recently. She asked have I spoken with her and I cannot reach Ms. Marcelin, she is. not returning phone calls, emails or texts. I need to escalate this to you, Gladys wants
OverdueFilevine System → Alexis Gorman
2025-06-18 282d ago
Call Danasiah Marcelin at 678-735-1303 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-05-05 326d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-05-01 330d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-05-01 330d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-04-23 338d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-04-20 341d ago
Fill out Intake and add client contact info
TaskASSIGNED
Cyarra Walters
2026-02-12 43d ago
Alexis, have you checked on this client? I called nd texted her today asking how she was @alexisgorman
TaskASSIGNED
Operations
2026-02-04 51d ago
'@alexisgorman We talked about the length of this project and looks like we want to treat more. Let's see if @rm1 has what she needs for lit.
Note
Alexis Gorman
2026-03-27 0d ago
mental pain bills and records upload and specials updated
Note
Alexis Gorman
2026-01-22 64d ago
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: [danasiahmarcelinmvaz992260435@thejrlawgroup.filevineapp.com](
Date: Thu Jan 22 2026 05:35:55 GMT+00:00
Hi, may I please get the dec page? Thank you
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston
Have you checked in on these clients? @alexisgorman They
Cyarra Walters · 2026-03-26 1d ago
3 weeksCase Age
2wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-06Intake Date
Score drivers: 8 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-26 1d ago
Have you checked in on these clients? @alexisgorman They
OverdueAlexis Gorman → Cyarra Walters
2026-03-17 10d ago
Spoke to adjuster Mrs. Williams, she said there is a limits issues, also said that her insured plus the 18 wheeler is claiming to never had seen Mr. brown, she said she understand he is on the police report but the video does not show him being involved. She wants a recorded statement, she is availa
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
Contact Christopher Brown with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Christopher Brown with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do n
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
Have you checked in on these clients? @alexisgorman They
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
'+1 (713) 277-9239
This is the new adjuster for bodily injury at Allstate. She said her name is Mrs. Williams.
She just gave us a call, but I told her that we had an attorney.
TaskASSIGNED
Cyarra Walters
2026-03-10 17d ago
Spoke to Brittany 713-277-9162 with Allstate Insurance. She said that the correct claim number is: 0819977660
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
Now treating an Personal Injury Med Center
FINAL BILLS AND RECORDS ARE IN, RELATED CASE TO KONTRICER ASKEW.
Alexis Gorman · 2025-12-17 100d ago
79 weeksCase Age
78wk / 17wk SLAPhase Duration
$100000Coverage
$9,033Billed
Royel MoonParalegal
2024-09-16Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2024-10-02 541d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Cyarra Walters
2024-10-09 534d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Cyarra Walters
2024-10-09 534d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Cyarra Walters
2024-10-16 527d ago
Coach Client Treatment Plan
OverdueFilevine System → Cyarra Walters
2024-10-09 534d ago
Follow up on Referral for Specialist
OverdueFilevine System → Cyarra Walters
2024-10-09 534d ago
Injections / Surgery Updates
OverdueFilevine System → Cyarra Walters
2024-09-26 547d ago
Review MRIs & Recommend Client Treatment
OverdueFilevine System → Cyarra Walters
2024-09-20 553d ago
Received MRI Results
TaskASSIGNED
Cyarra Walters
2024-10-11 532d ago
Please send them to safeway instead of MHM; via email: steviep@safewaycenters.com @kaileym
Note
Alexis Gorman
2025-12-17 100d ago
FINAL BILLS AND RECORDS ARE IN, RELATED CASE TO KONTRICER ASKEW.
Note
Alexis Gorman
2025-12-02 115d ago
uploaded final records and bills from AICA
Task
Filevine System
2024-10-02 541d ago
Get Medical Provider Disability Implentation
Maura Keggan - adjuster
380-235-7369
Hewitt Mesfin · 2026-03-16 11d ago
13 weeksCase Age
13wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-12-24Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Hewitt Mesfin
2026-03-11 16d ago
need to see if he has UM and to run a carrier discovery to see if he had any other insurance at the time
OverdueCyarra Walters → Hewitt Mesfin
2026-02-24 31d ago
Nothing was ever done on this casE??? @hewittmesfin
OverdueFilevine System → Alexis Gorman
2025-12-26 91d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-26 91d ago
Contact Maleki Theodros Tilahaun with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-26 91d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2025-12-26 91d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2025-12-26 91d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Maleki Theodros Tilahaun with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when
OverdueFilevine System → Alexis Gorman
2025-12-25 92d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
TaskASSIGNED
Cyarra Walters
2026-02-24 31d ago
If I can remember clearly, he was probably listed at fault, not too sure. @hewittmesfin
TaskASSIGNED
Cyarra Walters
2026-02-24 31d ago
Please get this police report: Atlanta police department / Report No. 253561895 @hewittmesfin
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Please get this police report: Atlanta police department / Report No. 253561895
TaskASSIGNED
Cyarra Walters
2026-02-24 31d ago
Nothing was ever done on this casE??? @hewittmesfin
Kindly be informed that Ms. Thompson rescheduled her appointment today to tomorrow, 03/05/2026, 10:45 AM, Verispine Roswell.
Alexis Gorman · 2026-03-04 23d ago
29 weeksCase Age
9wk / 17wk SLAPhase Duration
$100000Coverage
$35,098Billed
Royel MoonParalegal
2025-09-05Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-01-29 57d ago
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the toggle and the client treatment status in Meds section
* Change phase to Treatment Complete when all treatment has been fulfilled
OverdueFilevine System → Alexis Gorman
2026-01-29 57d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
Contact Michala Thompson with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Michala Thompson with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do no
TaskASSIGNED
Cyarra Walters
2026-02-03 52d ago
For the attention of Client Treatment Updates
ATTN: Marietta/ Atlanta area
Valentina from United Neurology called in regards to needing policy limits for your client, Makayla Thompson.
Could you please call her at 678-528-0028?
Moneypenny
Note
Alexis Gorman
2026-03-04 23d ago
Kindly be informed that Ms. Thompson rescheduled her appointment today to tomorrow, 03/05/2026, 10:45 AM, Verispine Roswell.
Note
Alexis Gorman
2026-02-18 37d ago
First Visit: 9/23/2025
Last Visit: 02/05/2026
Next Visit:
03/04/2026, 11:30 AM, Verispine Roswell.
03/05/2026, 10:45 AM, Verispine Roswell.
Total Visits: 9
Number of Procedures/ Injections: 3 procedure in 3 appointment
Performed date: 11/18/2025 - Joint Bursa Injection
Performed date: 12/10/2025
Note
Alexis Gorman
2026-02-13 42d ago
Visits: 09/29/2025, 11/10/2025, 12/01/2025, 01/19/2026
Estimated Balance: $9,680.90
Next Visit: 02/17/2026 - follow up tele med visit
Note
Alexis Gorman
2026-02-05 50d ago
Date: February 18, 2026
Time: 07:15 AM
Facility: Verispine Roswell w/ Dr. Bond
Procedure: Right Cervical Facet C4/C5, C5/C6, C6/C7
Estimated cost: $9,000.00 - 9,500.00
Balance to Date
Verispine Estimated Medical Bill only: $12,974.97
Axis Estimated Facility Bill only: $1,113.00
We still dont have the settlement checks yet @alexisgorman
Cyarra Walters · 2026-03-26 1d ago
41 weeksCase Age
4wk / 6wk SLAPhase Duration
$15000Coverage
$10,356Billed
Royel MoonParalegal
2025-06-12Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-12-18 99d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2025-06-14 286d ago
Schedule Chiro in lead to MRI Evaluation
OverdueFilevine System → Alexis Gorman
2025-06-16 284d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Alexis Gorman
2025-06-13 287d ago
Pull Police Report
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
We still dont have the settlement checks yet @alexisgorman
Note
Princess Robinson
2026-03-18 9d ago
For the attention of Client Treatment Updates
ATTN: NEW ORLEANS
Dr. Aaron Sutton from Gemini Chiropractic and Rehab called regarding our client Zeail Davis
Please could you call back on 504-267-1661 or send an email to draaron@geminichiro.com
Moneypenny
Date: 3/18/2026
Time: 14:28 EST
Caller Num
Note
Alexis Gorman
2026-03-17 10d ago
To: Claims Documents [claims@ngic.com](
Cc: [zeailmgdavisz992286090@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 09:04:16 GMT+00:00
Attached is the signed release on behalf of our client Zeailm Davis.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 7
Note
Alexis Gorman
2026-03-12 15d ago
To: Zeail Davis [zeailmgdavis@gmail.com](
Cc: [zeailmgdavisz992286090@thejrlawgroup.filevineapp.com](
Date: Thu Mar 12 2026 05:04:00 GMT+00:00
Sorry about that!
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 77057 Suite 1114
(346) 618-5492 Office
(770) 726-86
Note
Filevine System
2026-03-12 15d ago
To: Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [zeailmgdavisz992286090@thejrlawgroup.filevineapp.com](
Date: Thu Mar 12 2026 12:02:03 GMT-05:00
Hi, the letter isn’t attached.
On Thu, Mar 12, 2026 at 9:32?AM Alexis Gorman wrote:
> Good morning Ms. Davis, may you please print this re
Good afternoon,
We have confirmed with Ms. Haines that she is available for her Deposition on 06/09/2026. Attorney Joe is also available and holding
Cyarra Walters · 2026-03-24 3d ago
36 weeksCase Age
13wk / 6wk SLAPhase Duration
$25000Coverage
$24,700Billed
Royel MoonParalegal
2025-07-16Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Royel Moon
2026-03-03 24d ago
Please advise client of June 9th Depo commitment @rm1
OverdueFilevine System → Cyarra Walters
2025-07-30 240d ago
Call Andrea Astorga at 575-650-4582 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-07-21 249d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueCyarra Walters → Cyarra Walters
2025-07-16 254d ago
Please farmers insurance and add us into the claim, and send LOR @anelvasquez
OverdueFilevine System → Cyarra Walters
2025-07-17 253d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-07-17 253d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-07-17 253d ago
Fill out Intake and add client contact info
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
Good afternoon,
We have confirmed with Ms. Haines that she is available for her Deposition on 06/09/2026. Attorney Joe is also available and holding that date/time.
Thank you,
Erwin Vargas | erwin@zinjurylaw.com
Senior Litigation Paralegal
Duluth: 3575 Koger Blvd., Suite 125, Duluth, GA 30
NoteASSIGNED
Cyarra Walters
2026-03-20 7d ago
Defense on the counterclaim is Attorney Ervin Hall, We need to send a courtesy copy of the discovery; Ervinhall@geico.com (DIRECT DIAL 770-407-4057) / Law Firm: chavies and mackey atlanta /
NoteASSIGNED
Royel Moon
2026-03-20 7d ago
Sent depo notice for April 16th 2026 at 1pm
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
Geico adjuster Ryan brooks called yesterday and advised that the other side filed a lawsuit against Andrea. @rm1
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please advise client of June 9th Depo commitment @rm1
Good afternoon,
I am following up on the previous email; our patient is now rescheduled for tomorrow 3/27 @6:30pm.
Please advise if our patient is
Alexis Gorman · 2026-03-27 0d ago
5 weeksCase Age
5wk / 12wk SLAPhase Duration
$50000Coverage
Royel MoonParalegal
2026-02-18Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
Contact Sammy Madanat with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Sammy Madanat with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not h
OverdueFilevine System → Alexis Gorman
2026-02-19 36d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
Please call AHI (American Health Imaging) 404-639-5530 Ext 2 and please approve the MRIs so that Sammy and his girlfriend get this done please. They (AHI) said they been calling us and no one is answering. @alexisgorman
TaskASSIGNED
Cyarra Walters
2026-03-05 22d ago
Please call state farm, get adjuster information and find out if liability was accepted yet @alexisgorman
Note
Alexis Gorman
2026-03-27 0d ago
Good afternoon,
I am following up on the previous email; our patient is now rescheduled for tomorrow 3/27 @6:30pm.
Please advise if our patient is an actively treating client with your firm so we may confirm the upcoming appointment.
Note
Alexis Gorman
2026-03-25 2d ago
uploaded the dec page and merged in the PL
Note
Alexis Gorman
2026-03-19 8d ago
Spoke to Sammy, he just wanted to let us know that he got into another car accident yesterday during work. Wanted to know if it would affect him, he was marked at fault by the police
Please send this demand letter out via cert mail, Via Fax: 833-958-1221 & Via Email: stephanie_hogue@progressive.com
@alexisgorman
Cyarra Walters · 2026-02-10 45d ago
48 weeksCase Age
43wk / 6wk SLAPhase Duration
$25000Coverage
$9,138Billed
Royel MoonParalegal
2025-04-23Intake Date
Score drivers: 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-10 45d ago
Please send this demand letter out via cert mail, Via Fax: 833-958-1221 & Via Email: stephanie_hogue@progressive.com
@alexisgorman
OverdueAlexis Gorman → Alexis Gorman
2026-02-10 45d ago
(no description)
OverdueFilevine System → Alexis Gorman
2025-06-09 291d ago
Request Case Status
OverdueFilevine System → Alexis Gorman
2025-05-26 305d ago
Call Marco Cuthbertson at 4405668105 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-04-24 337d ago
Assign Medical Provider
OverdueFilevine System → Princess Robinson
2025-04-24 337d ago
Fill out Intake and add client contact info
TaskASSIGNED
Cyarra Walters
2026-02-10 45d ago
Please send this demand letter out via cert mail, Via Fax: 833-958-1221 & Via Email: stephanie_hogue@progressive.com
@alexisgorman
TaskASSIGNED
Cyarra Walters
2026-02-10 45d ago
Looks like we are missing the records and bills from Advanced Spine And Pain Specialists @alexisgorman
Note
Filevine System
2026-02-10 45d ago
This is where our legal team will mainly communicate with you. Feel free to send us a message if you ever have any questions or concerns.
