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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
82 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 (19 cases)
+2.3 pts
Fix $0 bill amounts in Filevine (19 cases)
+2.3 pts
Enter missing dates/data (66 cases)
+22.7 pts
Add missing coverage (1P/3P) (26 cases)
+3.7 pts
Total Est. Impact+31.0 pts to Delta
Work by Ownership
CM Fix Today — CM Action 27
P2
Treatment (Evaluations) · 17w
Data gaps: $0 bills, no records request date, fake progress
P2
Treatment (Evaluations) · 21w
Data gaps: no records request date, fake progress
P2
Treatment (Evaluations) · 23w
Data gaps: no records request date, fake progress
P2
Treatment (Evaluations) · 19w
Data gaps: $0 bills, no records request date, no treatment start, fake progress
P2
P3
Demand Drafted · 8w
Data gaps: no records request date, fake progress
P3
P3
Treatment (Evaluations) · 9w
Data gaps: fake progress
P3
P3
Retained (Documents Signed) · 3w
Data gaps: $0 bills, no records request date, no treatment start, fake progress
P3
Treatment (Evaluations) · 4w
Data gaps: no records request date, fake progress
P3
P3
Settlement Disbursement · 7w
Data gaps: no records request date, no treatment start
P3
Settlement Disbursement · 14w
Data gaps: no records request date, no treatment start
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Treatment (Injections / PM) · 5w
Data gaps: fake progress
P3
Settlement · 7w
Data gaps: no records request date, no treatment start
P3
Settlement · 7w
Data gaps: no records request date, no treatment start
P3
Settlement Disbursement · 1w
Data gaps: no treatment start
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 3w
Data gaps: no records request date, no treatment start, fake progress
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Treatment Complete · 2w
Data gaps: fake progress
P3
Treatment (Evaluations) · 3w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 15w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 4w
Data gaps: no records request date, fake progress
P3
ATT Needs Attorney Review 29
P1
Liability Negotiation · 14w
Critical + SLA Overdue — needs attorney escalation
P1
Demand Sent (Need Response) · 0w
Critical + SLA Overdue — needs attorney escalation
P1
Demand Drafted · 3w
Critical + SLA Overdue — needs attorney escalation
P1
Write Demand · 1w
Critical + SLA Overdue — needs attorney escalation
P1
Demand Drafted · 19w
High Risk + SLA Overdue — attorney review
P2
Treatment (Evaluations) · 12w
High Risk + SLA Overdue — attorney review
P2
Treatment (Injections / PM) · 9w
High Risk + SLA Overdue — attorney review
P2
Settlement Disbursement · 0w
Critical Health — attorney review needed
P2
Settlement · 1w
Critical Health — attorney review needed
P2
Treatment (Evaluations) · 10w
High Risk + SLA Overdue — attorney review
P2
P2
Treatment (Injections / PM) · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment (Evaluations) · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment (Evaluations) · 6w
High Risk + SLA Overdue — attorney review
P2
Treatment (Injections / PM) · 5w
High Risk + SLA Overdue — attorney review
P2
Demand Sent (Need Response) · 0w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 0w
High Risk + SLA Overdue — attorney review
P2
Write Demand · 0w
High Risk + SLA Overdue — attorney review
P2
Demand Sent (Need Response) · 0w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 4w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 3w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 3w
High Risk + SLA Overdue — attorney review
P2
Treatment (Evaluations) · 3w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 3w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 3w
High Risk + SLA Overdue — attorney review
PRV Needs Provider Follow-Up 0
OPS Needs Ops / Admin Cleanup 26
P1
P1
P1
Demand Drafted · 23w
Missing coverage (1P/3P) — Ops cleanup
P1
Demand Drafted · 14w
Missing coverage (1P/3P) — Ops cleanup
P1
P2
Demand Drafted · 7w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 10w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Evaluations) · 15w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Evaluations) · 25w
Missing coverage (1P/3P) — Ops cleanup
P2
Write Demand · 0w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 19w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 3w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 2w
Missing coverage (1P/3P) — Ops cleanup
P2
Demand Drafted · 2w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 9w
Missing coverage (1P/3P) — Ops cleanup
P2
Settlement Disbursement · 15w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 7w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 7w
Missing coverage (1P/3P) — Ops cleanup
P3
Demand Drafted · 7w
Missing coverage (1P/3P) — Ops cleanup
P3
Pre-Lit · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 2w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 2w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 4w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Referred Out · 2w
Missing coverage (1P/3P) — Ops cleanup
P1
Priority 1 — Fix Today
10Priority 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)
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-02-03
59 weeksCase Age
14wk / 6wk SLAPhase Duration
$10000Coverage
$23,342Billed
$13,342 overOver-Policy
Royel MoonParalegal
2025-02-03Intake Date
FAKE PROGRESS
CHECK
Score drivers: Critical SLA 14wk Over-policy $13,342 Fake Progress No touch 21d
To-Do Items
To-Do
Liability Negotiation
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 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
2024-05-27
31 weeksCase Age
20wk / 6wk SLAPhase Duration
$9,281Billed
$9,281 overOver-Policy
Royel MoonParalegal
2025-08-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 20wk Over-policy $9,281 Fake Progress No touch 28d
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
2025-10-11
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$28,484Billed
$3,484 overOver-Policy
Royel MoonParalegal
2025-10-27Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $3,484 Fake Progress
To-Do Items
To-Do
Demand Sent (Need Response)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — E
Date of Loss
2025-10-11
23 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$29,268Billed
$4,268 overOver-Policy
Royel MoonParalegal
2025-10-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $4,268 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-06-07
93 weeksCase Age
25wk / 6wk SLAPhase Duration
$23,507Billed
$23,507 overOver-Policy
Royel MoonParalegal
2024-06-13Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $23,507 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
2025-03-25
52 weeksCase Age
23wk / 6wk SLAPhase Duration
$21,234Billed
$21,234 overOver-Policy
Royel MoonParalegal
2025-03-25Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 23wk Over-policy $21,234 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-06-01
93 weeksCase Age
14wk / 6wk SLAPhase Duration
$2,140Billed
$2,140 overOver-Policy
Royel MoonParalegal
2024-06-10Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 14wk Over-policy $2,140 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2023-12-22
117 weeksCase Age
14wk / 6wk SLAPhase Duration
$12,405Billed
$12,405 overOver-Policy
Royel MoonParalegal
2023-12-26Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 14wk Over-policy $12,405 Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
Date of Loss
2025-12-10
14 weeksCase Age
1wk / 12wk SLAPhase Duration
$26000Coverage
$43,648Billed
$17,648 overOver-Policy
Royel MoonParalegal
2025-12-15Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 1wk Over-policy $17,648 Fake Progress
To-Do Items
To-Do
Write Demand
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
Date of Loss
2025-06-29
38 weeksCase Age
19wk / 12wk SLAPhase Duration
$30000Coverage
$9,707Billed
Royel MoonParalegal
2025-06-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 19wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
P2
Priority 2 — This Week
40🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-15
31 weeksCase Age
7wk / 6wk SLAPhase Duration
$53,256Billed
$53,256 overOver-Policy
Royel MoonParalegal
2025-08-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: SLA 7wk Over-policy $53,256 Fake Progress No touch 28d
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-07
24 weeksCase Age
10wk / 6wk SLAPhase Duration
$18,475Billed
$18,475 overOver-Policy
Royel MoonParalegal
2025-10-07Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
CHECK
Score drivers: SLA 10wk Over-policy $18,475 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-03