Note
Princess Robinson
2025-12-09 108d ago
Intellivo is handing his Sandy Creek emergency group
Note
Filevine System
2025-09-12 196d ago
To: Amari Kedar [legalassistant.ak@thejrlawgroup.com](
Cc: Nicole Pantoja [npantoja@onestepdiagnostic.com]( RedOak [Redoak@onestepdiagnostic.com]( [marcocuthbertsonmvandz992262228@thejrlawgroup.filevineapp.com]( Lesly Hernandez [lesly@chrtx.com]( Rosa Hluz [ptbay@chrtx.com]( Baleria [referrals@chrtx
Note
Filevine System
2025-08-15 224d ago
To: Amari Kedar [legalassistant.ak@thejrlawgroup.com](
Cc: Nicole Pantoja [npantoja@onestepdiagnostic.com]( RedOak [Redoak@onestepdiagnostic.com]( [marcocuthbertsonmvandz992262228@thejrlawgroup.filevineapp.com]( Lesly Hernandez [lesly@chrtx.com]( Rosa Hluz [ptbay@chrtx.com]( Baleria [referrals@chrtx
the adjuster is out of office until April 6th, I called to get a liability stance
Alexis Gorman · 2026-03-27 0d ago
7 weeksCase Age
7wk / 6wk SLAPhase Duration
$15,466Billed
$15,466 overOver-Policy Exposure
Royel MoonParalegal
2026-02-03Intake Date
Score drivers: Over-policy $15,466 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
Contact Myles Hill with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Myles Hill with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not have
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
Note
Alexis Gorman
2026-03-27 0d ago
the adjuster is out of office until April 6th, I called to get a liability stance
Note
Alexis Gorman
2026-03-24 3d ago
updated specials for Verispine and Axis
Note
Alexis Gorman
2026-03-24 3d ago
First Visit: 02/12/2026
Last Visit: 03/17/2026
Next Visit: 03/27/2026, 01:30 PM, Verispine Decatur w/ Dr. Bond
Total Visits: 3
Number of Procedures/ Injections: 1 procedure in 1 appointment
Performed Date: 03/17/2026 - LT TRESI L4/L5, L5/S1, S1 Nerve root
Balance to Date
Verispine Estimated Med
Note
Alexis Gorman
2026-03-17 10d ago
uploaded and updated specials for AIC
Note
Princess Robinson
2026-03-09 18d ago
404-765-0595, 404-449-8442 Dr. Basari east point chiro,
Note
Princess Robinson
2026-03-09 18d ago
At work had an accident on the tarmac about two weeks ago, need to see what the injuries differences are
Called Brittany White to plug in the missing information that she needed.
Alexis Gorman · 2026-03-27 0d ago
3 weeksCase Age
3wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-06Intake Date
Score drivers: 6 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
Contact Taylore Hutchinson with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Taylore Hutchinson with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
Now treating an Personal Injury Med Center
Note
Alexis Gorman
2026-03-27 0d ago
Called Brittany White to plug in the missing information that she needed.
Note
Alexis Gorman
2026-03-09 18d ago
To: [3j7hw37mj8lk3@claims.usaa.com](
Cc: [taylorhutchinsonmvaz992452083@thejrlawgroup.filevineapp.com](
Date: Mon Mar 09 2026 03:10:37 GMT+00:00
Hi, attached are the LORs on behalf of my clients Christopher Brown and Taylore Hutchinson.
Alexis Gorman
Legal Assistant
The JR Law Group
5718
Note
Alexis Gorman
2026-03-09 18d ago
To: [jtirrell@atticrrg.com](
Cc: [christopherbrownmvaz992452057@thejrlawgroup.filevineapp.com](
Date: Mon Mar 09 2026 02:49:44 GMT+00:00
Hi Mr. Jason, it was a pleasure speaking with you, attached are the LORs on behalf of my clients Christopher Brown and Taylore Hutchinson as well as the requested
Note
Alexis Gorman
2026-03-09 18d ago
To: [claims@claims.allstate.com](
Cc: [taylorhutchinsonmvaz992452083@thejrlawgroup.filevineapp.com](
Date: Mon Mar 09 2026 02:33:15 GMT+00:00
Hi, attached are the LORs on behalf of my two clients Christopher Brown and Taylore Hutchinson.
Alexis Gorman
Legal Assistant
The JR Law Group
5718
Note
Filevine System
2026-03-07 20d ago
This is where our legal team will mainly communicate with you. Feel free to send us a message if you ever have any questions or concerns.
To: NORBU Funding CM [cm@norbufunding.com](
Cc: [terranceletourneaumvaz992291125@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 03:50:18 GMT+00
Alexis Gorman · 2026-03-18 9d ago
39 weeksCase Age
1wk / 17wk SLAPhase Duration
$1000000Coverage
$7,910Billed
Royel MoonParalegal
2025-06-24Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-18 9d ago
Hello,
As discussed, we have concluded liability at 50-50. Our insured advised that Terrance partially merged as traffic was coming to a stop, causing my insured to impact the rear driver’s side of Terrance’s vehicle. The damage pictures clearly confirm the proximate cause of this loss was Terra
OverdueAmari Kedar → Cyarra Walters
2025-07-16 254d ago
Email from adjuster:
Hello,
Can you get a statement from your client on this file? My driver is stating Terrance merged as traffic came to a stop, and the damage to only the rear driver’s side of your client’s vehicle appears to confirm that. I’m looking at comparative negligence on both parties
OverdueOperations → Cyarra Walters
2025-06-25 275d ago
He only signed HIPPA so far @cyarra1
OverdueFilevine System → Cyarra Walters
2025-06-28 272d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-06-25 275d ago
Fill out Intake and add client contact info
Note
Alexis Gorman
2026-03-18 9d ago
To: NORBU Funding CM [cm@norbufunding.com](
Cc: [terranceletourneaumvaz992291125@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 03:50:18 GMT+00:00
Thank you!
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 77057 Suite 1114
(346) 618-5492 Office
(770) 72
Note
Filevine System
2026-03-18 9d ago
To: Alexis Gorman [legalassistant.ag@thejrlawgroup.com](
Cc: [terranceletourneaumvaz992291125@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 03:48:23 GMT+00:00
Good morning,
Thanks for reaching out to us.
Please see attached file for the Bills and Records for this patient.
If there are any
Note
Alexis Gorman
2026-03-18 9d ago
To: NORBU Funding CM [cm@norbufunding.com](
Cc: [terranceletourneaumvaz992291125@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 03:44:51 GMT+00:00
H may I please get the final bill for my client Terrance Letourneau DOB: 08/09/1978
Alexis Gorman
Legal Assistant
The JR Law Group
5718
Note
Filevine System
2026-03-18 9d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
Note
Filevine System
2026-03-18 9d ago
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the toggle and the client treatment status in Meds section
* Change phase to Treatment Complete when all treatment has been fulfilled
Note
Filevine System
2026-03-18 9d ago
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
Note
Alexis Gorman
2026-03-18 9d ago
To: Records Account [records1@atlpainandspine.com](
Cc: [terranceletourneaumvaz992291125@thejrlawgroup.filevineapp.com]( BillMGR [billmgr@norbu.health]( Maria Duarte [cm@atlpainandspine.com]( Updates [updates@norbu.health]( Updates3 [updates3@norbu.health]( Records 3 [Records3@atlpainandspine.com](
'@princessann1 review demand
Princess Robinson · 2026-03-19 8d ago
24 weeksCase Age
3wk / 6wk SLAPhase Duration
$32,127Billed
$32,127 overOver-Policy Exposure
Royel MoonParalegal
2025-10-06Intake Date
Score drivers: Over-policy $32,127 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-19 8d ago
'@princessann1 review demand
OverdueFilevine System → Alexis Gorman
2026-03-17 10d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Operations
2026-03-01 26d ago
@Operations Please Draft Demand
NoteASSIGNED
Operations
2026-03-07 20d ago
To: [marquezlentenmvaz992337721@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Sat Mar 07 2026 11:44:05 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gro
Task
Princess Robinson
2026-03-19 8d ago
'@princessann1 review demand
Task
Filevine System
2026-03-10 17d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Task
Filevine System
2026-03-07 20d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
Task
Filevine System
2026-03-07 20d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
Task
Filevine System
2026-03-07 20d ago
* @rm1 or @cyarra review case with case manager
Task
Filevine System
2026-02-26 29d ago
@Operations Please Draft Demand
Note
Alexis Gorman
2026-02-24 31d ago
LAST INJECTION IS TMW, then I am stopping treatment as we have to assume PL are 30k/60k the min in Texas
Records and bills uploaded and specials updated
Alexis Gorman · 2026-03-27 0d ago
22 weeksCase Age
7wk / 6wk SLAPhase Duration
$12,500Billed
$12,500 overOver-Policy Exposure
Royel MoonParalegal
2025-10-20Intake Date
Score drivers: Over-policy $12,500 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-11 44d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
OverdueAlexis Gorman → Cyarra Walters
2025-12-09 108d ago
'@cyarra1 She is requesting to have a phone call with JR.
OverdueFilevine System → Alexis Gorman
2025-11-06 141d ago
Contact Rosette Sharma with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-10-21 157d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
TaskASSIGNED
Cyarra Walters
2026-02-26 29d ago
Rosette told me that mental, pain, and trauma told her to get a new lawyer?? i will escalate to Travis and Amanda bc HUH???
NoteASSIGNED
Cyarra Walters
2026-02-26 29d ago
I had phone conference with Dr. Nicholas R. Nikolov, M.D., F.A.C.S. and this is the phone recording. He says we should also sue the reuvion device and agreed to do a life care plan for me to include in the file. We should have this by next friday.
NoteASSIGNED
Cyarra Walters
2026-02-26 29d ago
She is going to PCP on March 10 for lump on Right flank armpit and the wierd vein she is seeing
NoteASSIGNED
Cyarra Walters
2026-02-17 38d ago
Post operative notes need to be uploaded into the google drive.
NoteASSIGNED
Cyarra Walters
2026-02-17 38d ago
I spoke to Ms. Rosette, She is going to another Plastic surgeon in Beverly Hills to be seen by Dr. nikolov center for plastic surgery due to inflamed armpit, her appointment is for 4:00PM today.
Note
Alexis Gorman
2026-03-27 0d ago
Records and bills uploaded and specials updated
Task
Filevine System
2026-02-11 44d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
Task
Filevine System
2026-02-04 51d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
she is texting me about her case did you get her UM policy @alexisgorman
Princess Robinson · 2026-03-24 3d ago
25 weeksCase Age
25wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-09-29Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Alexis Gorman
2026-03-24 3d ago
she is texting me about her case did you get her UM policy @alexisgorman
OverdueAlexis Gorman → Alexis Gorman
2026-03-11 16d ago
'@alexisgorman withdraw
OverdueAlexis Gorman → Cyarra Walters
2025-11-19 128d ago
liability officially denied. @cyarra1
OverdueASSIGNEDCyarra Walters → Alexis Gorman
2025-10-20 158d ago
Call the adjuster and ask if they are requiring a recorded statement @alexisgorman
TaskASSIGNED
Royel Moon
2026-01-30 56d ago
'@Alexis Call adjuster to find out what is the reason liability was denied. also get bills and records
TaskASSIGNED
Cyarra Walters
2025-10-20 158d ago
Call the adjuster and ask if they are requiring a recorded statement @alexisgorman
Task
Princess Robinson
2026-03-24 3d ago
she is texting me about her case did you get her UM policy @alexisgorman
Task
Alexis Gorman
2026-03-11 16d ago
'@alexisgorman withdraw
Task
Alexis Gorman
2026-01-30 56d ago
'@alexisgorman call adjuster to see why liability was denied.
Task
Alexis Gorman
2026-01-28 58d ago
'@rm1
Task
Alexis Gorman
2025-11-19 128d ago
liability officially denied. @cyarra1
Note
Alexis Gorman
2025-10-24 154d ago
new adjuster has been assigned to the claim
I spoke to the adjuster, Sarah. Her top offer is $12,200.00; She said she could probably get to $13,000.00 and $13,500.00
Cyarra Walters · 2026-03-13 14d ago
84 weeksCase Age
29wk / 17wk SLAPhase Duration
$250000Coverage
$11,528Billed
Royel MoonParalegal
2024-08-12Intake Date
Score drivers: 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-11-04 143d ago
Please call the adjuster and ask her for an offer of settlement, its been near the 30 day mark @alexisgorman and we supplemented the records and bills to her already from the hosptial
OverdueOperations → Cyarra Walters
2025-07-24 246d ago
To: [JulieBloweZ992145275@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Jul 21 2025 03:37:53 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer Rd, Suite 1114 Houston, T
OverdueCyarra Walters → Cyarra Walters
2024-10-04 539d ago
She gave me the okay to proceed with Zynex Medical and Safeway PTSD therapy.
NoteASSIGNED
Cyarra Walters
2026-03-13 14d ago
I spoke to the adjuster, Sarah. Her top offer is $12,200.00; She said she could probably get to $13,000.00 and $13,500.00
NoteASSIGNED
Cyarra Walters
2026-02-05 50d ago
I spoke to Julie and updates her on the offer.
NoteASSIGNED
Cyarra Walters
2026-02-05 50d ago
I spoke to Sarah, the initial offer is $10K. She is saying there is a large 3 month gap in treatment. 414s are $7,174.00
TaskASSIGNED
Cyarra Walters
2026-02-04 51d ago
please call the adjsuter and find out whats the hold up on the offer of settlement??? @alexisgorman
NoteASSIGNED
Cyarra Walters
2026-01-08 78d ago
Sent email the adjuster from JR's email
NoteASSIGNED
Cyarra Walters
2025-12-11 106d ago
JR called and spoke to Ms. Julie today.
Note
Alexis Gorman
2026-01-06 80d ago
To: [s3080@erieinsurance.com](
Date: Tue Jan 06 2026 04:12:35 GMT+00:00
Hi Sarah, I’m emailing in regard to my client Julie Blowe, our office has yet to receive a settlement offer after submitting the demand. May you please reach out to me, my contact information is below. Thank you
Alexis
Note
Alexis Gorman
2026-01-06 80d ago
$39.31 also uploaded the form under liens
uploaded MRI of Texas bill and notes
Alexis Gorman · 2026-02-20 35d ago
25 weeksCase Age
25wk / 6wk SLAPhase Duration
$1,770Billed
$1,770 overOver-Policy Exposure
Royel MoonParalegal
2025-09-30Intake Date
Score drivers: Over-policy $1,770 1 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-02-20 35d ago
Denied due to statement from their insured stating that they had a green light and no police report filed. They also had a witness statement and she was in the same direction seeing Maria come from behind her basically hitting their insured. Both the insured and witness statement stated Maria ran th
TaskASSIGNED
Cyarra Walters
2025-10-02 176d ago
Where’d you send her for treatemnrt @alexisgorman
Note
Alexis Gorman
2026-02-20 35d ago
uploaded MRI of Texas bill and notes
Task
Alexis Gorman
2026-01-30 56d ago
Denied due to statement from their insured stating that they had a green light and no police report filed. They also had a witness statement and she was in the same direction seeing Maria come from behind her basically hitting their insured. Both the insured and witness statement stated Maria ran th
Note
Alexis Gorman
2025-11-19 128d ago
added the pharmacy bill and updated specials
Note
Alexis Gorman
2025-10-14 164d ago
Spoke to Kelsi about treatment.
Note
Alexis Gorman
2025-10-02 176d ago
drop letter sent to Krystal Rumph with Alexander Shunnarah trail attys.