15 weeksCase Age
12wk / 6wk SLAPhase Duration
$25000Coverage
Royel MoonParalegal
2025-12-08Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 12wk 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
2025-11-18
18 weeksCase Age
9wk / 6wk SLAPhase Duration
$25000Coverage
$10,460Billed
Royel MoonParalegal
2025-11-20Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 9wk Fake Progress No touch 21d
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
2026-01-25
8 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$56,013Billed
$31,013 overOver-Policy
Royel MoonParalegal
2026-01-27Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $31,013
To-Do Items
To-Do
Settlement Disbursement
⚪ 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
2025-09-09
28 weeksCase Age
1wk / 6wk SLAPhase Duration
$10000Coverage
$10,417Billed
$417 overOver-Policy
Royel MoonParalegal
2025-09-10Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $417
To-Do Items
To-Do
Settlement
🟠 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2025-12-28
12 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$8,875Billed
Royel MoonParalegal
2025-12-30Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 10wk 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-12
20 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$25,025Billed
Royel MoonParalegal
2025-11-07Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress
To-Do Items
To-Do
Pre-Lit
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-09
24 weeksCase Age
15wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-10-08Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 15wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-11-06
20 weeksCase Age
17wk / 17wk SLAPhase Duration
$5000000Coverage
Royel MoonParalegal
2025-11-07Intake Date
FAKE PROGRESS 🟥 Missing: Bills (Amount Billed = 0)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 17wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-09
23 weeksCase Age
21wk / 17wk SLAPhase Duration
$100000Coverage
$12,764Billed
Royel MoonParalegal
2025-10-13Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 21wk 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-10-03
23 weeksCase Age
23wk / 17wk SLAPhase Duration
$1000000Coverage
$38,699Billed
Royel MoonParalegal
2025-10-13Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 23wk 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
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-11-04
20 weeksCase Age
19wk / 17wk SLAPhase Duration
$25000000Coverage
Royel MoonParalegal
2025-11-05Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 19wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
38
Thalia Castillo CHIPOTLE POISIONING
DATA ISSUESLA OVERDUETreatment (Evaluations) 25wk — OVER SLA
14d
▾
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-06-04
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
🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2025-07-01
20 weeksCase Age
0wk / 6wk SLAPhase Duration
$9,225Billed
$9,225 overOver-Policy
Royel MoonParalegal
2025-11-04Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
CHECK
Score drivers: SLA 0wk Over-policy $9,225 Fake Progress
To-Do Items
To-Do
Write Demand
🟠 TREATMENT COMPLETE — ENTER START/END DATES
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-11
23 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$6,444Billed
Royel MoonParalegal
2025-10-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
⚪ 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
2025-07-23
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-07-24Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment Complete
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-23
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$2,485Billed
Royel MoonParalegal
2025-07-24Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment Complete
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2026-01-22
9 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$12,235Billed
Royel MoonParalegal
2026-01-22Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk 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
2025-07-23
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$14,717Billed
Royel MoonParalegal
2025-07-24Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment Complete
🟠 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
2024-10-29
73 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$868Billed
Royel MoonParalegal
2024-10-31Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment Complete
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-12-02
16 weeksCase Age
6wk / 6wk SLAPhase Duration
$25000Coverage
$695Billed
Royel MoonParalegal
2025-12-02Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 6wk 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
2025-05-17
20 weeksCase Age
3wk / 6wk SLAPhase Duration
$75Billed
$75 overOver-Policy
Royel MoonParalegal
2025-11-06Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $75 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
2025-07-19
34 weeksCase Age
5wk / 6wk SLAPhase Duration
$15000Coverage
$6,721Billed
Royel MoonParalegal
2025-07-29Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 5wk 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
2025-11-05
19 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$9,980Billed
Royel MoonParalegal
2025-11-10Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk Fake Progress
To-Do Items
To-Do
Demand Sent (Need Response)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-11-27
16 weeksCase Age
0wk / 6wk SLAPhase Duration
$5000Coverage
$1,421Billed
Royel MoonParalegal
2025-12-01Intake Date
FAKE PROGRESS
🟡 CHECK: BILLS PENDING
Score drivers: High Risk SLA 0wk Fake Progress
To-Do Items
To-Do
Treatment Complete
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-11-27
17 weeksCase Age
0wk / 6wk SLAPhase Duration
$15000Coverage
$2,627Billed
Royel MoonParalegal
2025-11-29Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk Fake Progress
To-Do Items
To-Do
Write Demand
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-11
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$22,357Billed
Royel MoonParalegal
2025-10-27Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk Fake Progress
To-Do Items
To-Do
Demand Sent (Need Response)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-05
23 weeksCase Age
2wk / 6wk SLAPhase Duration
$12,322Billed
$12,322 overOver-Policy
Royel MoonParalegal
2025-10-15Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 2wk Over-policy $12,322 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 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
2025-06-04
15 weeksCase Age
2wk / 6wk SLAPhase Duration
$11,676Billed
$11,676 overOver-Policy
Royel MoonParalegal
2025-12-09Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 2wk Over-policy $11,676 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2025-06-19
39 weeksCase Age
4wk / 6wk SLAPhase Duration
$25000Coverage
$14,854Billed
Royel MoonParalegal
2025-06-23Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 4wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-06
24 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$20,925Billed
Royel MoonParalegal
2025-10-09Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk 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
$25000Coverage
$4,276Billed
Royel MoonParalegal
2025-10-06Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-10-13
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$5,877Billed
Royel MoonParalegal
2025-12-04Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-09
28 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$11,762Billed
Royel MoonParalegal
2025-09-11Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 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
2025-12-09
14 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$10,395Billed
Royel MoonParalegal
2025-12-15Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-02
28 weeksCase Age
10wk / 17wk SLAPhase Duration
$100000Coverage
$17,079Billed
Royel MoonParalegal
2025-09-10Intake Date
FAKE PROGRESS
CHECK
Score drivers: SLA 10wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-26
39 weeksCase Age
15wk / 6wk SLAPhase Duration
$21,570Billed
$21,570 overOver-Policy
Royel MoonParalegal
2025-06-26Intake Date
CHECK
Score drivers: Over-policy $21,570 No touch 42d
To-Do Items
To-Do
Settlement Disbursement
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
66 CM-Owned
16 Paralegal Team
Delta scored on 66 CM-owned cases only
50.4/100
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.