Note
Filevine System
2025-10-01 177d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
Note
Vinesign Integration
2025-10-01 177d ago
#vinesign-completed
Name: Contingency Agreement
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=7dc92263-a07c-4790-9790-75de74443909.pdf
Signed: 2025-10-01 15:19:28
All signers: Kelsi Johnson(kelsij721@gmail.com (817) 637-6802)
Sender: Alexis Gorman
I Spoke to adjuster Tim, I asked what can I provide to help establish liability, he asked for a police report, I sent it and mentioned to him I have t
Alexis Gorman · 2026-03-27 0d ago
0 weeksCase Age
0wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-27Intake Date
RECENT ACTIVITY & TASKS
Note
Alexis Gorman
2026-03-27 0d ago
I Spoke to adjuster Tim, I asked what can I provide to help establish liability, he asked for a police report, I sent it and mentioned to him I have two dash cam videos and the witness info that sent the videos to Ms. hall.
Note
Alexis Gorman
2026-03-27 0d ago
Neck pain from whiplash , back pain agitated now from where the metal disk is in her body and shoulder pain, bruise on left fore arm
Note
Alexis Gorman
2026-03-27 0d ago
12/01/2027- Herniated Nucleus Pulpous, Left side L5-S1
2. Left lumbar radiculopathy
Procedure preformed- Diskectomy left side l5-S1, decompression left S1 nerve root
Note
Alexis Gorman
2026-03-27 0d ago
To: [claims@claims.allstate.com](
Cc: [shelaundahallmvaz992460966@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 03:49:09 GMT+00:00
Attached is the police report on behalf of my client Sherlaunda Hall.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 77
Note
Alexis Gorman
2026-03-27 0d ago
To: [claims@claims.allstate.com](
Cc: [shelaundahallmvaz992460966@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 03:44:29 GMT+00:00
Attached is the police report on behalf of my client Sherlaunda Hall as well a dash cam footage.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Wes
Note
Alexis Gorman
2026-03-27 0d ago
To: [claims@claims.allstate.com](
Cc: [shelaundahallmvaz992460966@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 01:55:04 GMT+00:00
Attached is an LOR on behalf of my client Sherlaunda Hall.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 77057 Suite
Note
Vinesign Integration
2026-03-27 0d ago
#vinesign-completed
Name: HIPPA
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=e3e476f1-8841-4316-9a6d-0fd1661cdfba.pdf
Signed: 2026-03-27 13:43:23
All signers: Sherlaunda Hall(sherlaundahall@gmail.com (281) 965-4153)
Sender: Alexis Gorman
Note
Vinesign Integration
2026-03-27 0d ago
#vinesign-viewed
Name: HIPPA
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=1BD1B9A0-8DE3-4C9F-9D2C-0206FEF189A6
Viewed: 2026-03-27 13:43:04
Viewed by: Sherlaunda Hall (sherlaundahall@gmail.com (281) 965-4153)
All signers: Sherlaunda Hall(sherlaundahall@gmail.com (281) 965-4153)
Sender
Filevine System → Alexis Gorman
2026-03-28
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
To: Georgetown Clinics [georgetownclinics@gmail.com](
Cc: [ahshinahkalemvaz992324183@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 04:23:42 GM
Alexis Gorman · 2026-03-25 2d ago
29 weeksCase Age
26wk / 17wk SLAPhase Duration
$100000Coverage
$870Billed
Royel MoonParalegal
2025-09-05Intake Date
Score drivers: SLA Overdue
RECENT ACTIVITY & TASKS
TaskASSIGNED
Cyarra Walters
2026-02-13 42d ago
Shut it down. She just wont get a settlement. Its too mcuh of a gap to now treat as a baby. @alexisgorman
Note
Alexis Gorman
2026-03-25 2d ago
To: Georgetown Clinics [georgetownclinics@gmail.com](
Cc: [ahshinahkalemvaz992324183@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 04:23:42 GMT+00:00
Hi, any update on when I can expect these records and bills?
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston
Note
Hewitt Mesfin
2026-03-19 8d ago
To: [AhShinahKaleMVAZ992324183@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:25:00 GMT+00:00
Get Outlook for Mac
Date: Thursday, March 19, 2026 at 4:22?PM
To: Case Managers
Subject: Ahshinah Kale
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Location:
Note
Alexis Gorman
2026-03-18 9d ago
To: Georgetown Clinics [georgetownclinics@gmail.com](
Cc: [ahshinahkalemvaz992324183@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 04:08:27 GMT+00:00
Hi, may I please request the final records and bills on behalf of my client Ah’Shinah Kale. DOB: 03/05/2025
Alexis Gorman
Legal Assist
Note
Alexis Gorman
2026-02-25 30d ago
Ribley Chiro bills and records uploaded
Note
Alexis Gorman
2026-02-13 42d ago
trying to get her to treat, there is a huge gap in treatment and NO ER bill to use because she did not go.
Sms
Alexis Gorman
2026-01-30 56d ago
Hey Jahla, we really need to get your daughter into some type of treatment. she has Zero bills to submit to the insurance company. Ms. Thompson is just about done treating. I can place Ah'Shinah into some virtual therapy, please reach back out to me ASAP.
Sms
Alexis Gorman
2025-12-09 108d ago
Hey Jahla, checking to see if your baby has been treating
◆
Fake progress = cases that look active but are missing critical data. Fix the root cause (missing dates, bills, or coverage) to convert these to real progress and boost your Delta score.
FAKE
Fake Progress — 45 Flagged Cases
75.0% of bookFilter by root cause category to focus your cleanup efforts.
All (45)
Bills (0)
Coverage (11)
Records (19)
Treatment (13)
| Case | Phase | Root Cause | Health | Weeks | Action |
|---|---|---|---|---|---|
| Ah'Shinah Kale MINOR MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Healthy | 26w | Enter treatment start date |
| Andre Gabbidon MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 4w | Enter records date in Filevine |
| Andrea Astorga MVA ↗ IntakeMedicalActivityDocs |
Pre-Lit | Missing: Treatment Start | High Risk | 13w | Enter treatment start date |
| Antwrius Keon Hardeman MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | High Risk | 26w | Enter records date in Filevine |
| Blair Sailor MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Carlos Jean-Francois MVA ↗ IntakeMedicalActivityDocs |
Write Demand | Missing: Records Request Date | Healthy | 1w | Enter records date in Filevine |
| Carlos Shaw MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Critical | 23w | Enter records date in Filevine |
| Chinh V Pham MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Unknown | 5w | Enter records date in Filevine |
| Chozen Cuthbertson ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Coverage (1P/3P) | Data Issue | 34w | Add 1P/3P coverage |
| Courtney Madden MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Coverage (1P/3P) | Data Issue | 13w | Add 1P/3P coverage |
| Danasiah Marcelin MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 43w | Enter records date in Filevine |
| Denise Adams MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 19w | Enter records date in Filevine |
| Diana Harmon MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | High Risk | 18w | Enter treatment start date |
| Etienne Jacques- MVA 2 Commercial ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Critical | 8w | Enter records date in Filevine |
| Isis Jones MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | Data Issue | 12w | Enter treatment start date |
| James Cramer MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 3w | Add 1P/3P coverage |
| Jamie T Pham MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Unknown | 1w | Enter records date in Filevine |
| Jessica Graham - (MVA / 2nd Case) ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Coverage (1P/3P) | Data Issue | 34w | Add 1P/3P coverage |
| Julie Blowe - MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 29w | Enter records date in Filevine |
| Kelsi Johnson MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Coverage (1P/3P) | Data Issue | 25w | Add 1P/3P coverage |
| Kontricer Askew MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Data Gap | Healthy | 12w | Review and update case in Filevine |
| Lamar Morris MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Unknown | 11w | Enter records date in Filevine |
| Linda Colbert MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Critical | 2w | Enter records date in Filevine |
| Malikah Crable MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Coverage (1P/3P) | Data Issue | 4w | Add 1P/3P coverage |
| Marco Cuthbertson ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Treatment Start | High Risk | 34w | Enter treatment start date |
| Marco Cuthbertson MVA 2ND ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Data Gap | High Risk | 43w | Review and update case in Filevine |
| Maria Ceja MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 25w | Enter treatment start date |
| Marquez Lenston MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 3w | Add 1P/3P coverage |
| Marrisha Blythe MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Coverage (1P/3P) | Data Issue | 9w | Add 1P/3P coverage |
| Michael Carter MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 7w | Enter records date in Filevine |
| Michala Thompson MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 9w | Enter records date in Filevine |
| Myles Hill MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Coverage (1P/3P) | Data Issue | 7w | Add 1P/3P coverage |
| Natalie Freeman MVA ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Coverage (1P/3P) | Data Issue | 4w | Add 1P/3P coverage |
| Phillip A. Jones MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Unknown | 4w | Enter records date in Filevine |
| Rochelle Massinello MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | High Risk | 23w | Enter records date in Filevine |
| Rosette Sharma MED MAL PRACTICE ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 7w | Enter treatment start date |
| Sammy Madanat MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Healthy | 5w | Enter treatment start date |
| Stefan Brathwaite MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 4w | Enter records date in Filevine |
| Terrance Letourneau MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 1w | Enter records date in Filevine |
| Tonya Alexander MVA Uber ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 40w | Add 1P/3P coverage |
| Sherlaunda Hall MVA ↗ IntakeMedicalActivityDocs |
Lead (Intake) | Missing: Treatment Start | Data Issue | 0w | Enter treatment start date |
| Taylore Hutchinson TEXAS MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 3w | Enter treatment start date |
| Maleki Theodros Tilahaun MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 13w | Enter treatment start date |
| Kevin Reeves MVA 2 ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 36w | Enter treatment start date |
| Christopher Brown TEXAS MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 2w | Enter treatment start date |
◆
Cases requiring immediate attention. SOL deadlines are irreversible. Critical health cases are at risk of stalling. Over-policy exposure creates financial risk.
SOL
SOL Watch — 0 Cases
Statute of Limitations countdown. Cases at the top need action immediately.
| Case | Phase | SOL | Health |
|---|
CRIT
Critical Health — 6 Cases
Cases flagged Critical in Filevine — high risk of stalling or losing value. Click to expand details.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-08-23
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$52,791Billed
$2,791 overOver-Policy
Royel MoonParalegal
2024-08-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 23wk Over-policy $2,791 Fake Progress No touch 21d
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-01-31
60 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$216,780Billed
$116,780 overOver-Policy
Royel MoonParalegal
2025-01-31Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $116,780 Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-25
43 weeksCase Age
2wk / 17wk SLAPhase Duration
$100000Coverage
$132,102Billed
$32,102 overOver-Policy
Royel MoonParalegal
2025-05-29Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 2wk Over-policy $32,102 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-19
48 weeksCase Age
6wk / 12wk SLAPhase Duration
$55000Coverage
$55,978Billed
$978 overOver-Policy
Royel MoonParalegal
2025-04-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $978 No touch 42d
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-20
53 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$25,625Billed
$625 overOver-Policy
Royel MoonParalegal
2025-03-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $625
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-07
41 weeksCase Age
4wk / 6wk SLAPhase Duration
$15000Coverage
$18,206Billed
$3,206 overOver-Policy
Royel MoonParalegal
2025-06-12Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $3,206
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
$
Over-Policy Exposure — 21 Cases ($354,906)
Cases where billed amount exceeds insurance coverage. These need reduction or settlement strategy.
◆
Revenue drives 40% of your Delta score. Every case without bills on file directly lowers your score. Request bills, follow up with providers, and update Filevine.
53
Bills on File
7
$0 / Missing
100.0%
Revenue Score
21
Over-Policy
$0
Cases Missing Bills — 7
These cases have $0 billed. Request billing statements from providers and update Filevine.
| Case | Phase | Weeks | Billed | Action |
|---|---|---|---|---|
| Maria Ceja MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 25w | $0 | Request bills from provider |
| Sammy Madanat MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 5w | $0 | Request bills from provider |
| Sherlaunda Hall MVA ↗ MedicalExpensesDocsEmail |
Lead (Intake) | 0w | $0 | Request bills from provider |
| Taylore Hutchinson TEXAS MVA ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 3w | $0 | Request bills from provider |
| Maleki Theodros Tilahaun MVA ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 13w | $0 | Request bills from provider |
| Kevin Reeves MVA 2 ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 36w | $0 | Request bills from provider |
| Christopher Brown TEXAS MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 2w | $0 | Request bills from provider |
◆
Phase distribution and SLA performance. Red bars indicate phases where most cases are overdue. Bottleneck alerts flag phases that need immediate process improvement.
Bottleneck: Liability Negotiation
— 100% of cases overdue (12/12). Avg 18.8wk in phase vs 45d SLA.
Bottleneck: Treatment (Evaluations)
— 75% of cases overdue (6/8). Avg 18.9wk in phase vs 120d SLA.
Bottleneck: Litigation
— 100% of cases overdue (7/7). Avg 12.9wk in phase vs 45d SLA.
Bottleneck: Demand Drafted
— 100% of cases overdue (7/7). Avg 10.7wk in phase vs 120d SLA.
Bottleneck: Treatment (Injections / PM)
— 100% of cases overdue (6/6). Avg 13.2wk in phase vs 120d SLA.
Bottleneck: Retained (Documents Signed)
— 75% of cases overdue (3/4). Avg 14.8wk in phase vs 45d SLA.
PHASE
Phase Load Distribution
Each bar shows cases in that phase. Color indicates SLA health:
Blue<25% overdue — healthy
Orange25-50% overdue — watch
Red>50% overdue — bottleneck
Liability Negotiation12 cases (20%)
45d SLA
Avg 18.8wk
12 overdue
Treatment (Evaluations)8 cases (13%)
120d SLA
Avg 18.9wk
6 overdue
Settlement Disbursement8 cases (13%)
90d SLA
Avg 7.4wk
0 overdue
Litigation7 cases (12%)
45d SLA
Avg 12.9wk
7 overdue
Demand Drafted7 cases (12%)
120d SLA
Avg 10.7wk
7 overdue
Treatment (Injections / PM)6 cases (10%)
120d SLA
Avg 13.2wk
6 overdue
Retained (Documents Signed)4 cases (7%)
45d SLA
Avg 14.8wk
3 overdue
Settlement3 cases (5%)
45d SLA
Avg 5.3wk
0 overdue
Treatment (MRI Review)2 cases (3%)
120d SLA
Avg 41.0wk
1 overdue
Pre-Lit1 cases (2%)
45d SLA
Avg 13.0wk
1 overdue
Write Demand1 cases (2%)
120d SLA
Avg 1.0wk
1 overdue
Lead (Intake)1 cases (2%)
45d SLA
Avg 0.0wk
0 overdue
◆
Cases that need escalation beyond standard CM workflow. Attorney review for high-risk or SLA-overdue cases. Ops cleanup for data and coverage issues.