Allanah Spirit
82 cases · 82 active · 60 SLA overdue · 72 fake progress
78.0%
Action Rate
PERFORMING
Core Activity
11
Phase
Advances
Advances
1/ 19
Bills Req
/ Needed
/ Needed
2/ 66
Records Req
/ Needed
/ Needed
0/ 79
Reductions
/ Eligible
/ Eligible
49/ 98
Tasks
Done
Done
Uploads & Data Fixes
1/ 85
Bills/Recs
Uploaded
Uploaded
0/ 26
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
0
Archived /
Moved
Moved
37/ 82
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
19/ 82
$0 Bills
82/ 82
$0 Reductions
60/ 82
$0 Expenses
81/ 82
$0 Settlements
74/ 82
$0 Liens
🔴 0 reduction requests — 79 cases eligible
🔴 26 cases missing policy limits (32%)
🟠 72 cases flagged as fake progress (88%)
🟠 18 cases over policy limits
$35,831,000Pipeline
66CM Cases
16Paralegal
REVENUE
94.1%
Bills Expected34 cases
Total Billed$977,991
Total Settled$9,500
Pipeline Value$35,831,000
Scored on Treatment Complete+ cases only
CLIENT HAPPINESS
24.2%
CM Healthy16
High Risk33
Critical6
Fake Progress72 (88%)
Scored on 66 CM-owned cases
TIME / SLA
18.2%
CM On Track12
Due Soon5
CM Overdue54
Avg Case Age184 days
Scored on 66 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
8
0–45 days
45-Day Payday window
12
46–90 days
90-Day Quick Turn
10
91–120 days
120-Day Review
22
121–180 days
Escalation zone
24
181–365 days
Aging inventory
6
>365 days
Legacy — review needed
Average: 184d
Median: 164d
45-Day eligible: 8
90-Day eligible: 20
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
0.0%
Reduction Rate (target 70%)
Total Billed$977,991
Write-Offs$0
Providers227
PROVIDER TIER BREAKDOWN
Good (≥70%)0
OK (50–69%)0
Weak (<50%)162
No Billing62
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
66
CM-OWNED
16
PARALEGAL TEAM
82
TOTAL IN FILEVINE
CM INTAKE & ONBOARDING (4 cases)
—
Lead (Intake)
Not in current dataset
3
Retained (Documents Signed)
Avg 10.3 wks · max 19.0 wks
Avg exceeds SLA (45d)
1
Referred Out
Avg 2.0 wks · max 2.0 wks
CM ACTIVE TREATMENT (36 cases)
24
Treatment (Evaluations)
Avg 9.2 wks · max 25.0 wks
Avg exceeds SLA (45d)
—
Treatment (MRI Review)
Not in current dataset
5
Treatment (Injections / PM)
Avg 6.6 wks · max 9.0 wks
Avg exceeds SLA (45d)
7
Treatment Complete
Avg 4.6 wks · max 7.0 wks
CM DEMAND PIPELINE (27 cases)
3
Write Demand
Avg 0.3 wks · max 1.0 wks
21
Demand Drafted
Avg 6.5 wks · max 23.0 wks
3
Demand Sent (Need Response)
Avg 0.0 wks · max 0.0 wks
PARALEGAL NEGOTIATION & PRE-LIT (3 cases)
1
Liability Negotiation
Avg 14.0 wks · max 14.0 wks
Avg exceeds SLA (45d)
2
Pre-Lit
Avg 4.0 wks · max 8.0 wks
PARALEGAL LITIGATION (3 cases)
3
Litigation
Avg 19.7 wks · max 25.0 wks
Avg exceeds SLA (45d)
PARALEGAL SETTLEMENT & DISBURSEMENT (9 cases)
4
Settlement
Avg 3.8 wks · max 7.0 wks
5
Settlement Disbursement
Avg 7.4 wks · max 15.0 wks
Avg exceeds SLA (45d)
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 |
|---|---|---|---|---|---|
| Litigation | 19.7 | 25.0 | 3 | SLOW | 3/3 overdue — needs intervention |
| Liability Negotiation | 14.0 | 14.0 | 1 | WATCH | 1/1 overdue — needs intervention |
| Retained (Documents Signed) | 10.3 | 19.0 | 3 | WATCH | 2/3 overdue — needs intervention |
| Treatment (Evaluations) | 9.2 | 25.0 | 24 | WATCH | 14/24 overdue — needs intervention |
| Settlement Disbursement | 7.4 | 15.0 | 5 | WATCH | Exceeds SLA (45d allowed) |
| Treatment (Injections / PM) | 6.6 | 9.0 | 5 | WATCH | 5/5 overdue — needs intervention |
| Demand Drafted | 6.5 | 23.0 | 21 | OK | 21/21 overdue — needs intervention |
| Treatment Complete | 4.6 | 7.0 | 7 | OK | 6/7 overdue — needs intervention |
| Pre-Lit | 4.0 | 8.0 | 2 | WATCH | 2/2 overdue — needs intervention |
| Settlement | 3.8 | 7.0 | 4 | WATCH | Within acceptable range |
| Referred Out | 2.0 | 2.0 | 1 | WATCH | Within acceptable range |
| Write Demand | 0.3 | 1.0 | 3 | WATCH | 3/3 overdue — needs intervention |
| Demand Sent (Need Response) | 0.0 | 0.0 | 3 | WATCH | 3/3 overdue — needs intervention |
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.AS
Allanah Spirit
Strategic Focus Directive
Primary Focus: Drive MRIs and medical records collection to break treatment logjams — only 1 bill requested out of 19 needing bills is unacceptable for your 24-case Treatment backlog.
Action Items:
1Complete MRI ordering/follow-up on ALL 24 Treatment (Evaluations) cases this week — these are your 45-Day Payday blockers and must advance to injections/specialist phase immediately
2Request outstanding bills on remaining 18 cases needing bills by Wednesday — you're at 5% completion rate when you should be leading the team at 80%+
3Submit 15+ records requests by Friday (currently 2/66 completed) — focus on cases closest to demand phase to create settlement pipeline flow
4Complete policy limits verification on all 26 missing coverage cases — use declaration documents, not adjuster verbal confirmations (remember your $250K/$25K lesson)
Watch Item: 88% fake progress rate with 37 zero-action cases suggests you may be rushing through tasks without completing them — monitor for pencil-whipping patterns despite your strong phase advancement numbers.
▦
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.
580
Open Tasks
568
Overdue Tasks
5
Cases Not Touched >21d
All (82)Overdue (82)Assigned (16)No Activity >21d (5)Recent Activity (52)Critical (6)P1 (10)P2 (40)P3 (32)
Treatment (Evaluations) (24)Demand Drafted (21)Treatment Complete (7)Settlement Disbursement (5)Treatment (Injections / PM) (5)Settlement (4)Litigation (3)Write Demand (3)Retained (Documents Signed) (3)Demand Sent (Need Response) (3)Pre-Lit (2)Liability Negotiation (1)Referred Out (1)
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upl
Filevine System · 2026-03-27 0d ago
73 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$868Billed
Royel MoonParalegal
2024-10-31Intake Date
Score drivers: 21 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-03-10 17d ago
United health care has the ER bills has to follow up with them to get the bills and records.
OverdueFilevine System → Filevine Integration
2025-08-07 232d ago
Review the Demand Draft & Package; Ensure Accuracy of Values, Parties, and Records
OverdueCyarra Walters → Amari Kedar
2025-08-11 228d ago
Please send out the demand letter via certified mail, fax, and email. @amarikedar
OverdueAmari Kedar → Cyarra Walters
2025-07-16 254d ago
Review demand letter @cyarra1
OverdueFilevine System → Cyarra Walters
2025-05-12 319d ago
Send out Demand CERT MAIL
OverdueFilevine System → Cyarra Walters
2025-05-19 312d ago
Send Demand
OverdueFilevine System → Cyarra Walters
2025-05-19 312d ago
Send Lost Wages
OverdueCyarra Walters → Angie Colindres
2024-12-12 470d ago
Need to get a trigger point injection done. Please contact and scheduled it with Dr. Rameiro @ premier pain and spine in Stark, FL
OverdueCyarra Walters → Angie Colindres
2024-12-06 476d ago
Please send Zynex Medical A Referral Order. @angiec
Filevine System → Allanah Spirit
2026-03-27 0d 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
Task
Filevine System
2026-03-27 0d 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
Task
Filevine System
2026-03-27 0d 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
To: [kelly.jason@aoins.com](
Cc: [brendabodymvaz992275024@thejrlawgroup.filevineapp.com](
Date: Tue Mar 03 2026 09:44:15 GMT+00:00
Good afternoon, Ke
Allanah Spirit · 2026-03-03 24d ago
44 weeksCase Age
3wk / 17wk SLAPhase Duration
$100000Coverage
$9,417Billed
Royel MoonParalegal
2025-05-19Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-03-05 22d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Operations
2026-02-24 31d ago
'@operations please re write this demand with the updated records and bills and please include her daughter in it as well
OverduePrincess Robinson → Princess Robinson
2026-02-24 31d ago
Monday at 1pm @princessann1
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 → Cyarra Walters
2025-09-03 205d ago
Request All Medical Records & Bills
OverduePrincess Robinson → Cyarra Walters
2025-08-27 212d ago
putting into demand her specials are low because she could only treat on weekends because she didn't want to lose her job and I tried to accommodate but nothing around her was open on weekends and she stopped going to chiro so I just had her get her CAT scan @cyarra1
OverduePrincess Robinson → Cyarra Walters
2025-07-14 256d ago
have to send her and her daughter to a different chiro because the AICA they're going to only takes new clients on weekends and they need to treat weekend so she doesn't lose her job, she will get back to me on to let me know which Friday she will be able to get off so she can do the CT scan and get
OverduePrincess Robinson → Princess Robinson
2025-07-09 261d ago
still haven't been able to get in touch with Ms. Henderson but check in on treatment @princessann1
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please send out this demand letter via cert, fax, and email @spirit
NoteASSIGNED
Operations
2026-03-02 25d ago
To: [brendabodymvaz992275024@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 02 2026 07:29:30 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
To: [erwilliams@atlantaga.gov](
Cc: [valeriamunozz992243539@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 02:20:27 GMT+00:00
Good morning,
O
Allanah Spirit · 2026-03-11 16d ago
52 weeksCase Age
23wk / 6wk SLAPhase Duration
$21,234Billed
$21,234 overOver-Policy Exposure
Royel MoonParalegal
2025-03-25Intake Date
Score drivers: Over-policy $21,234 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2025-12-23 94d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2025-10-09 169d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-10-09 169d 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
OverdueOperations → Cyarra Walters
2025-09-30 178d ago
'@cyarra1 should I start the demand? seems they had injections and they just texted me about the case.
OverdueOperations → Cyarra Walters
2025-04-30 331d ago
'@cyarra1 hey I've had no traction with this and I'm unsure how to move forward. can you get with Alexis to let her know how to move forward with the claim.
OverdueCyarra Walters → Angie Colindres
2025-04-10 351d ago
Was liability accepted on this one? @angiec
OverdueFilevine System → Cyarra Walters
2025-04-08 353d ago
Call Valeria Munoz at 470-767-1442 to update them on the case progress.
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)
Note
Allanah Spirit
2026-03-11 16d ago
To: [erwilliams@atlantaga.gov](
Cc: [valeriamunozz992243539@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 02:20:27 GMT+00:00
Good morning,
Our office is reaching out to follow up on a claim we have submitted on Dec 18th on behave of our client Valeria Munoz. She was an accident with a poli
Task
Allanah Spirit
2026-03-02 25d ago
Called the city of ATL, to verify if they have received the demand. Rep explained she will call me tomorrow 3/3. for an update
To: [justinsweetingz992326177@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]
Operations · 2026-03-20 7d ago
28 weeksCase Age
10wk / 17wk SLAPhase Duration
$100000Coverage
$17,079Billed
Royel MoonParalegal
2025-09-10Intake Date
Score drivers: 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Royel Moon
2026-03-20 7d ago
To: [justinsweetingz992326177@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Date: Fri Mar 20 2026 07:31:23 GMT+00:00
*
Revised
OverdueRoyel Moon → Royel Moon
2026-03-09 18d ago
Pain and Suffering:
Severity of injuries
Duration of recovery
Permanent impairment
Impact on daily life
Physical pain and emotional distress
Permanency of Injuries:
Insurance companies examine whether injuries are:
Temporary
Long-term
Permanently disabling
Medical opinions, imaging results, and ex
OverdueFilevine System → Cyarra Walters
2026-01-19 67d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-19 67d 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
2026-01-18 68d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2026-01-12 74d 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
OverdueAlexis Gorman → Cyarra Walters
2025-12-04 113d ago
MRI for lower back at city meds at 10:30am
OverdueCyarra Walters → Cyarra Walters
2025-10-08 170d ago
I emailed you the two signed LOPS that need to go out @spirit
OverdueCyarra Walters → Cyarra Walters
2025-10-08 170d ago
The LOP for me to lien was never attacheed the email @spirit
Good afternoon
I am following up on my email from last week.
Any update on the signed lien?
Thank you kindly
- Syrus Suden
Insurance Verification Specialist
(718)-509-9424 Ext: 203
OverdueCyarra Walters → Cyarra Walters
2025-10-08 170d ago
I please contact Quantum Physical Therapy & Chiropractic Care 175, 41-43 Hillside Ave, Jamaica, NY 11432, and get them to send us a LOP so he can resume treatment @spirit
TaskASSIGNED
Operations
2026-03-20 7d ago
To: [justinsweetingz992326177@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Date: Fri Mar 20 2026 07:31:23 GMT+00:00
*
Revised
TaskASSIGNED
Royel Moon
2026-03-09 18d ago
Pain and Suffering:
Severity of injuries
Duration of recovery
Permanent impairment
Impact on daily life
Physical pain and emotional distress
Permanency of Injuries:
Insurance companies examine whether injuries are:
Temporary
Long-term
Permanently disabling
Medical opinions, imaging results, and ex
spoke to Client and she does want to proceed with the lawsuit @rm1
Cyarra Walters · 2026-03-20 7d ago
38 weeksCase Age
19wk / 12wk SLAPhase Duration
$30000Coverage
$9,707Billed
Royel MoonParalegal
2025-06-30Intake Date
Score drivers: 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Royel Moon
2026-03-20 7d ago
spoke to Client and she does want to proceed with the lawsuit @rm1
OverdueCyarra Walters → Cyarra Walters
2026-01-28 58d ago
The top offer is $9,343.00.
OverdueOperations → Cyarra Walters
2025-11-10 137d ago
To: [kendrickhambrickmvaz992293162@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Nov 10 2025 06:19:10 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer RD, Suite 1114
OverdueFilevine System → Cyarra Walters
2025-11-13 134d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-13 134d 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
2025-11-10 137d ago
This case needs to go into demands ASAP before she fires us. Do we have all records and bills? @spirit
OverdueFilevine System → Operations
2025-11-13 134d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-09-15 193d ago
Ms. Hambrick called and said she has completed all her treatments, please collect all records and bills @casemanager1
OverdueCyarra Walters → Cyarra Walters
2025-08-21 218d ago
Anel--
Please call her and check on treatment. Ask if shes completed her MRIs @anelvasquez
OverdueFilevine System → Princess Robinson
2025-07-15 255d ago
Call Kendrick Hambrick at 770-882-8371 to update them on the case progress.