ATTORNEY
Needs Attorney Review — 13 Cases
Critical health, high risk, or SLA overdue cases requiring attorney attention. Click to expand.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-08-23
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$52,791Billed
$2,791 overOver-Policy
Royel MoonParalegal
2024-08-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 23wk Over-policy $2,791 Fake Progress No touch 21d
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-01-31
60 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$216,780Billed
$116,780 overOver-Policy
Royel MoonParalegal
2025-01-31Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $116,780 Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-04-22
48 weeksCase Age
43wk / 6wk SLAPhase Duration
$25000Coverage
$9,138Billed
Royel MoonParalegal
2025-04-23Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 43wk Fake Progress No touch 21d
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-25
43 weeksCase Age
2wk / 17wk SLAPhase Duration
$100000Coverage
$132,102Billed
$32,102 overOver-Policy
Royel MoonParalegal
2025-05-29Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 2wk Over-policy $32,102 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-07-25
75 weeksCase Age
26wk / 6wk SLAPhase Duration
$25000Coverage
$11,530Billed
Royel MoonParalegal
2024-10-14Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 26wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-11-11
19 weeksCase Age
18wk / 6wk SLAPhase Duration
$25000Coverage
$7,188Billed
Royel MoonParalegal
2025-11-13Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 18wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$25000Coverage
$11,399Billed
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 34wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-08-23
83 weeksCase Age
23wk / 12wk SLAPhase Duration
$50000Coverage
$24,613Billed
Royel MoonParalegal
2024-08-23Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 23wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-19
48 weeksCase Age
6wk / 12wk SLAPhase Duration
$55000Coverage
$55,978Billed
$978 overOver-Policy
Royel MoonParalegal
2025-04-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $978 No touch 42d
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-15
36 weeksCase Age
13wk / 6wk SLAPhase Duration
$25000Coverage
$24,700Billed
Royel MoonParalegal
2025-07-16Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 13wk Fake Progress
To-Do Items
To-Do
Pre-Lit
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-20
53 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$25,625Billed
$625 overOver-Policy
Royel MoonParalegal
2025-03-21Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $625
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-07
41 weeksCase Age
4wk / 6wk SLAPhase Duration
$15000Coverage
$18,206Billed
$3,206 overOver-Policy
Royel MoonParalegal
2025-06-12Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $3,206
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
OPS
Needs Ops Cleanup — 21 Cases
Missing coverage, data mismatches, or admin issues needing operations support.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-29
25 weeksCase Age
25wk / 6wk SLAPhase Duration
$1,770Billed
$1,770 overOver-Policy
Royel MoonParalegal
2025-09-30Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $1,770 Fake Progress No touch 35d
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-30
38 weeksCase Age
15wk / 6wk SLAPhase Duration
$12,217Billed
$12,217 overOver-Policy
Royel MoonParalegal
2025-07-01Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 15wk Over-policy $12,217 No touch 63d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$3,164Billed
$3,164 overOver-Policy
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 34wk Over-policy $3,164 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
58
Jessica Graham - (MVA / 2nd Case)
DATA ISSUESLA OVERDUELiability Negotiation 34wk — OVER SLA
0d
▾
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-24
60 weeksCase Age
34wk / 6wk SLAPhase Duration
$7,616Billed
$7,616 overOver-Policy
Royel MoonParalegal
2025-01-27Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 34wk Over-policy $7,616 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-04-23
99 weeksCase Age
40wk / 6wk SLAPhase Duration
$10,131Billed
$10,131 overOver-Policy
Royel MoonParalegal
2024-05-01Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 40wk Over-policy $10,131 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-20
32 weeksCase Age
13wk / 6wk SLAPhase Duration
$27,522Billed
$27,522 overOver-Policy
Royel MoonParalegal
2025-08-12Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 13wk Over-policy $27,522 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-08-29
82 weeksCase Age
12wk / 6wk SLAPhase Duration
$11,224Billed
$11,224 overOver-Policy
Royel MoonParalegal
2024-08-30Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 12wk Over-policy $11,224 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-18
35 weeksCase Age
9wk / 6wk SLAPhase Duration
$21,922Billed
$21,922 overOver-Policy
Royel MoonParalegal
2025-07-21Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 9wk Over-policy $21,922 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2026-01-16
7 weeksCase Age
7wk / 6wk SLAPhase Duration
$15,466Billed
$15,466 overOver-Policy
Royel MoonParalegal
2026-02-03Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 7wk Over-policy $15,466 Fake Progress
To-Do Items
To-Do
Retained (Documents Signed)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-20
22 weeksCase Age
7wk / 6wk SLAPhase Duration
$12,500Billed
$12,500 overOver-Policy
Royel MoonParalegal
2025-10-20Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 7wk Over-policy $12,500 Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-29
25 weeksCase Age
25wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-09-29Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
PRIORITY ACTIONS — Alexis Gorman
Mandates from JR, assignments from leadership, promises made in meetings, and follow-ups. Items auto-generated from case data plus manually tracked commitments.
4
Mandates
2
Assigned
0
Promises
2
Follow-ups
0
Completed
MANDATES (4)
MANDATE
45-Day Payday: 5 cases in window — push for quick resolution on sub-$25K cases
Source: JR Directive
Due: Ongoing
MANDATE
90-Day Quick Turn: 1 cases in 46-90d range — target $50-100K cases for accelerated settlement
Source: JR Directive
Due: Ongoing
MANDATE
6 Critical cases require immediate escalation and status update
Source: Operations
Due: This week
MANDATE
44 cases SLA overdue (17.2% Time score) — review and escalate or update phase dates
Source: Operations
Due: This week
ASSIGNED (2)
ASSIGNED
Resolve 45 fake progress flags (75% of book) — enter missing data in Filevine
Source: Operations
Due: Ongoing
ASSIGNED
Reduction rate at 1.7% (target 70%) — follow up on outstanding reduction requests
Source: Operations
Due: Ongoing
FOLLOW-UPS (2)
FOLLOW-UP
21 cases over policy ($354,906 exposure) — initiate reduction negotiations
Source: Operations
Due: Ongoing
FOLLOW-UP
22 cases over 1 year old — review for settlement readiness or disposition
Source: Operations
Due: Monthly review
CASE LIFECYCLE PLAYBOOK
Every case follows the same lifecycle. The only variable is time — determined by the at-fault party's policy limits. Click decision nodes for troubleshooting.
Case Lifecycle — From Intake to Resolution
Every case follows the same lifecycle. The only thing that changes is how many days you have based on policy limits. Click any orange decision node to see what to do when you hit a roadblock.
$25K Min Policy
45 days — full resolution
45 days — full resolution
~$50K Mid Policy
90 days — full resolution
90 days — full resolution
$100K+ High Policy
120 days — full resolution
120 days — full resolution
CLIENT RETAINED — Day 0
▼
PHASE 1 — INTAKE & ONBOARDING
$25K: Days 1–3
$50K: Days 1–5
$100K+: Days 1–7
Intake & Onboarding
✓ Welcome call / intro to process
✓ Confirm accident details, injuries, insurance info
✓ Upload signed docs to Filevine
✓ Send medical authorization forms
✓ Send LOR (Letter of Representation) to insurance carrier
✓ Confirm accident details, injuries, insurance info
✓ Upload signed docs to Filevine
✓ Send medical authorization forms
✓ Send LOR (Letter of Representation) to insurance carrier
▼
Did the insurance carrier acknowledge the LOR?
Click to expand
✓ YES — Acknowledged
Confirm claim number, get adjuster name/phone/email. Log in Filevine. Proceed to treatment setup.
✗ NO — No Response
Day 5: Re-send LOR via fax and certified mail
Day 10: Call carrier claims dept directly
Day 15: If still no response → ESCALATE to Supervisor
Possible causes: Wrong carrier, policy lapsed, claim not filed by insured
Fix: Pull police report to verify carrier info. Check client UM/UIM coverage as fallback.
Day 10: Call carrier claims dept directly
Day 15: If still no response → ESCALATE to Supervisor
Possible causes: Wrong carrier, policy lapsed, claim not filed by insured
Fix: Pull police report to verify carrier info. Check client UM/UIM coverage as fallback.
▼
PHASE 2 — FILE CLAIM & SECURE ADJUSTER
$25K: Days 3–7
$50K: Days 3–10
$100K+: Days 3–14
File Claim & Get Adjuster
✓ File claim with at-fault carrier (or client UM if needed)
✓ Obtain claim number and adjuster assignment
✓ Confirm liability position with adjuster
✓ Document everything in Filevine
✓ Obtain claim number and adjuster assignment
✓ Confirm liability position with adjuster
✓ Document everything in Filevine
▼
Is there an assigned adjuster responding to you?
Click to expand
✓ YES — Adjuster Responsive
Confirm liability position. Set follow-up reminders every 14 days. Proceed to treatment.
✗ NO — Adjuster Unresponsive
Step 1: Call claims dept — request supervisor or reassignment
Step 2: Send written follow-up (email + fax) — document all attempts
Step 3: After 3 failed attempts across 2 weeks → Formal Demand for Response
Step 4: If still ghosting → File DOI complaint
Nuclear option: Bad faith letter to carrier + alert attorney
Step 2: Send written follow-up (email + fax) — document all attempts
Step 3: After 3 failed attempts across 2 weeks → Formal Demand for Response
Step 4: If still ghosting → File DOI complaint
Nuclear option: Bad faith letter to carrier + alert attorney
▼
PHASE 3 — ACTIVE TREATMENT
$25K: Days 7–30 (short course — must wrap fast)
$50K: Days 10–60
$100K+: Days 14–90
Treatment Setup & Monitoring
✓ Schedule initial eval with approved providers
✓ Confirm client has transportation / can make appointments
✓ Set treatment plan expectations with client
✓ Bi-weekly check-in calls on treatment progress
✓ Confirm treatment plan with providers — how many visits remaining?
✓ Request records from pre-existing providers (ER, urgent care, PCP)
✓ Confirm client has transportation / can make appointments
✓ Set treatment plan expectations with client
✓ Bi-weekly check-in calls on treatment progress
✓ Confirm treatment plan with providers — how many visits remaining?
✓ Request records from pre-existing providers (ER, urgent care, PCP)
▼
Is the client attending their appointments?
Click to expand
✓ YES — Attending
Keep monitoring. Set bi-weekly check-in calls. Update treatment status in Filevine.
✗ NO — Missed Appointments / Gap
Immediate: Call client — find out why. Document the conversation.
Common reasons: Transportation, work schedule, fear, feeling better
If transportation: Help arrange rides, find closer provider
If "feeling better": Educate — gap in treatment = ammo for adjuster to lowball
If no response: 3-attempt rule (call, text, letter). After 3 fails → Escalate to attorney
Critical: ANY gap >14 days must be documented with explanation
Common reasons: Transportation, work schedule, fear, feeling better
If transportation: Help arrange rides, find closer provider
If "feeling better": Educate — gap in treatment = ammo for adjuster to lowball
If no response: 3-attempt rule (call, text, letter). After 3 fails → Escalate to attorney
Critical: ANY gap >14 days must be documented with explanation
▼
Is treatment progressing on schedule for this policy tier?
Click to expand
✓ YES — On Track
Continue monitoring. Start estimating completion date. Begin pre-demand checklist review.
✗ NO — Treatment Stalled
Client stopped going: Re-engage immediately (call → text → letter)
Provider recommends more treatment: Document necessity. If this pushes past tier deadline → Flag for CM Lead
Client needs specialist: Coordinate referral. No gap >14 days.
Client relocated: Find new providers. Transfer records. Flag CM Lead — timeline reset
$25K cases: Extended treatment may mean case exceeds min policy. Re-evaluate tier.
Provider recommends more treatment: Document necessity. If this pushes past tier deadline → Flag for CM Lead
Client needs specialist: Coordinate referral. No gap >14 days.
Client relocated: Find new providers. Transfer records. Flag CM Lead — timeline reset
$25K cases: Extended treatment may mean case exceeds min policy. Re-evaluate tier.
▼
PHASE 4 — RECORDS & BILLS COLLECTION
$25K: Days 14–35 (parallel with treatment)
$50K: Days 30–70
$100K+: Days 30–100
Collect All Records & Bills
✓ Send records requests to ALL providers (start during treatment, not after)
✓ Request ER records, radiology, PCP, specialists
✓ Track which providers have responded — create a checklist
✓ For completed providers: bills should be in-hand or requested
✓ Verify amounts billed match treatment documented
✓ Identify lien holders (health insurance, Medicare/Medicaid, hospital liens)
✓ Request ER records, radiology, PCP, specialists
✓ Track which providers have responded — create a checklist
✓ For completed providers: bills should be in-hand or requested
✓ Verify amounts billed match treatment documented
✓ Identify lien holders (health insurance, Medicare/Medicaid, hospital liens)
▼
Are providers responding to records/bills requests?
Click to expand
✓ YES — Records Coming In
Upload to Filevine as received. Cross-check against provider list. Flag any discrepancies.
✗ NO — Provider Not Responding
+7 days: Second request — call billing/records dept directly
+14 days: HIPAA-compliant written request with deadline
+21 days: Contact office manager. Threaten HIPAA complaint in writing.
Provider closed: Check state medical board for successor or custodian
After 3 fails: Attorney letter or subpoena
Won't send bills: Ask for billing summary/superbill. Contact billing dept separately.
+14 days: HIPAA-compliant written request with deadline
+21 days: Contact office manager. Threaten HIPAA complaint in writing.
Provider closed: Check state medical board for successor or custodian
After 3 fails: Attorney letter or subpoena
Won't send bills: Ask for billing summary/superbill. Contact billing dept separately.
▼
Are ALL bills and records accounted for?
Click to expand
✓ YES — All Collected
Organize demand package. Calculate total meds/specials. Move to demand preparation.
✗ NO — Still Missing Items
Close to deadline: Send demand with what you have + reservation of rights. Don't let perfect be the enemy of done.
Hospital lien: Request payoff amount in writing. Note it and proceed.
After 3 fails per provider: Attorney letter or subpoena
Hospital lien: Request payoff amount in writing. Note it and proceed.
After 3 fails per provider: Attorney letter or subpoena
▼
PHASE 5 — DEMAND PREPARATION & SUBMISSION
$25K: Days 30–40 (demand policy limits — no negotiation)
$50K: Days 65–80
$100K+: Days 90–110
Prepare & Send Demand
✓ Compile demand package: all bills, records, treatment summary
✓ Calculate total medical specials
✓ Include lost wages and property damage docs if applicable
✓ Quality check: does the story make sense? Any gaps?
✓ $25K cases: Demand policy limits. Prove claim exceeds $25K. No negotiation needed.
✓ Update Filevine phase: Write Demand → Demand Drafted → Demand Sent
✓ Calculate total medical specials
✓ Include lost wages and property damage docs if applicable
✓ Quality check: does the story make sense? Any gaps?
✓ $25K cases: Demand policy limits. Prove claim exceeds $25K. No negotiation needed.
✓ Update Filevine phase: Write Demand → Demand Drafted → Demand Sent
▼
Is the demand ready to send on time for this policy tier?
Click to expand
✓ YES — Demand Sent
Set calendar reminder for 7–10 day follow-up after adjuster receives demand. Proceed to negotiation.
✗ NO — Demand Delayed
Missing bills/records: Send with what you have + reservation of rights
Treatment ongoing: Get FIRM end date. No end in sight → Attorney review
Demand not drafted: IMMEDIATE ESCALATION to CM Lead — #1 reason cases miss their window
Waiting on client info: Set 48-hour deadline. Send without if needed.
Treatment ongoing: Get FIRM end date. No end in sight → Attorney review
Demand not drafted: IMMEDIATE ESCALATION to CM Lead — #1 reason cases miss their window
Waiting on client info: Set 48-hour deadline. Send without if needed.
▼
PHASE 6 — NEGOTIATION & RESOLUTION
$25K: Days 35–45 (carrier pays limits or escalate)
$50K: Days 75–90
$100K+: Days 100–120
Track Response & Negotiate
✓ Follow up with adjuster 7–10 days after demand receipt
✓ Document response and any counter-offers
✓ Keep client informed of all developments
✓ $25K: Carrier should tender limits. If not, escalate fast.
✓ $50K–$100K+: Prepare settlement evaluation for attorney. Negotiate within authority.
✓ Document response and any counter-offers
✓ Keep client informed of all developments
✓ $25K: Carrier should tender limits. If not, escalate fast.
✓ $50K–$100K+: Prepare settlement evaluation for attorney. Negotiate within authority.
▼
Did the adjuster respond to the demand?
Click to expand
✓ YES — Got a Response
Reasonable counter: Present to attorney. Negotiate within authority.
Lowball offer: Document why inadequate. Counter with evidence. Alert attorney.
Denial: Immediate attorney review — litigation referral
$25K policy limits tendered: Accept. Move to settlement immediately.
Lowball offer: Document why inadequate. Counter with evidence. Alert attorney.
Denial: Immediate attorney review — litigation referral
$25K policy limits tendered: Accept. Move to settlement immediately.
✗ NO — No Response
Day 14 post-demand: Call + email follow-up
Day 21: Call supervisor. Written follow-up with read receipt
Day 30: Bad faith notice
Adjuster changed: Get new adjuster info. Re-send demand.
Parallel track: Begin pre-litigation prep — don't wait forever
Day 21: Call supervisor. Written follow-up with read receipt
Day 30: Bad faith notice
Adjuster changed: Get new adjuster info. Re-send demand.
Parallel track: Begin pre-litigation prep — don't wait forever
▼
PHASE 7 — SETTLEMENT OR HANDOFF
$25K: By Day 45 — DONE
$50K: By Day 90 — DONE
$100K+: By Day 120 — DONE or litigation handoff
Is the case resolved or moving to paralegal/litigation?
Click to expand
✓ RESOLVED — Settled
✓ Confirm settlement amount with attorney
✓ Send settlement docs to paralegal team
✓ Enter settlement expenses and reduction amounts in Filevine
✓ Update phase to Settlement / Settlement Disbursement
✓ Notify client of next steps
Case exits CM ownership → Paralegal Team
✓ Send settlement docs to paralegal team
✓ Enter settlement expenses and reduction amounts in Filevine
✓ Update phase to Settlement / Settlement Disbursement
✓ Notify client of next steps
Case exits CM ownership → Paralegal Team
✗ NOT RESOLVED — Handoff
Going to litigation: Prepare complete case file. Brief the paralegal.
Liability disputed: Compile all evidence. Attorney review for litigation
Low offer standoff: Attorney decides: accept, counter, or litigate.
Ensure clean handoff: Nothing should surprise the next person touching this file.
Liability disputed: Compile all evidence. Attorney review for litigation
Low offer standoff: Attorney decides: accept, counter, or litigate.
Ensure clean handoff: Nothing should surprise the next person touching this file.
▼
✓ CASE RESOLUTION
Your case should now be in one of these states:
☐ SETTLED — Handed off to paralegal for disbursement
☐ IN NEGOTIATION — Active counter-offers with clear timeline
☐ PRE-LITIGATION — File prepped, attorney reviewing for suit
☐ EXCEPTION — Documented reason for delay with revised plan
Case past its tier deadline with no demand sent and no documented exception = PROCESS FAILURE
☐ SETTLED — Handed off to paralegal for disbursement
☐ IN NEGOTIATION — Active counter-offers with clear timeline
☐ PRE-LITIGATION — File prepped, attorney reviewing for suit
☐ EXCEPTION — Documented reason for delay with revised plan
Case past its tier deadline with no demand sent and no documented exception = PROCESS FAILURE
Troubleshooting & Issue Reference
Every issue that can stall, kill, or devalue a case — organized by category. Click any scenario to expand the resolution. These aren't suggestions, they're protocols. Follow them.
1. Intake & Setup
Wrong defendant identified
1. Review crash report and insurance correspondence immediately
2. Correct defendant info in Filevine
3. Send updated LOR to correct party/carrier
4. If LOR went to wrong party — send correction letter ASAP
5. If suit was filed against wrong defendant → Attorney immediately
This is a potential malpractice issue. Fix it the moment you discover it.
2. Correct defendant info in Filevine
3. Send updated LOR to correct party/carrier
4. If LOR went to wrong party — send correction letter ASAP
5. If suit was filed against wrong defendant → Attorney immediately
This is a potential malpractice issue. Fix it the moment you discover it.
Wrong insurance carrier or claim number entered
1. Pull crash report to verify correct carrier
2. Call correct carrier to confirm/open claim
3. Update Filevine with correct info
4. Re-send LOR to correct carrier
5. If bills/records requests went to wrong carrier — redirect immediately
2. Call correct carrier to confirm/open claim
3. Update Filevine with correct info
4. Re-send LOR to correct carrier
5. If bills/records requests went to wrong carrier — redirect immediately
No policy limits confirmation
1. Send written request for policy limits disclosure to carrier
2. Many states require disclosure within 30–60 days of request
3. Follow up at Day 14 and Day 30 if no response
4. Check client's own UM/UIM declarations page for stacking potential
5. Unknown limits = unknown tier. Cannot set case timeline until confirmed.
2. Many states require disclosure within 30–60 days of request
3. Follow up at Day 14 and Day 30 if no response
4. Check client's own UM/UIM declarations page for stacking potential
5. Unknown limits = unknown tier. Cannot set case timeline until confirmed.
No 1P benefits explored: MedPay, PIP, UM/UIM
1. Review client's own auto policy declarations
2. Check for MedPay — can cover treatment costs upfront
3. Check for PIP (in PIP states)
4. Check UM/UIM for underinsured/uninsured scenarios
5. Check household members' policies for stacking
6. Failure to explore 1P benefits = leaving money on the table and potential malpractice
2. Check for MedPay — can cover treatment costs upfront
3. Check for PIP (in PIP states)
4. Check UM/UIM for underinsured/uninsured scenarios
5. Check household members' policies for stacking
6. Failure to explore 1P benefits = leaving money on the table and potential malpractice
Statute of limitations not calendared correctly
THIS IS A MALPRACTICE-LEVEL ISSUE
1. Verify SOL for the jurisdiction and claim type immediately
2. Calendar the SOL deadline in Filevine AND a separate calendar
3. Set warning alerts at 90, 60, and 30 days before SOL
4. Different SOLs: personal injury, property damage, minors, government entities
5. GA: 2 years PI, 4 years property
6. TX: 2 years PI
7. LA: 1 year PI (prescriptive period)
8. If SOL is approaching → Attorney must review for suit filing IMMEDIATELY
1. Verify SOL for the jurisdiction and claim type immediately
2. Calendar the SOL deadline in Filevine AND a separate calendar
3. Set warning alerts at 90, 60, and 30 days before SOL
4. Different SOLs: personal injury, property damage, minors, government entities
5. GA: 2 years PI, 4 years property
6. TX: 2 years PI
7. LA: 1 year PI (prescriptive period)
8. If SOL is approaching → Attorney must review for suit filing IMMEDIATELY
Venue or jurisdiction misidentified
1. Verify accident location and applicable jurisdiction
2. Check if federal diversity jurisdiction applies
3. Confirm correct court for filing if suit needed
4. Wrong venue can result in dismissal → Attorney review
2. Check if federal diversity jurisdiction applies
3. Confirm correct court for filing if suit needed
4. Wrong venue can result in dismissal → Attorney review
No conflict check completed
1. Run conflict check immediately against all parties
2. Check defendant names, carrier, other passengers, witnesses
3. If conflict found — Attorney must determine if representation can continue
4. Document conflict check in Filevine regardless of result
2. Check defendant names, carrier, other passengers, witnesses
3. If conflict found — Attorney must determine if representation can continue
4. Document conflict check in Filevine regardless of result
Representation not fully executed (retainer, HIPAA, disclosures, e-sign gaps)
1. Audit the file for all required documents
2. Send missing docs to client for signature immediately
3. Use e-sign with read receipts — track completion
4. Do NOT proceed with case work until representation docs are complete
5. Flag incomplete files daily until resolved
2. Send missing docs to client for signature immediately
3. Use e-sign with read receipts — track completion
4. Do NOT proceed with case work until representation docs are complete
5. Flag incomplete files daily until resolved
Client contact info incomplete or outdated
1. Verify phone, email, and mailing address at intake
2. Ask for alternate contact (spouse, parent, emergency)
3. If contact fails later — try alternate, check social media, skip trace
4. Update Filevine immediately when new info obtained
2. Ask for alternate contact (spouse, parent, emergency)
3. If contact fails later — try alternate, check social media, skip trace
4. Update Filevine immediately when new info obtained
No property damage / total loss coordination
1. Determine if PD claim needs to be filed separately
2. Coordinate with adjuster on PD vs BI claims
3. If total loss — help client understand process and rental coverage
4. Get photos of vehicle damage BEFORE vehicle is repaired/scrapped
5. PD documentation strengthens BI claim — don't ignore it
2. Coordinate with adjuster on PD vs BI claims
3. If total loss — help client understand process and rental coverage
4. Get photos of vehicle damage BEFORE vehicle is repaired/scrapped
5. PD documentation strengthens BI claim — don't ignore it
2. Liability & Evidence
Crash report not ordered or reviewed
1. Order crash report immediately if not already done
By state:
• GA: Request from Georgia Department of Driver Services or BuyACrash.com ($6–$20)
• TX: Request from TxDOT or CrashReport.txdot.gov ($6 online)
• LA: Request from Louisiana State Police or local PD. LACrash.com for state police reports
• IL: Illinois State Police or local PD. Online at ilsos.gov for state police
• NC: DMV crash report request or local PD
2. Review for: fault determination, citations, witness info, insurance info
3. If report has errors — document and note discrepancies for demand
4. If no report was filed — try to file a late report or get a CAD/dispatch log
5. Upload to Filevine immediately upon receipt
By state:
• GA: Request from Georgia Department of Driver Services or BuyACrash.com ($6–$20)
• TX: Request from TxDOT or CrashReport.txdot.gov ($6 online)
• LA: Request from Louisiana State Police or local PD. LACrash.com for state police reports
• IL: Illinois State Police or local PD. Online at ilsos.gov for state police
• NC: DMV crash report request or local PD
2. Review for: fault determination, citations, witness info, insurance info
3. If report has errors — document and note discrepancies for demand
4. If no report was filed — try to file a late report or get a CAD/dispatch log
5. Upload to Filevine immediately upon receipt
Scene, vehicle, and injury photos missing
1. Ask client for any photos/videos from scene
2. Check if other parties or witnesses took photos
3. Google Maps/Street View for scene context
4. If vehicle not yet repaired — get photos NOW
5. If injuries are visible — have client photograph bruising/scarring
6. Visual evidence is the most persuasive in a demand. Don't skip this.
2. Check if other parties or witnesses took photos
3. Google Maps/Street View for scene context
4. If vehicle not yet repaired — get photos NOW
5. If injuries are visible — have client photograph bruising/scarring
6. Visual evidence is the most persuasive in a demand. Don't skip this.
Witnesses not contacted early
1. Get witness info from crash report and client
2. Contact within first 7 days — memories fade fast
3. Get recorded or written statement if possible
4. Log contact info and statement summary in Filevine
5. If witness uncooperative — note it; may need subpoena later
2. Contact within first 7 days — memories fade fast
3. Get recorded or written statement if possible
4. Log contact info and statement summary in Filevine
5. If witness uncooperative — note it; may need subpoena later
911 / CAD / body cam / dash cam / surveillance not preserved
1. Request 911 recordings and CAD logs from dispatch
2. Request body cam/dash cam from responding officers (public records request)
3. Identify nearby businesses with surveillance cameras
4. Send preservation/spoliation letters to all evidence holders ASAP
5. Most surveillance auto-deletes in 30–90 days — time-critical
6. File FOIA/open records requests as needed by state
2. Request body cam/dash cam from responding officers (public records request)
3. Identify nearby businesses with surveillance cameras
4. Send preservation/spoliation letters to all evidence holders ASAP
5. Most surveillance auto-deletes in 30–90 days — time-critical
6. File FOIA/open records requests as needed by state
Spoliation letter not sent
1. Send immediately if evidence may be destroyed
2. Send to: opposing party, their carrier, businesses with cameras, vehicle repair shops, towing companies
3. Include specific evidence to preserve: video, vehicle, black box data, phone records
4. Send via certified mail with return receipt
5. Failure to send can result in lost evidence with no recourse
2. Send to: opposing party, their carrier, businesses with cameras, vehicle repair shops, towing companies
3. Include specific evidence to preserve: video, vehicle, black box data, phone records
4. Send via certified mail with return receipt
5. Failure to send can result in lost evidence with no recourse
Comparative fault facts developing against client
1. Assess percentage of fault exposure
2. GA: Modified comparative — client must be less than 50% at fault
3. TX: Modified comparative — client must be 50% or less
4. LA: Pure comparative — recovery reduced by fault percentage
5. Gather evidence to minimize client's fault contribution
6. If fault split looks bad → Attorney strategy session on viability
2. GA: Modified comparative — client must be less than 50% at fault
3. TX: Modified comparative — client must be 50% or less
4. LA: Pure comparative — recovery reduced by fault percentage
5. Gather evidence to minimize client's fault contribution
6. If fault split looks bad → Attorney strategy session on viability
Independent witnesses contradict client
1. Document the contradictions clearly
2. Interview client again about the discrepancies
3. Look for other evidence to corroborate either version
4. Attorney must know about this — affects case value and strategy
5. Do NOT hide or ignore contradictions — they will come out
2. Interview client again about the discrepancies
3. Look for other evidence to corroborate either version
4. Attorney must know about this — affects case value and strategy
5. Do NOT hide or ignore contradictions — they will come out
Commercial defendant involved but no early evidence hold
1. Identify the commercial entity (trucking company, rideshare, employer)
2. Send spoliation letter to company AND driver immediately
3. Request driver logs, maintenance records, drug test results, GPS data
4. Check FMCSA records for trucking violations
5. Commercial defendants destroy evidence quickly — act in first 48 hours if possible
2. Send spoliation letter to company AND driver immediately
3. Request driver logs, maintenance records, drug test results, GPS data
4. Check FMCSA records for trucking violations
5. Commercial defendants destroy evidence quickly — act in first 48 hours if possible
Unknown third-party defendant not investigated
1. Review crash report for all parties listed
2. Ask client about any other vehicles or contributing factors
3. Check for road defects, construction zones, product defects
4. Investigate employer liability, vehicle owner vs driver
5. Additional defendants = additional insurance coverage
2. Ask client about any other vehicles or contributing factors
3. Check for road defects, construction zones, product defects
4. Investigate employer liability, vehicle owner vs driver
5. Additional defendants = additional insurance coverage
Police narrative or diagram harmful and unaddressed
1. Review the report narrative and diagram carefully
2. Note specific inaccuracies or contested points
3. Gather independent evidence that contradicts the report
4. Prepare a rebuttal for the demand package
5. Do NOT ignore a bad report — address it head-on in the demand
2. Note specific inaccuracies or contested points
3. Gather independent evidence that contradicts the report
4. Prepare a rebuttal for the demand package
5. Do NOT ignore a bad report — address it head-on in the demand
Issue retrieving police/crash report
By state:
• GA: BuyACrash.com (GEARS system) or local PD records division. If not on BuyACrash, call investigating agency directly. Allow 7–14 days for processing.