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
spoke to Client and she does want to proceed with the lawsuit @rm1
NoteASSIGNED
Cyarra Walters
2026-01-28 58d ago
Attempted call to the adjuster
Additional information needed for Medical record request
Hewitt Mesfin · 2026-03-16 11d ago
39 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$17,945Billed
Royel MoonParalegal
2025-06-23Intake Date
Score drivers: 14 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-03 52d ago
For the attention of Client Treatment Updates
Attention: Atlanta
Andrea from Tri Medical called in regards to Brittany Duncan
She can be reached at 678-733-4533
Email: Advised on file
OverdueCyarra Walters → Cyarra Walters
2026-01-28 58d ago
Did we request her ER hospital records and bills yet? Directly through chartswap. The client is correct, its not popping up in her Mychart. Thus, we must request it directly from the hospital. @spirit
OverdueCyarra Walters → Cyarra Walters
2025-12-19 98d ago
MyOneChart Login
User: Angeldust85
Allmine25$
OverdueCyarra Walters → Cyarra Walters
2025-12-05 112d ago
Brittany is going to go into the MyChart and try to get me all the records and bills for ER visist
OverdueFilevine System → Operations
2025-11-06 141d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2025-09-27 181d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-09-27 181d 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
2025-09-10 198d ago
Settled for $2,500.00 for J'ream (minor)
OverdueFilevine System → Alexis Gorman
2025-07-08 262d ago
Call Brittany Diane Duncan at 770-802-0257 to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-06-29 271d ago
Change phase to "Treatment" once all initial file set up is complete
TaskASSIGNED
Cyarra Walters
2026-02-26 29d ago
Upload Signed SOT @princessann1
NoteASSIGNED
Cyarra Walters
2026-02-17 38d ago
She came in on 2/12 and received $500 cash advance
Wait, why dont we have the Ascension Seton Northwest Hospital bill @spirit
Cyarra Walters · 2026-03-17 10d ago
93 weeksCase Age
14wk / 6wk SLAPhase Duration
$2,140Billed
$2,140 overOver-Policy Exposure
Royel MoonParalegal
2024-06-10Intake Date
Score drivers: Over-policy $2,140 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-17 10d ago
Wait, why dont we have the Ascension Seton Northwest Hospital bill @spirit
OverdueAllanah Spirit → Cyarra Walters
2026-03-17 10d ago
The number does not work .
OverdueFilevine System → Cyarra Walters
2025-12-19 98d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-12-19 98d 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
OverdueCyarra Walters → Kailey Meregildo
2025-03-07 385d ago
Please get verbals on all the places she treated. @kaileym
OverdueFilevine System → Kailey Meregildo
2024-06-27 638d ago
Request Lost Wages
OverdueFilevine System → Kailey Meregildo
2024-06-26 639d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Kailey Meregildo
2024-06-26 639d ago
Review Case with Cyarra (Admin)
OverdueCyarra Walters → Angie Colindres
2024-06-24 641d ago
Police Report AUSTIN POLICE DEPARTMENT / 241530939
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
Wait, why dont we have the Ascension Seton Northwest Hospital bill @spirit
NoteASSIGNED
Cyarra Walters
2026-03-17 10d ago
I spoke to Keyetta ( 737)-418-7388 and she gave me permission to settle at whatever.
37 weeksCase Age
14wk / 6wk SLAPhase Duration
$25000Coverage
$18,133Billed
Royel MoonParalegal
2025-07-10Intake Date
Score drivers: 13 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2025-11-07 140d 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
2025-11-10 137d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-10 137d 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
OverdueCyarra Walters → Cyarra Walters
2025-08-27 212d ago
LIABILITY) Paige Ross, USAA Adjuster; Ext. 44816
OverdueFilevine System → Cyarra Walters
2025-08-12 227d ago
Call Kourtney Lockhart at 678-613-6076 to update them on the case progress.
OverdueCyarra Walters → Cyarra Walters
2025-08-07 232d ago
Just got off the phone with the USAA Adjuster-- He said we sent the LOR into the wrong claim.. It was sent into claim number 05164175-800, which is a completely different accident, not belonging to our client. Please call Adjuster: Robert Johnson and get the correct claim number for the liability pa
OverdueCyarra Walters → Cyarra Walters
2025-08-06 233d ago
Please send her to Ear Nose and Throat of Buckhead @amarikedar
OverdueFilevine System → Cyarra Walters
2025-08-03 236d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-07-30 240d ago
Setup Claim & Send Letters of Representation and Welcome Letter
NoteASSIGNED
Cyarra Walters
2026-01-12 74d ago
client came in todya for his disbursement.
Note
Princess Robinson
2026-01-12 74d ago
need to also get the release and send to her via vinesign, I called earlier to have the people send it to me and he didn't so if he doesn't need to call tomorrow for it
Please fix the demand and add the updated bills and records from South Fulton Regenerative Medicine @operations
Cyarra Walters · 2026-03-17 10d ago
30 weeksCase Age
3wk / 17wk SLAPhase Duration
$1000000Coverage
$47,730Billed
Royel MoonParalegal
2025-08-28Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2026-03-17 10d ago
Please fix the demand and add the updated bills and records from South Fulton Regenerative Medicine @operations
OverdueFilevine System → Operations
2026-02-15 40d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-09-30 178d ago
whats the liability decision @spirit
OverdueFilevine System → Cyarra Walters
2025-10-10 168d ago
Request Case Status
OverdueCyarra Walters → Cyarra Walters
2025-09-18 190d ago
Please call the adjuster and get the status of liability @casemanager1
OverdueFilevine System → Cyarra Walters
2025-09-02 206d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Cyarra Walters
2025-09-02 206d ago
Contact Terica Pearson with the client portal to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-09-02 206d 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 → Cyarra Walters
2025-09-02 206d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueCyarra Walters → Cyarra Walters
2025-10-27 151d ago
Need to request an open records request and video surveillance to GDOT and ASAP, we have 24 hours to do so.
Exit 224
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
Please fix the demand and add the updated bills and records from South Fulton Regenerative Medicine @operations
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
We are missing the injection bills and records from South Fulton Regenerative Medicine @spirit we need these ASAP
5835 Campbellton rd Suite 204
Atlanta,Ga 30331
Phone:404-349-3601
Fax:404-393-0691
www.southfultonrm.com
received settlement check in the mail today
Princess Robinson · 2026-03-02 25d ago
59 weeksCase Age
14wk / 6wk SLAPhase Duration
$10000Coverage
$23,342Billed
$13,342 overOver-Policy Exposure
Royel MoonParalegal
2025-02-03Intake Date
Score drivers: Critical Over-policy $13,342 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-11-19 128d ago
Frank from Progressive; They offered $1,800.00. and he is still waiting on 3 chiro bills.
OverdueFilevine System → Cyarra Walters
2025-09-27 181d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-09-27 181d 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
OverdueAngie Colindres → Cyarra Walters
2025-03-07 385d ago
Spoke with client today and let him know we are wrapping everything up. He is still having headaches and mentioned that his Dr suggested surgery for his neck. He is sending me the doctors information through text and sending over his car repair receipts,
OverdueAngie Colindres → Angie Colindres
2025-03-14 378d ago
Get itemized bill from Miami Spine Clinic @angiec Physical therapy referral
OverdueAngie Colindres → Cyarra Walters
2025-02-19 401d ago
Spoke with Miami Spine Clinic, he is at $12,200.00 with just 7 visits with them and the limits are $10,000.00. Can I go ahead and discharge or were we going through any UM ? @cyarra1
OverdueFilevine System → Princess Robinson
2025-02-19 401d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-02-26 394d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-02-26 394d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-03-05 387d ago
Coach Client Treatment Plan
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Settled at $7,500.00
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
New offer$6K.