• TX: CrashReport.txdot.gov for state roads. Local PD for city streets. $6 online, may take 10+ business days for complex crashes.
• LA: LACrash.com for State Police reports. Parish Sheriff or city PD for local reports. Can take 2–4 weeks.
• IL: Illinois State Police for state roads. Local PD for city streets. May require written request or FOIA.
• NC: DMV crash report request form. Local PD records division. $6+ fee.
General troubleshooting:
1. If report says "pending" or "under investigation" — follow up weekly
2. If report not filed — contact investigating officer directly
3. If officer says no report was written — request CAD/dispatch log as proof of response
4. For fatal or serious injury crashes, reports may take 30–60+ days
5. Set a Filevine reminder to follow up every 7 days until received
• GA: BuyACrash.com (GEARS system) or local PD records division. If not on BuyACrash, call investigating agency directly. Allow 7–14 days for processing.
• TX: CrashReport.txdot.gov for state roads. Local PD for city streets. $6 online, may take 10+ business days for complex crashes.
• LA: LACrash.com for State Police reports. Parish Sheriff or city PD for local reports. Can take 2–4 weeks.
• IL: Illinois State Police for state roads. Local PD for city streets. May require written request or FOIA.
• NC: DMV crash report request form. Local PD records division. $6+ fee.
General troubleshooting:
1. If report says "pending" or "under investigation" — follow up weekly
2. If report not filed — contact investigating officer directly
3. If officer says no report was written — request CAD/dispatch log as proof of response
4. For fatal or serious injury crashes, reports may take 30–60+ days
5. Set a Filevine reminder to follow up every 7 days until received
3. Treatment & Medical Proof
Client delayed initial treatment
1. Document the reason for the delay
2. If days/weeks since accident — get them in ASAP
3. Adjusters will use any delay as evidence injuries aren't serious
4. If ER was skipped — document why (e.g., adrenaline, didn't realize severity)
5. Have provider document onset of symptoms relative to accident
2. If days/weeks since accident — get them in ASAP
3. Adjusters will use any delay as evidence injuries aren't serious
4. If ER was skipped — document why (e.g., adrenaline, didn't realize severity)
5. Have provider document onset of symptoms relative to accident
Large treatment gap with no explanation
CASE VALUE KILLER
1. Call client immediately — find out why
2. Document the reason in Filevine (transportation, work, financial, felt better)
3. Get client back in treatment ASAP
4. Have provider document the gap and explain continued medical necessity
5. Any gap >14 days WILL be used against you by the adjuster
6. Prepare to address the gap proactively in the demand
1. Call client immediately — find out why
2. Document the reason in Filevine (transportation, work, financial, felt better)
3. Get client back in treatment ASAP
4. Have provider document the gap and explain continued medical necessity
5. Any gap >14 days WILL be used against you by the adjuster
6. Prepare to address the gap proactively in the demand
Noncompliance with provider recommendations
1. Contact client — understand why they're not following the plan
2. Common: fear of injections, cost concerns, distrust of treatment
3. Educate: noncompliance = adjuster argument that injuries aren't real
4. If client refuses recommended treatment — document their decision
5. Attorney should be aware — affects case valuation
2. Common: fear of injections, cost concerns, distrust of treatment
3. Educate: noncompliance = adjuster argument that injuries aren't real
4. If client refuses recommended treatment — document their decision
5. Attorney should be aware — affects case valuation
Client stopped treatment too early
1. Call client — determine if discharge was by provider or self-directed
2. If self-directed — educate on impact to case value
3. If provider discharged — get discharge notes documenting status
4. If client needs more treatment but stopped — find out why and solve it
5. An incomplete treatment record weakens the demand significantly
2. If self-directed — educate on impact to case value
3. If provider discharged — get discharge notes documenting status
4. If client needs more treatment but stopped — find out why and solve it
5. An incomplete treatment record weakens the demand significantly
Referral pipeline stalled: no lien-friendly provider, MRI, ortho, pain management