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
93 weeksCase Age
25wk / 6wk SLAPhase Duration
$23,507Billed
$23,507 overOver-Policy Exposure
Royel MoonParalegal
2024-06-13Intake Date
Score drivers: Over-policy $23,507 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueRoyel Moon → Royel Moon
2025-12-08 109d ago
'@royel
OverdueFilevine System → Kailey Meregildo
2024-07-02 633d ago
Request Lost Wages
OverdueFilevine System → Kailey Meregildo
2024-07-01 634d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Kailey Meregildo
2024-07-01 634d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Kailey Meregildo
2024-07-08 627d ago
Coach Client Treatment Plan
OverdueAngie Colindres → Angie Colindres
2024-06-27 638d ago
Requested ER records to send over to AP Healthcare
OverdueCyarra Walters → Princess Robinson
2024-06-19 646d ago
Kendice-- Was the LOR and Spoliation completed yet ? @jeremy2
OverdueFilevine System → Kailey Meregildo
2024-07-01 634d ago
Follow up on Referral for Specialist
OverdueFilevine System → Kailey Meregildo
2024-07-01 634d ago
Injections / Surgery Updates
TaskASSIGNED
Cyarra Walters
2026-03-16 11d ago
Please return call to this client @rm1
NoteASSIGNED
Cyarra Walters
2026-02-23 32d ago
Entry of non-service
PhcallASSIGNED
Royel Moon
2026-02-06 49d ago
client stated his address is now 2653 County Rd Alexander City, AL 35010
Good afternoon,
I am writing today to confirm that you have received the below information. If so, please provide an update on the pending order(
Cyarra Walters · 2026-03-26 1d ago
17 weeksCase Age
0wk / 6wk SLAPhase Duration
$15000Coverage
$2,627Billed
Royel MoonParalegal
2025-11-29Intake Date
Score drivers: 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueShawn Taylor → Cyarra Walters
2026-03-04 23d ago
Spoke with client and she said They denied claim for vehicle , because some of her vehicle wasn't damaged from the accident . Went to doctor for check up and did therapy . She is ready to close out her case. They said she is responsible for paying $6000 in damages for her car . @cyarra1 @rm1
OverdueShawn Taylor → Cyarra Walters
2026-01-15 71d ago
Look into getting client's MRIs , they have been evaluated with X-Rays.
OverdueShawn Taylor → Cyarra Walters
2026-01-15 71d ago
She informed me that the last person (case manager) she spoke to was supposed to reach out to her with a update on the police officer's statement which was "No one was at fault".
OverdueAlexis Gorman → Cyarra Walters
2026-01-07 79d ago
'@spirit
OverdueDasha Allen → Cyarra Walters
2026-01-07 79d ago
Liability has been denied
OverdueFilevine System → Dasha Allen
2025-12-25 92d 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
2025-11-29 118d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-11-29 118d ago
Contact Shanda Charles with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-11-29 118d 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
NoteASSIGNED
Cyarra Walters
2026-03-26 1d ago
Good afternoon,
I am writing today to confirm that you have received the below information. If so, please provide an update on the pending order(s)/referral(s) for the named patient/s below. Obtaining your approval/denial timely will aid in your clients continuity of care and allow our provider
TaskASSIGNED
Cyarra Walters
2026-03-18 9d ago
No longer wants to continue with treatment, please collect all records and bills @spirit
NoteASSIGNED
Cyarra Walters
2026-03-04 23d ago
I spoke to Ms. Charles. She went to Mercedes to get the vehicle repaired, and I explained to her that the people at Mercedes must concretely correlate ALL the damages back to this accident in order for the insurance to pay for it. She has the vehicle back, but now have a $6K bill on the cam shaft in
Hello Ms Porter
As discussed over the phone, our answer to the demand is, there was an exclusion for Coverage L, Liability, so there is no Liability
Allanah Spirit · 2026-02-18 37d ago
31 weeksCase Age
7wk / 6wk SLAPhase Duration
$53,256Billed
$53,256 overOver-Policy Exposure
Royel MoonParalegal
2025-08-18Intake Date
Score drivers: Over-policy $53,256 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-02-18 37d ago
Hello Ms Porter
As discussed over the phone, our answer to the demand is, there was an exclusion for Coverage L, Liability, so there is no Liability coverage for this claim. The Medical Payment Coverage is available and we are able to pay this once you provide us with your Tax ID number, how you
OverdueFilevine System → Cyarra Walters
2026-02-09 46d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-02-09 46d 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
2026-02-09 46d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-10-24 154d ago
We need the home owners insurance information ASAP. @spirit
OverdueCyarra Walters → Cyarra Walters
2025-09-24 184d ago
What's the movement on claim information? @casemanager1
OverdueFilevine System → Cyarra Walters
2025-09-02 206d ago
Contact Chalana Ector with the client portal to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-24 215d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-09-24 184d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-08-20 219d ago
Assign Medical Provider
NoteASSIGNED
Operations
2026-02-18 37d ago
Chalana Ector (Victim)
Statefarm
Policy #
11b6c5706
300,000 liability
Medical 5,000 per person
NoteASSIGNED
Cyarra Walters
2026-02-12 43d ago
To: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Cc: [chalanaectordogbitez992315496@thejrlawgroup.filevineapp.com](
Date: Thu Feb 12 2026 06:41:50 GMT+00:00
Sent: Thursday, February 12, 2026 1:35 PM
To: Office Manager
Subject: Thank you for your payment to GEORGIA INTERVENTIONAL ME
Obtain Any Applicable POAs
Filevine System · 2026-03-20 7d ago
31 weeksCase Age
1wk / 6wk SLAPhase Duration
$25000Coverage
$17,985Billed
Royel MoonParalegal
2025-08-22Intake Date
Score drivers: 12 overdue tasks
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Princess Robinson
2026-02-27 28d ago
Verispine response. @princessann1 @cyarra1
I accept your offer. Thank you.
For Professional bills: Please make check payable to : Verispine Joint Centers:
For Facility Bills:
Axis Joint and Spine Surgical Center
For Chiro and Rehab:
Greater Atlanta Spine and Rehab
For Anesthesia:
Siesta An
OverdueFilevine System → Cyarra Walters
2025-12-25 92d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-12-25 92d 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
OverdueCyarra Walters → Cyarra Walters
2025-12-05 112d ago
Please call him and hceck up on treatment. Assign yourself this case please @spirit
OverdueFilevine System → Cyarra Walters
2025-09-30 178d 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
2025-09-08 200d ago
Contact Charles "Chuck" Phifer with the client portal to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-30 209d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-08-26 213d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-08-26 213d ago
Assign Medical Provider
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
please call him and ask him if he can come tomrrow for his check to our ATL office anytime betwee 10-2PM @spirit
Task
Filevine System
2026-03-20 7d ago
Obtain Any Applicable POAs
To: [pimedicalrecords@summitspine.com](
Cc: [XyKeiraDuncanMVAZ992290308@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 06:47:24 GMT+00:00
Good
Allanah Spirit · 2026-03-27 0d ago
39 weeksCase Age
4wk / 6wk SLAPhase Duration
$25000Coverage
$14,854Billed
Royel MoonParalegal
2025-06-23Intake Date
Score drivers: 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2025-12-15 102d ago
Please request the Georgetown records and bills with Urgency!
OverdueFilevine System → Operations
2025-12-07 110d ago
@Operations Please Draft Demand
OverdueFilevine System → Cyarra Walters
2025-11-17 130d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-17 130d 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
2025-10-03 175d ago
Please find out what the current georgetown clinic bills is, they should have two bills, one for CHIRO and one for MD @spirit
OverdueFilevine System → Cyarra Walters
2025-07-28 242d ago
Call Xy'Keria Duncan at 504-229-5226 to update them on the case progress.
OverdueCyarra Walters → Cyarra Walters
2025-07-24 246d ago
Please send Paran Capital a request for $1K @princessann1
OverdueFilevine System → Alexis Gorman
2025-07-15 255d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Alexis Gorman
2025-07-15 255d ago
Assign Medical Provider
OverdueFilevine System → Princess Robinson
2025-06-27 273d ago
Follow up on Contracts and Police Report
Note
Allanah Spirit
2026-03-27 0d ago
To: [pimedicalrecords@summitspine.com](
Cc: [XyKeiraDuncanMVAZ992290308@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 06:47:24 GMT+00:00
Good afternoon,
Please find the attached request for bills and records for the client above (Duncan, Xy'Keria DOB:08/21/2007).
Thank you,
Allanah “Spir
Note
Allanah Spirit
2026-03-27 0d ago
To: [RR@ahicenters.com](
Cc: [xykeiraduncanmvaz992290308@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 02:42:18 GMT+00:00
Good morning,
Please find the attached request for bills and records for the client above (Duncan, Xy'Keria DOB:08/21/2007).
Thank you,
Allanah “Spirit” Porter
Lega
All bills and records has been uploaded in file. @rm1
Allanah Spirit · 2026-03-18 9d ago
117 weeksCase Age
14wk / 6wk SLAPhase Duration
$12,405Billed
$12,405 overOver-Policy Exposure
Royel MoonParalegal
2023-12-26Intake Date
Score drivers: Over-policy $12,405 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-12 15d ago
Demand Received / Follow Up
OverdueCyarra Walters → Princess Robinson
2024-06-11 654d ago
We need to pull the driving history on the other driver Briana Mari Williams @jeremy2
OverdueFilevine System → Kailey Meregildo
2024-02-26 760d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Kailey Meregildo
2024-02-07 779d ago
Request Lost Wages
OverdueFilevine System → Kailey Meregildo
2024-02-06 780d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Kailey Meregildo
2024-02-13 773d ago
Coach Client Treatment Plan
OverdueFilevine System → Kailey Meregildo
2024-02-06 780d ago
Follow up on Referral for Specialist
OverdueFilevine System → Kailey Meregildo
2024-02-06 780d ago
Injections / Surgery Updates
OverdueFilevine System → Kailey Meregildo
2024-01-24 793d ago
Review MRIs & Recommend Client Treatment
OverdueFilevine System → Kailey Meregildo
2024-01-14 803d ago
Change phase to "Treatment" once all initial file set up is complete
TaskASSIGNED
Royel Moon
2026-02-24 31d ago
Response to Def Discovery Due
TaskASSIGNED
Cyarra Walters
2026-02-19 36d ago
Please draft and e-file a notice to depose the defendant for 1:00PM on April 23rd, 2026:
@rm1
Email i sent to OP, Ms. Hinton, Thank you for connecting with me today via phone call. We will work together to tentatively arrange the depositions for both plaintiff and defendant for April 23rd, 2026
To: [zackzellnerz992393006@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( R
Operations · 2026-03-09 18d ago
15 weeksCase Age
2wk / 6wk SLAPhase Duration
$11,676Billed
$11,676 overOver-Policy Exposure
Royel MoonParalegal
2025-12-09Intake Date
Score drivers: Over-policy $11,676 12 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Royel Moon
2026-03-13 14d ago
To: [zackzellnerz992393006@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 09:47:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
57
OverdueFilevine System → Alexis Gorman
2026-03-09 18d 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 → Royel Moon
2026-03-12 15d ago
* @rm1 or @cyarra review case with case manager
OverdueFilevine System → Royel Moon
2026-03-12 15d 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 → Operations
2026-02-26 29d ago
Please write the demand letter @operations
OverdueFilevine System → Operations
2026-02-15 40d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-12-09 108d ago
Please upload the medical records i sent you and merge all the insurance information to match his girlfriends file, Thalia Castillo @dashaallen
OverdueFilevine System → Alexis Gorman
2025-12-09 108d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-09 108d ago
Contact Zack Zellner with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-09 108d 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
TaskASSIGNED
Operations
2026-03-09 18d ago
To: [zackzellnerz992393006@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 09:47:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
57
TaskASSIGNED
Cyarra Walters
2026-02-26 29d ago
Please write the demand letter @operations
To: [marcusfletchermvaz992392566@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 05:36:59 GMT+00:00
Cyarra received the email to sign for docum
Operations · 2026-03-10 17d ago
15 weeksCase Age
12wk / 6wk SLAPhase Duration
$25000Coverage
Royel MoonParalegal
2025-12-08Intake Date
Score drivers: 11 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-13 42d ago
Please call American Health Imaging (location: Buckhead // 60 Peachtree Park Drive Suite 100) and let thme know they can proceed with the MRI, appearanty he went there and they turned him away becasue we "didnt approve it". @spirit
OverdueCyarra Walters → Cyarra Walters
2026-02-02 53d ago
He needs to get his MRIs done. Please send referral for MRIs of his Back to Email: mcarter@ameraimaging.com @shawnt
OverdueShawn Taylor → Cyarra Walters
2026-01-15 71d ago
Spoke and told him I would have an update on his case tomorrow.
OverdueCyarra Walters → Cyarra Walters
2026-01-07 79d ago
Policy Declaration for Marcus Fletcher has been uploaded @cyarra1
OverdueFilevine System → Dasha Allen
2025-12-31 86d 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
OverdueCyarra Walters → Dasha Allen
2025-12-29 88d ago
I spoke to Marcus and he needs to do MRIs. Please call the chiropractors office and let them know that we do require MRIs. @dashaallen
OverdueFilevine System → Alexis Gorman
2025-12-08 109d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-08 109d ago
Contact Marcus Fletcher with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-08 109d 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
2025-12-08 109d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
NoteASSIGNED
Operations
2026-03-10 17d ago
To: [marcusfletchermvaz992392566@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 05:36:59 GMT+00:00
Cyarra received the email to sign for document and she has
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
Houston, Texas 77057
(404) 963
NoteASSIGNED
Operations
2026-03-09 18d ago
Sudz Legal Funding
sudzlegalfunding@gmail.com
Zack Charlse (Managing Partner)
(561) 789-8983
Sam White (Managing Partner)
(561) 665-0388
New offer of $4,125.00
Cyarra Walters · 2026-03-24 3d ago
27 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$21,175Billed
Royel MoonParalegal
2025-09-19Intake Date
Score drivers: 10 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-19 8d ago
adjuster Heather called wanting to follow up on the her settlement offer told her to give us to about Monday to respond
OverduePrincess Robinson → Cyarra Walters
2026-02-27 28d ago
Code is 30329, settlement, saying is minor impact is considering chiro treatment not the mental treatment, Initial settlement $2,755.00
OverdueFilevine System → Cyarra Walters
2026-02-01 54d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-02-01 54d 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
2026-01-25 61d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Princess Robinson
2025-12-22 95d ago
I told her to do 3-5 sessions at mental trauma and 25 sessions at chiro
OverdueCyarra Walters → Cyarra Walters
2025-10-31 147d ago
Dear Existing and General Inquiries
Attn: Spirit
She wants an update on her personal injury case. msjohnson10@verizon.ne4t
Please could you call back on 301-204-5338
Emailmsjohnson10@verizon.net
Moneypenny
OverdueCyarra Walters → Cyarra Walters
2025-09-22 186d ago
Please leave notes of the conversation you had with her before i call her @casemanager1
OverdueOperations → Cyarra Walters
2025-09-22 186d ago
'@casemanager1 I got this client signed over the weekend. They sent over the insurance and dl of the liability party so I set that tab up for you. please send an LOR and let's get her set for treatment. Looks like we'll have to find someone new to work with in Maryland but I know you got this. She m
OverdueFilevine System → Alexis Gorman
2025-09-20 188d ago
Contact Sarah Johnson with the client portal to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
New offer of $4,125.00
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
I called and discussed the negotiation to Ms.Sarah Johnson and
Adjuster never got the signed release so I just sent it.