1. Check firm's approved provider list for the client's area
2. Contact provider relations team for referral options
3. If new market (Chicago, Charlotte, New Orleans) — Escalate to Ops for provider development
4. Consider cash-pay options if lien unavailable
5. MRI facilities — check for mobile MRI options or imaging centers with lower rates
6. Don't let treatment stall because you can't find a provider — this is solvable
2. Contact provider relations team for referral options
3. If new market (Chicago, Charlotte, New Orleans) — Escalate to Ops for provider development
4. Consider cash-pay options if lien unavailable
5. MRI facilities — check for mobile MRI options or imaging centers with lower rates
6. Don't let treatment stall because you can't find a provider — this is solvable
Prior injuries or degenerative findings not addressed
1. Review medical records for pre-existing conditions
2. Get provider to document aggravation vs new injury
3. "Eggshell plaintiff" doctrine: defendant takes plaintiff as they find them
4. Have provider explain how accident worsened pre-existing condition
5. Do NOT hide prior injuries — address them proactively in the demand
2. Get provider to document aggravation vs new injury
3. "Eggshell plaintiff" doctrine: defendant takes plaintiff as they find them
4. Have provider explain how accident worsened pre-existing condition
5. Do NOT hide prior injuries — address them proactively in the demand
Causation weakness: mild impact / low property damage / delayed symptoms
1. Document objective findings (MRI, diagnostic imaging)
2. Get provider opinion letter on causation
3. Research low-impact studies supporting injury claims
4. Photos of vehicle damage can be misleading — document thoroughly
5. Delayed symptoms are medically recognized — have provider document
6. Weak causation = lower value. Attorney should set realistic expectations.
2. Get provider opinion letter on causation
3. Research low-impact studies supporting injury claims
4. Photos of vehicle damage can be misleading — document thoroughly
5. Delayed symptoms are medically recognized — have provider document
6. Weak causation = lower value. Attorney should set realistic expectations.
Mental health, TBI, neuro, or pain complaints not properly documented
1. Refer to appropriate specialist (neuropsych, psychiatrist, neurologist)
2. Ensure symptoms are documented in medical records, not just client reports
3. Cognitive testing, psychological evaluations add significant value
4. PTSD, anxiety, depression from accident are compensable
5. TBI screening should be done for any head impact
6. These damages can exceed physical injury value — don't overlook them
2. Ensure symptoms are documented in medical records, not just client reports
3. Cognitive testing, psychological evaluations add significant value
4. PTSD, anxiety, depression from accident are compensable
5. TBI screening should be done for any head impact
6. These damages can exceed physical injury value — don't overlook them
Minor client or family treatment not being tracked correctly
1. Minor cases require separate tracking and special handling
2. Guardian must authorize all treatment and legal decisions
3. Minor settlements require court approval in most states
4. Track all family members' treatment separately in Filevine
5. Minor case deadlines differ — SOL may be tolled until age of majority
2. Guardian must authorize all treatment and legal decisions
3. Minor settlements require court approval in most states
4. Track all family members' treatment separately in Filevine
5. Minor case deadlines differ — SOL may be tolled until age of majority
Final discharge / MMI status not documented
1. Contact treating provider for final status report
2. MMI (Maximum Medical Improvement) determination is critical for demand
3. If provider won't issue MMI letter — request narrative report
4. Document any permanent restrictions or future care recommendations
5. Cannot properly value case without knowing final medical status
2. MMI (Maximum Medical Improvement) determination is critical for demand
3. If provider won't issue MMI letter — request narrative report
4. Document any permanent restrictions or future care recommendations
5. Cannot properly value case without knowing final medical status
4. Records, Bills & Liens
Records requested but not followed up
1. Set follow-up reminders for every request: 7, 14, 21 days
2. A request without follow-up is the same as no request
3. Track status per provider in Filevine
4. After 3 attempts — escalate per provider troubleshooting protocol
2. A request without follow-up is the same as no request
3. Track status per provider in Filevine
4. After 3 attempts — escalate per provider troubleshooting protocol
Bills received but not entered
1. Enter bills in Filevine immediately upon receipt
2. Match bill to correct provider and date of service
3. Unrecorded bills = understated specials = lower demand value
4. Audit file weekly for any bills sitting in uploads but not logged
2. Match bill to correct provider and date of service
3. Unrecorded bills = understated specials = lower demand value
4. Audit file weekly for any bills sitting in uploads but not logged
Dates uploaded in Filevine but not logged in fields
1. Documents in the file but not reflected in tracking fields are invisible to reporting
2. Update all date fields when documents are received
3. This directly affects your Delta score and case health metrics
4. Run a self-audit: compare uploaded docs to logged field dates
2. Update all date fields when documents are received
3. This directly affects your Delta score and case health metrics
4. Run a self-audit: compare uploaded docs to logged field dates
Bills and records do not match provider list
1. Reconcile provider list against received records and bills
2. Identify gaps: provider treated client but no records/bills received
3. Identify extras: records from provider not on the list (investigate)
4. Update provider list in Filevine to match reality
2. Identify gaps: provider treated client but no records/bills received
3. Identify extras: records from provider not on the list (investigate)
4. Update provider list in Filevine to match reality
Missing itemized billing
1. Request itemized statement with CPT codes from provider
2. Summary bills without itemization are weak in demands
3. Adjusters will challenge non-itemized bills
4. If provider only sends a summary — request a superbill or encounter form
2. Summary bills without itemization are weak in demands
3. Adjusters will challenge non-itemized bills
4. If provider only sends a summary — request a superbill or encounter form
Outstanding balances not tied to correct provider
1. Reconcile each balance to its provider and date range
2. Ensure no double-counting of charges
3. Separate facility charges from professional charges
4. Update Filevine billing section with clean allocations
2. Ensure no double-counting of charges
3. Separate facility charges from professional charges
4. Update Filevine billing section with clean allocations
Duplicate providers / duplicate charges
1. Review for providers billed under different names (facility vs practice group)
2. Check for duplicate CPT codes on same date of service
3. Clean up duplicates in Filevine
4. Duplicates in a demand = credibility problem with adjuster
2. Check for duplicate CPT codes on same date of service
3. Clean up duplicates in Filevine
4. Duplicates in a demand = credibility problem with adjuster
Health insurance, Medicare, Medicaid, VA, or ERISA lien exposure unidentified
LIEN EXPOSURE CAN EAT THE ENTIRE SETTLEMENT
1. Ask client at intake: do you have health insurance? Medicare? Medicaid? VA?
2. If health insurance paid — they may have subrogation rights
3. Medicare/Medicaid liens are federal priority — MUST be resolved before disbursement
4. ERISA plans have strong subrogation rights
5. Check CMS MSPRC for Medicare conditional payment info
6. Identify ALL lien holders early — affects net recovery and settlement strategy
1. Ask client at intake: do you have health insurance? Medicare? Medicaid? VA?
2. If health insurance paid — they may have subrogation rights
3. Medicare/Medicaid liens are federal priority — MUST be resolved before disbursement
4. ERISA plans have strong subrogation rights
5. Check CMS MSPRC for Medicare conditional payment info
6. Identify ALL lien holders early — affects net recovery and settlement strategy
Reduction not requested early enough
1. Start reduction negotiations as soon as bills are finalized
2. Don't wait until settlement to negotiate reductions
3. Contact each provider/lien holder with reduction request
4. Document all reduction offers and approvals
5. Late reductions delay disbursement and frustrate clients
2. Don't wait until settlement to negotiate reductions
3. Contact each provider/lien holder with reduction request
4. Document all reduction offers and approvals
5. Late reductions delay disbursement and frustrate clients
Specials exceed policy with no strategy shift
1. When medical specials approach or exceed policy limits — reassess strategy
2. Consider: demand policy limits, explore UM/UIM, evaluate litigation value
3. Discuss with attorney: is there additional coverage to pursue?
4. If specials far exceed policy — demand limits immediately, don't wait
5. Continuing to rack up bills against an insufficient policy helps nobody
2. Consider: demand policy limits, explore UM/UIM, evaluate litigation value
3. Discuss with attorney: is there additional coverage to pursue?
4. If specials far exceed policy — demand limits immediately, don't wait
5. Continuing to rack up bills against an insufficient policy helps nobody
5. Client Cooperation & Expectations
Client changed phone number / unreachable
1. Try all known numbers, email addresses
2. Contact emergency/alternate contact on file
3. Check social media for updated contact info
4. Send certified letter to last known address
5. If all fails — skip trace services
6. After exhausting all options → Attorney for withdrawal consideration
2. Contact emergency/alternate contact on file
3. Check social media for updated contact info
4. Send certified letter to last known address
5. If all fails — skip trace services
6. After exhausting all options → Attorney for withdrawal consideration
Client giving inconsistent facts
1. Document all versions of events with dates
2. Gently confront discrepancies — give client chance to clarify
3. Compare client statements to crash report and medical records
4. Inconsistencies WILL be discovered in negotiation or litigation — Attorney must know
5. Do not coach or suggest answers — document what they tell you
2. Gently confront discrepancies — give client chance to clarify
3. Compare client statements to crash report and medical records
4. Inconsistencies WILL be discovered in negotiation or litigation — Attorney must know
5. Do not coach or suggest answers — document what they tell you
Social media activity harming claim
1. Advise client at intake: do NOT post about accident, injuries, or activities
2. Do not tell client to delete posts (spoliation)
3. Advise to set profiles to private
4. Document any problematic posts you become aware of
5. Adjusters and defense attorneys WILL check social media
2. Do not tell client to delete posts (spoliation)
3. Advise to set profiles to private
4. Document any problematic posts you become aware of
5. Adjusters and defense attorneys WILL check social media
Client speaking directly with adjuster after representation
1. Contact adjuster — remind them all communication goes through the firm
2. Re-send LOR if needed with specific instruction
3. Educate client: never speak to adjuster, refer all calls to us
4. If recorded statement was given — Attorney must review immediately
5. Document what was said if possible
2. Re-send LOR if needed with specific instruction
3. Educate client: never speak to adjuster, refer all calls to us
4. If recorded statement was given — Attorney must review immediately
5. Document what was said if possible
Client posts, admissions, or prior claims discovered
1. Document the discovery thoroughly
2. Compare against client's representations
3. Check for prior claims through ISO/Claims databases if available
4. Attorney must be informed — affects strategy and credibility
5. Prior claims don't kill a case but must be addressed proactively
2. Compare against client's representations
3. Check for prior claims through ISO/Claims databases if available
4. Attorney must be informed — affects strategy and credibility
5. Prior claims don't kill a case but must be addressed proactively
Client wants quick money and resists treatment plan
1. Empathize with financial pressure
2. Explain: settling early means significantly less money
3. If they need immediate help — explore MedPay, PIP, or litigation funding
4. Set clear expectations on timeline tied to their policy tier
5. Never promise a settlement amount or timeline
6. If client insists → Attorney call to discuss options
2. Explain: settling early means significantly less money
3. If they need immediate help — explore MedPay, PIP, or litigation funding
4. Set clear expectations on timeline tied to their policy tier
5. Never promise a settlement amount or timeline
6. If client insists → Attorney call to discuss options
Client expectations not managed on liability, value, or timeline
1. Have an honest conversation about case strengths and weaknesses
2. Explain the policy tier timeline at the start
3. Don't overpromise to keep the client happy
4. Set check-in schedule so client feels informed
5. Under-promise, over-deliver — always
2. Explain the policy tier timeline at the start
3. Don't overpromise to keep the client happy
4. Set check-in schedule so client feels informed
5. Under-promise, over-deliver — always
Client moved out of state
1. Update contact info and address immediately
2. Find treatment providers in their new area
3. Verify jurisdiction hasn't changed for the claim
4. Update Filevine with new location
5. Adjust communication methods (time zone, contact preferences)
2. Find treatment providers in their new area
3. Verify jurisdiction hasn't changed for the claim
4. Update Filevine with new location
5. Adjust communication methods (time zone, contact preferences)
Client incarcerated, hospitalized, or otherwise unavailable
1. Document the situation and expected duration
2. Get emergency contact or family member for communication
3. If hospitalized — treatment is still occurring, track it
4. If incarcerated — arrange communication through facility protocols
5. Attorney review — may need to toll deadlines or adjust strategy
2. Get emergency contact or family member for communication
3. If hospitalized — treatment is still occurring, track it
4. If incarcerated — arrange communication through facility protocols
5. Attorney review — may need to toll deadlines or adjust strategy
Estate / probate issue if client dies
IMMEDIATE ATTORNEY INVOLVEMENT REQUIRED
1. Case may convert to wrongful death or survival action
2. Estate representative must be appointed to continue claim
3. SOL may change — verify immediately
4. All communication shifts to estate representative
5. This fundamentally changes the case — do not proceed without attorney direction
1. Case may convert to wrongful death or survival action
2. Estate representative must be appointed to continue claim
3. SOL may change — verify immediately
4. All communication shifts to estate representative
5. This fundamentally changes the case — do not proceed without attorney direction
6. Demand Readiness
Demand drafted before file is actually complete
1. Run completeness checklist before drafting:
— All providers accounted for?
— All bills and records received?
— Treatment complete or MMI reached?
— Lost wages documented?
— Property damage resolved?
2. A premature demand undermines credibility
3. Supplementing a demand repeatedly looks disorganized to adjusters
— All providers accounted for?
— All bills and records received?
— Treatment complete or MMI reached?
— Lost wages documented?
— Property damage resolved?
2. A premature demand undermines credibility
3. Supplementing a demand repeatedly looks disorganized to adjusters
No coverage analysis before demand amount chosen
1. Confirm policy limits before setting demand amount
2. Demanding $250K on a $25K policy wastes everyone's time
3. Identify all available coverage: liability, UM/UIM, MedPay, umbrella
4. Strategy changes based on coverage available
2. Demanding $250K on a $25K policy wastes everyone's time
3. Identify all available coverage: liability, UM/UIM, MedPay, umbrella
4. Strategy changes based on coverage available
No policy-limits strategy
1. When specials approach or exceed limits: demand full limits
2. When value clearly exceeds limits: policy limits demand + UM/UIM claim
3. When liability is questionable: consider demand below limits for quick resolution
4. Document the strategy reasoning for the file
2. When value clearly exceeds limits: policy limits demand + UM/UIM claim
3. When liability is questionable: consider demand below limits for quick resolution
4. Document the strategy reasoning for the file
Demand missing wage loss, future care, permanency, or pain and suffering support
1. Wage loss: Get employer verification letter, pay stubs, tax returns
2. Future care: Provider letter estimating ongoing treatment needs
3. Permanency: MMI report with permanent restrictions or impairment rating
4. Pain and suffering: Client declaration, day-in-the-life narrative, photos
5. Missing any of these = lower demand value and weaker negotiation position
2. Future care: Provider letter estimating ongoing treatment needs
3. Permanency: MMI report with permanent restrictions or impairment rating
4. Pain and suffering: Client declaration, day-in-the-life narrative, photos
5. Missing any of these = lower demand value and weaker negotiation position
Missing key exhibits
1. Standard exhibit list: crash report, photos, medical records, bills, lost wage docs, declarations page
2. Review demand against exhibit list before sending
3. Missing exhibits = adjuster asks for them = delay
4. One complete package is always better than two supplement packages
2. Review demand against exhibit list before sending
3. Missing exhibits = adjuster asks for them = delay
4. One complete package is always better than two supplement packages
Demand sent to wrong adjuster / wrong address / wrong portal
1. Verify adjuster name, address, and submission method before sending
2. Many carriers have online portals now — use them
3. If sent wrong — re-send immediately and confirm receipt
4. Document the error and correct contact info in Filevine
2. Many carriers have online portals now — use them
3. If sent wrong — re-send immediately and confirm receipt
4. Document the error and correct contact info in Filevine
No demand deadline or follow-up tickler
1. Set response deadline in the demand letter (typically 30 days)
2. Calendar follow-up at Day 14 and Day 30 post-send
3. Track demand status in Filevine
4. A demand without follow-up is a demand forgotten
2. Calendar follow-up at Day 14 and Day 30 post-send
3. Track demand status in Filevine
4. A demand without follow-up is a demand forgotten
Demand amount not aligned with venue, liability, or available coverage
1. Research comparable verdicts/settlements in the venue
2. Adjust for liability exposure (comparative fault discount)
3. Don't demand $500K when policy is $50K and liability is questionable
4. Attorney should approve demand amount on high-value or complex cases
2. Adjust for liability exposure (comparative fault discount)
3. Don't demand $500K when policy is $50K and liability is questionable
4. Attorney should approve demand amount on high-value or complex cases
Demand package ignores prior injuries instead of framing them
1. Never pretend prior injuries don't exist — adjusters have access to records
2. Frame as aggravation: "Client had managed condition that was significantly worsened"
3. Get provider to differentiate pre-existing vs accident-related
4. Address prior injuries head-on in the demand narrative
5. Ignoring = losing credibility when adjuster finds them
2. Frame as aggravation: "Client had managed condition that was significantly worsened"
3. Get provider to differentiate pre-existing vs accident-related
4. Address prior injuries head-on in the demand narrative
5. Ignoring = losing credibility when adjuster finds them
7. Negotiation & Carrier Issues
Carrier not confirming coverage
1. Send written coverage confirmation request
2. Cite state-specific disclosure requirements
3. Follow up at Day 14 and Day 30
4. If still stonewalling — Attorney letter demanding disclosure
5. May need to file suit to compel discovery of coverage
2. Cite state-specific disclosure requirements
3. Follow up at Day 14 and Day 30
4. If still stonewalling — Attorney letter demanding disclosure
5. May need to file suit to compel discovery of coverage
Reservation of rights / coverage defense issue
1. Get the ROR letter and review it carefully
2. Attorney must review — this means carrier may deny coverage
3. Identify the specific exclusion or defense being raised
4. Assess whether claim can proceed under other coverage (UM/UIM)
5. May need declaratory judgment action to resolve coverage
2. Attorney must review — this means carrier may deny coverage
3. Identify the specific exclusion or defense being raised
4. Assess whether claim can proceed under other coverage (UM/UIM)
5. May need declaratory judgment action to resolve coverage
Multiple claimants competing for limited policy
1. Identify all claimants and their claims
2. Carrier may interplead funds with the court
3. Attorney strategy needed — first to settle may get most
4. Explore client's own UM/UIM for the gap
5. Document all communications about allocation
2. Carrier may interplead funds with the court
3. Attorney strategy needed — first to settle may get most
4. Explore client's own UM/UIM for the gap
5. Document all communications about allocation
Recorded statement problem
1. Client should NEVER give a recorded statement without attorney approval
2. If statement was given — request a copy immediately
3. Review for damaging admissions
4. Prepare to address any harmful statements in demand
5. Educate client: refer ALL adjuster contact to the firm
2. If statement was given — request a copy immediately
3. Review for damaging admissions
4. Prepare to address any harmful statements in demand
5. Educate client: refer ALL adjuster contact to the firm
EUO / IME requested
1. Attorney involvement required
2. EUO (Examination Under Oath): typically UM/UIM claims — must comply
3. IME (Independent Medical Exam): defense-hired doctor examination
4. Prepare client thoroughly before either
5. Request all documents and reports generated from IME
2. EUO (Examination Under Oath): typically UM/UIM claims — must comply
3. IME (Independent Medical Exam): defense-hired doctor examination
4. Prepare client thoroughly before either
5. Request all documents and reports generated from IME
Adjuster changed and file restarted
1. Get new adjuster contact info
2. Re-send demand package and all prior correspondence
3. Provide summary of negotiation history
4. Re-establish response timeline
5. New adjuster = new evaluation. Previous verbal offers may not survive the transfer.
2. Re-send demand package and all prior correspondence
3. Provide summary of negotiation history
4. Re-establish response timeline
5. New adjuster = new evaluation. Previous verbal offers may not survive the transfer.
Offer below threshold but no escalation plan
1. Document the offer and gap between offer and demand
2. Prepare written counter with justification
3. If gap is too wide for negotiation — escalation options:
— Supervisor review at carrier
— Bad faith letter
— Pre-litigation posture
— File suit
4. Attorney decides: accept, counter, or litigate
2. Prepare written counter with justification
3. If gap is too wide for negotiation — escalation options:
— Supervisor review at carrier
— Bad faith letter
— Pre-litigation posture
— File suit
4. Attorney decides: accept, counter, or litigate
Tender issued with problematic release language
1. NEVER sign a release without attorney review
2. Watch for: broad indemnity, future claims waiver, confidentiality
3. Medicare Set-Aside or reporting language
4. Negotiate release terms before signing
5. Standard carrier releases often contain overreaching language
2. Watch for: broad indemnity, future claims waiver, confidentiality
3. Medicare Set-Aside or reporting language
4. Negotiate release terms before signing
5. Standard carrier releases often contain overreaching language
UM/UIM carrier not put on notice
1. Put client's own UM/UIM carrier on notice early
2. Required in many states to preserve right to UM/UIM claim
3. Send LOR to UM/UIM carrier even if not making claim yet
4. Track UM/UIM separately from liability claim
5. Failure to notice UM/UIM carrier can forfeit the claim
2. Required in many states to preserve right to UM/UIM claim
3. Send LOR to UM/UIM carrier even if not making claim yet
4. Track UM/UIM separately from liability claim
5. Failure to notice UM/UIM carrier can forfeit the claim
Subrogation carrier complicating settlement
1. Identify all subrogation interests early
2. Negotiate reduction of subrogation lien (often possible)
3. Check state-specific rules on subrogation (some states limit carrier recovery)
4. ERISA plans have strong federal subrogation rights — harder to reduce
5. Never disburse settlement without resolving all subrogation claims
2. Negotiate reduction of subrogation lien (often possible)
3. Check state-specific rules on subrogation (some states limit carrier recovery)
4. ERISA plans have strong federal subrogation rights — harder to reduce
5. Never disburse settlement without resolving all subrogation claims
State Farm IVR — can't reach a person
1. Press 0 repeatedly to bypass the automated system and reach a live agent
2. This works on State Farm's main claims line and most regional numbers
3. Once connected, get the adjuster's direct number and extension for future calls
4. If still stuck, try calling early morning (8–9 AM local) for shorter hold times
5. Document every call attempt with date, time, and outcome in Filevine
2. This works on State Farm's main claims line and most regional numbers
3. Once connected, get the adjuster's direct number and extension for future calls
4. If still stuck, try calling early morning (8–9 AM local) for shorter hold times
5. Document every call attempt with date, time, and outcome in Filevine
Progressive — assigned adjuster not responding
1. Progressive uses assigned adjusters — always request the assigned adjuster by name
2. If not responding, escalate to their supervisor (ask the general line for supervisor contact)
3. Send a written follow-up email to create a paper trail
4. If still no response after 14 days — formal demand letter referencing failure to respond
5. Document all contact attempts — non-responsiveness can support a bad faith claim
2. If not responding, escalate to their supervisor (ask the general line for supervisor contact)
3. Send a written follow-up email to create a paper trail
4. If still no response after 14 days — formal demand letter referencing failure to respond
5. Document all contact attempts — non-responsiveness can support a bad faith claim
Policy limits verification — carrier stonewalling
1. Send a formal written request citing state disclosure requirements
2. GA: O.C.G.A. § 33-3-28 requires disclosure within 30 days of written request
3. TX: Send demand under Stowers Doctrine for full policy limits
4. Check for umbrella/excess policies — carrier may not volunteer this
5. If carrier refuses — Attorney bad faith letter or motion to compel
2. GA: O.C.G.A. § 33-3-28 requires disclosure within 30 days of written request
3. TX: Send demand under Stowers Doctrine for full policy limits
4. Check for umbrella/excess policies — carrier may not volunteer this
5. If carrier refuses — Attorney bad faith letter or motion to compel
ACH payment not received after settlement
1. Confirm bank routing and account numbers are correct in the carrier system
2. Allow 3–5 business days for standard ACH processing
3. Call carrier to confirm payment was released and get confirmation number
4. If over 5 business days — request trace on the ACH transfer
5. If payment was returned — verify account info and resubmit immediately
2. Allow 3–5 business days for standard ACH processing
3. Call carrier to confirm payment was released and get confirmation number
4. If over 5 business days — request trace on the ACH transfer
5. If payment was returned — verify account info and resubmit immediately
8. Litigation Escalation
Suit should have been filed already but was not
IMMEDIATE ATTORNEY REVIEW
1. Check SOL — how much time remains?
2. Determine why suit wasn't filed (oversight, strategy, staffing?)
3. If SOL is approaching — emergency suit filing
4. Document the reason for delay
5. This is a potential malpractice exposure — treat it seriously
1. Check SOL — how much time remains?
2. Determine why suit wasn't filed (oversight, strategy, staffing?)
3. If SOL is approaching — emergency suit filing
4. Document the reason for delay
5. This is a potential malpractice exposure — treat it seriously
Defendant not located for service
1. Try all known addresses
2. Skip trace / people search databases
3. Check DMV records, voter registration, property records
4. If still not found — service by publication (court order required)
5. Unserved defendant = case cannot proceed — Attorney must strategize
2. Skip trace / people search databases
3. Check DMV records, voter registration, property records
4. If still not found — service by publication (court order required)
5. Unserved defendant = case cannot proceed — Attorney must strategize
Service deadline missed or at risk
1. Check state-specific service deadlines (typically 90–120 days after filing)
2. If deadline approaching — use process server or sheriff immediately
3. If missed — motion for extension of time
4. Failure to serve = case dismissed — Attorney action required
2. If deadline approaching — use process server or sheriff immediately
3. If missed — motion for extension of time
4. Failure to serve = case dismissed — Attorney action required
Arbitration / venue / removal issue
1. Check if arbitration clause applies
2. Review for mandatory vs voluntary arbitration
3. If removal to federal court — assess impact on case strategy
4. All venue/jurisdiction motions — Attorney handling required
2. Review for mandatory vs voluntary arbitration
3. If removal to federal court — assess impact on case strategy
4. All venue/jurisdiction motions — Attorney handling required
No lawsuit budget or approval path
1. Litigation has costs: filing fees, expert fees, deposition costs
2. Get cost estimate before filing
3. Determine if firm can advance costs
4. Attorney must approve litigation budget before committing
2. Get cost estimate before filing
3. Determine if firm can advance costs
4. Attorney must approve litigation budget before committing
Discovery responses overdue
1. Check discovery deadlines and responses due
2. If overdue — respond immediately to avoid sanctions
3. Request extensions if needed (before deadline, not after)
4. Discovery defaults can result in adverse rulings or case dismissal
2. If overdue — respond immediately to avoid sanctions
3. Request extensions if needed (before deadline, not after)
4. Discovery defaults can result in adverse rulings or case dismissal
Medical chronology not ready for litigation
1. Compile complete treatment timeline from all providers
2. Include dates, providers, diagnoses, procedures, and charges
3. Flag gaps, inconsistencies, or pre-existing conditions
4. This is the backbone of the litigation file — must be thorough
2. Include dates, providers, diagnoses, procedures, and charges
3. Flag gaps, inconsistencies, or pre-existing conditions
4. This is the backbone of the litigation file — must be thorough
Experts not identified timely
1. Identify needed experts early: medical, accident reconstruction, vocational, economic
2. Check expert disclosure deadlines in the case schedule
3. Retain and schedule early — good experts book up
4. Missing expert deadline = expert excluded = case weakened
2. Check expert disclosure deadlines in the case schedule
3. Retain and schedule early — good experts book up
4. Missing expert deadline = expert excluded = case weakened
Mediation not set early enough
1. Most cases benefit from early mediation
2. Propose mediation before trial prep costs escalate
3. Select mediator acceptable to both sides
4. Prepare mediation statement and settlement authority in advance
2. Propose mediation before trial prep costs escalate
3. Select mediator acceptable to both sides
4. Prepare mediation statement and settlement authority in advance
Case stuck in pre-lit because nobody owns escalation
1. This is the most common reason cases die — ASSIGN AN OWNER
2. Clear decision: continue negotiation or file suit
3. Set a hard deadline for the decision
4. If nobody is making the call — escalate to managing attorney
5. A case sitting in pre-lit limbo is losing value every day
2. Clear decision: continue negotiation or file suit
3. Set a hard deadline for the decision
4. If nobody is making the call — escalate to managing attorney
5. A case sitting in pre-lit limbo is losing value every day
9. Settlement & Disbursement
Settlement reached but release not reviewed promptly
1. Review release within 48 hours of receipt
2. Check for: scope of release, indemnity, confidentiality, Medicare
3. Negotiate problematic language before signing
4. Never rush a release — but don't let it sit for weeks either
2. Check for: scope of release, indemnity, confidentiality, Medicare
3. Negotiate problematic language before signing
4. Never rush a release — but don't let it sit for weeks either
Release contains indemnity, confidentiality, hold harmless, or Medicare language problem
1. Attorney must review and approve all release language
2. Broad indemnity: pushes future liability onto client
3. Medicare reporting: ensure proper MSP compliance
4. Negotiate removal or modification of overreaching terms
5. Standard carrier releases often need redlining
2. Broad indemnity: pushes future liability onto client
3. Medicare reporting: ensure proper MSP compliance
4. Negotiate removal or modification of overreaching terms
5. Standard carrier releases often need redlining
Check issued incorrectly
1. Verify payee names, amount, and mailing address
2. If incorrect — request reissue immediately
3. Check if check is payable to firm trust account (as it should be)
4. Track reissue timeline — follow up at Day 7 and Day 14
2. If incorrect — request reissue immediately
3. Check if check is payable to firm trust account (as it should be)
4. Track reissue timeline — follow up at Day 7 and Day 14
Missing trust / lien payoff documentation
1. Get final lien payoff amounts in writing from all lien holders
2. Confirm reduction agreements are documented
3. Do NOT disburse until all lien obligations are clear
4. Disbursing without resolving liens = potential trust account violation
2. Confirm reduction agreements are documented
3. Do NOT disburse until all lien obligations are clear
4. Disbursing without resolving liens = potential trust account violation
Reductions still pending after settlement
1. Prioritize reduction negotiations immediately after settlement
2. Clients are waiting for their money — delays here are very frustrating
3. Set daily follow-up on pending reductions
4. Get written confirmations of all reductions
5. If provider won't negotiate — Attorney decision on paying full vs disputing
2. Clients are waiting for their money — delays here are very frustrating
3. Set daily follow-up on pending reductions
4. Get written confirmations of all reductions
5. If provider won't negotiate — Attorney decision on paying full vs disputing
Client unavailable to sign settlement documents
1. Send via e-sign with deadline
2. If no email — arrange in-person or notarized signing
3. If client is out of state — ship overnight with prepaid return
4. If truly unreachable — follow client communication escalation protocol
5. Settlement funds cannot be disbursed without signed release
2. If no email — arrange in-person or notarized signing
3. If client is out of state — ship overnight with prepaid return
4. If truly unreachable — follow client communication escalation protocol
5. Settlement funds cannot be disbursed without signed release
Structured settlement or minor settlement approval needed
1. Structured settlement: needs structured settlement broker involvement
2. Minor settlement: court approval required in most states
3. GA: Petition to superior court for minor settlement approval
4. TX: Court approval required, funds held in trust or restricted account
5. Attorney handles all court filings — CM ensures file is complete
2. Minor settlement: court approval required in most states
3. GA: Petition to superior court for minor settlement approval
4. TX: Court approval required, funds held in trust or restricted account
5. Attorney handles all court filings — CM ensures file is complete
Probate or guardianship issue blocks disbursement
1. If client deceased or incapacitated — estate representative needed
2. Probate process must be initiated or guardianship established
3. Settlement funds held in trust until proper representative appointed
4. Attorney handles all probate/guardianship coordination
2. Probate process must be initiated or guardianship established
3. Settlement funds held in trust until proper representative appointed
4. Attorney handles all probate/guardianship coordination
Fee or cost dispute internally
1. Review retainer agreement for fee structure
2. Document all costs advanced with receipts
3. Disputes go to managing attorney for resolution
4. Provide client with detailed closing statement showing all deductions
2. Document all costs advanced with receipts
3. Disputes go to managing attorney for resolution
4. Provide client with detailed closing statement showing all deductions
Settlement funds received but not moved to closing fast enough
1. Funds should be deposited to trust account upon receipt
2. Prepare closing statement immediately
3. Resolve all liens and reductions
4. Target 14–21 days from settlement check receipt to client disbursement
5. Client should never wait more than 30 days for disbursement after settlement
2. Prepare closing statement immediately
3. Resolve all liens and reductions
4. Target 14–21 days from settlement check receipt to client disbursement
5. Client should never wait more than 30 days for disbursement after settlement
10. Internal Systems & Compliance
Wrong case owner in Filevine
1. Verify correct CM assignment
2. Update owner immediately
3. If case was reassigned — complete handoff memo
4. Wrong owner = missed tasks, missed deadlines, no accountability
2. Update owner immediately
3. If case was reassigned — complete handoff memo
4. Wrong owner = missed tasks, missed deadlines, no accountability
Phase changed without completing prerequisite tasks
1. Moving a case forward without completing the current phase's work = fake progress
2. Audit the case against phase requirements before any phase change
3. Fake progress is tracked on your dashboard and reported to leadership
4. If prior phase work is incomplete — complete it or document why it can't be done
2. Audit the case against phase requirements before any phase change
3. Fake progress is tracked on your dashboard and reported to leadership
4. If prior phase work is incomplete — complete it or document why it can't be done
Task automation missing for a phase
1. Check if phase transition triggers exist for required tasks
2. If missing — Report to Ops for Filevine automation setup
3. Manual workaround: create tasks manually when entering new phase
4. Don't wait for automation to do the work that needs doing now
2. If missing — Report to Ops for Filevine automation setup
3. Manual workaround: create tasks manually when entering new phase
4. Don't wait for automation to do the work that needs doing now
Notes exist in activity but key fields not updated
1. Notes without field updates = invisible to reporting and Delta scoring
2. When logging activity, ALSO update the corresponding Filevine fields
3. Fields drive dashboards, metrics, and case health — notes alone don't
4. Self-audit: compare your notes to field values weekly
2. When logging activity, ALSO update the corresponding Filevine fields
3. Fields drive dashboards, metrics, and case health — notes alone don't
4. Self-audit: compare your notes to field values weekly
Cases reassigned with no handoff memo
1. Every reassignment requires a written handoff memo
2. Include: case status, pending tasks, client temperament, deadlines
3. Receiving CM should review the file within 48 hours
4. Dropped cases after reassignment = both CMs' responsibility
2. Include: case status, pending tasks, client temperament, deadlines
3. Receiving CM should review the file within 48 hours
4. Dropped cases after reassignment = both CMs' responsibility
Intake team and case team telling different stories
1. Compare intake notes to case file
2. Resolve discrepancies by contacting the client
3. Update Filevine with verified information
4. If pattern → Ops review of intake-to-case handoff process
2. Resolve discrepancies by contacting the client
3. Update Filevine with verified information
4. If pattern → Ops review of intake-to-case handoff process
Duplicate case / duplicate matter opened
1. Identify which is the correct/primary case
2. Merge relevant notes and docs into primary
3. Close the duplicate
4. Verify no tasks or deadlines exist only on the duplicate
2. Merge relevant notes and docs into primary
3. Close the duplicate
4. Verify no tasks or deadlines exist only on the duplicate
Template or document version outdated
1. Use only firm-approved current templates
2. If you spot an outdated template — Report to Ops immediately
3. Don't modify templates on your own — request updates through proper channels
4. Outdated LORs, authorizations, or retainers can create legal issues
2. If you spot an outdated template — Report to Ops immediately
3. Don't modify templates on your own — request updates through proper channels
4. Outdated LORs, authorizations, or retainers can create legal issues
SOL or notice deadline approaching
HIGHEST PRIORITY — MALPRACTICE RISK
1. Verify exact deadline
2. Attorney must be notified immediately
3. If suit filing needed — begin preparation immediately
4. Government claims may have shorter notice periods (ante litem)
5. Document all actions taken to meet the deadline
1. Verify exact deadline
2. Attorney must be notified immediately
3. If suit filing needed — begin preparation immediately
4. Government claims may have shorter notice periods (ante litem)
5. Document all actions taken to meet the deadline
Government claim / ante litem notice issue
1. Claims against government entities have SHORT notice deadlines
2. GA: Ante litem notice within 12 months of incident for state, varies for local
3. TX: Notice within 6 months for government tort claims
4. LA: Check specific governmental entity requirements
5. Missing ante litem = claim barred forever. Attorney must handle immediately.
2. GA: Ante litem notice within 12 months of incident for state, varies for local
3. TX: Notice within 6 months for government tort claims
4. LA: Check specific governmental entity requirements
5. Missing ante litem = claim barred forever. Attorney must handle immediately.
HIPAA / privacy issue
1. Ensure all medical authorizations are current and properly executed
2. Do not share medical records with unauthorized parties
3. Verify records requests include valid authorization
4. If breach suspected — Attorney and Ops notification immediately
2. Do not share medical records with unauthorized parties
3. Verify records requests include valid authorization
4. If breach suspected — Attorney and Ops notification immediately
Trust accounting / IOLTA handling issue
IMMEDIATE ATTORNEY/MANAGEMENT INVOLVEMENT
1. Trust account rules are strict and non-negotiable
2. Client funds must never be commingled with operating funds
3. Every disbursement must be documented and authorized
4. Trust account violations = bar discipline — report any irregularity immediately
1. Trust account rules are strict and non-negotiable
2. Client funds must never be commingled with operating funds
3. Every disbursement must be documented and authorized
4. Trust account violations = bar discipline — report any irregularity immediately
No escalation path for stuck cases
1. If a case has been stalled for 14+ days with no progress — escalate
2. Escalation chain: CM Lead → Operations → Managing Attorney
3. Document what's blocking progress and what you've already tried
4. A stuck case is everyone's problem. Don't sit on it silently.
2. Escalation chain: CM Lead → Operations → Managing Attorney
3. Document what's blocking progress and what you've already tried
4. A stuck case is everyone's problem. Don't sit on it silently.
KPI says case is moving but required legal work is absent
1. Field updates without actual work = gaming the system
2. Delta scoring is designed to catch this — it cross-references data points
3. If you see this on someone else's cases — report it
4. If it's happening on your cases — stop and do the actual work
5. This is taken very seriously by leadership
2. Delta scoring is designed to catch this — it cross-references data points
3. If you see this on someone else's cases — report it
4. If it's happening on your cases — stop and do the actual work
5. This is taken very seriously by leadership
THE JR LAW GROUP · CASE MANAGER PORTAL v3 · CONFIDENTIAL · Generated 2026-03-27 21:55