Alexis Gorman · 2026-02-13 42d ago
39 weeksCase Age
15wk / 6wk SLAPhase Duration
$21,570Billed
$21,570 overOver-Policy Exposure
Royel MoonParalegal
2025-06-26Intake Date
Score drivers: Over-policy $21,570 10 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-11-25 122d ago
Please call the progressive adjuster and confirm they have all the records and bills @spirit
OverdueFilevine System → Cyarra Walters
2025-10-19 159d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-10-19 159d 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
2025-08-11 228d ago
Please call Geico and get the property damage adjusters information and upload it here, and also text it to me so I can call them right away @anelvasquez
OverdueFilevine System → Princess Robinson
2025-07-15 255d ago
Call Nigel Hayes at 678-231-3402 to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-07-06 264d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Alexis Gorman
2025-07-02 268d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Alexis Gorman
2025-07-02 268d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-06-30 270d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-06-27 273d ago
Fill out Intake and add client contact info
Note
Alexis Gorman
2026-02-13 42d ago
Adjuster never got the signed release so I just sent it.
Task
Filevine System
2026-01-02 84d ago
Check Deposited
To: RMG Billing [billing@regionalmedicalgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Cc: [eunicelydellmvaz992416557@thejrla
Filevine System · 2026-03-26 1d ago
14 weeksCase Age
1wk / 12wk SLAPhase Duration
$26000Coverage
$43,648Billed
$17,648 overOver-Policy Exposure
Royel MoonParalegal
2025-12-15Intake Date
Score drivers: Critical Over-policy $17,648 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-03-23 4d ago
@Operations Please Draft Demand
OverdueAllanah Spirit → Operations
2026-03-20 7d ago
All bills and records are in file. @operations
OverdueCyarra Walters → Dasha Allen
2025-12-17 100d ago
Her PREVIOUS ACCIDENT WAS // Dekalb County Police Report No. 25-089003 DOL: 11/06/2025 @dashaallen
OverdueFilevine System → Alexis Gorman
2025-12-16 101d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-16 101d ago
Contact Eunice Lydell with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-16 101d 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
2025-12-16 101d 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
2025-12-16 101d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Eunice Lydell 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
2025-12-16 101d 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
Filevine System
2026-03-26 1d ago
To: RMG Billing [billing@regionalmedicalgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Cc: [eunicelydellmvaz992416557@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 04:35:15 GMT+00:00
Good day,
Onyx billing statement attached.
Best Regards,
Channon Campbell
Billing
Note
Allanah Spirit
2026-03-23 4d ago
To: [attorneymail@fredloya.com](
Cc: [eunicelydellmvaz992416557@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 02:14:02 GMT+00:00
Good morning,
Please find the attached LOR for the claim number above (40-561153).
Thank you,
Allanah “Spirit” Porter
Legal Assistant
The JR Law Group
5718 W
Note
Allanah Spirit
2026-03-20 7d ago
To: [attorneyemail@fredloyainsurance.com](
Cc: [eunicelydellmvaz992416557@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 05:07:51 GMT+00:00
Please find the attached LOR for the claim number above. (40-561153).
Thank you,
Allanah “Spirit” Porter
Legal Assistant
The JR Law Group
5718 Wes
Please complete PRE-LITIGATION CLIENT QUESTIONNAIRE as soon as possible so we can continue to make progress with your case.
Filevine System · 2026-03-26 1d ago
9 weeksCase Age
0wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-19Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Royel Moon
2026-03-26 1d ago
'@rm1 Please draft and file complaint and discovery
OverduePrincess Robinson → Princess Robinson
2026-03-25 2d ago
the general didn't accept liability
OverdueShawn Taylor → Cyarra Walters
2026-01-21 65d ago
Called and introduced myself. She let me know she went to urgent care and couldn't receive imaging from them. Said Cyarra recommended she get it from one of our providers.
OverdueFilevine System → Alexis Gorman
2026-01-21 65d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-21 65d ago
Contact Taleeshia Hackett with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-21 65d 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
2026-01-21 65d 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
2026-01-21 65d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Taleeshia Hackett 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
2026-01-20 66d 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
'@rm1 Please draft and file complaint and discovery
NoteASSIGNED
Cyarra Walters
2026-01-21 65d ago
Client drives a 2024 Equinox. // Loan is with Carvana
Note
Filevine System
2026-03-26 1d ago
Please complete PRE-LITIGATION CLIENT QUESTIONNAIRE as soon as possible so we can continue to make progress with your case.
'@spirit this still says it's retained. update your phase.
Operations · 2026-03-24 3d ago
19 weeksCase Age
19wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-11-13Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Cyarra Walters
2026-03-24 3d ago
'@spirit this still says it's retained. update your phase.
OverdueCyarra Walters → Cyarra Walters
2026-01-29 57d ago
Please set up claim against ROMA RISHER insurance with Shawn @spirit ; Yes, they placed our client at fault but we are disputing this accident
OverdueCyarra Walters → Cyarra Walters
2026-01-16 70d ago
The police report is completely wrong.
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 Patrice Morris 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 Patrice Morris 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
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
TaskASSIGNED
Operations
2026-03-24 3d ago
'@spirit this still says it's retained. update your phase.
TaskASSIGNED
Cyarra Walters
2026-01-29 57d ago
This is our clients description of what happened @shawnt @spirit
TaskASSIGNED
Cyarra Walters
2026-01-29 57d ago
Please set up claim against ROMA RISHER insurance with Shawn @spirit ; Yes, they placed our client at fault but we are disputing this accident
* 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 Insu
Filevine System · 2026-03-24 3d ago
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$2,485Billed
Royel MoonParalegal
2025-07-24Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-11-03 144d ago
Please call the liability adjuster and find out why the "investigation/recorded statement" was cancelled ;Ask them what the final liabilty decision was @spirit
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Call Jakobe Norris at 678-693-1593 to update them on the case progress.
OverdueAmari Kedar → Cyarra Walters
2025-08-14 225d ago
Call adjuster about Jakobe, Titus, and Jacquis! @cyarra1
OverdueFilevine System → Cyarra Walters
2025-08-02 237d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-07-29 241d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-07-29 241d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-07-28 242d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-07-25 245d ago
Fill out Intake and add client contact info
Task
Filevine System
2026-03-24 3d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-17 10d 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
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upl
Filevine System · 2026-03-24 3d ago
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-07-24Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2025-08-28 211d ago
are we withdrawing from this @cyarra1
OverdueFilevine System → Cyarra Walters
2025-09-03 205d ago
Request Case Status
OverdueFilevine System → Cyarra Walters
2025-08-12 227d ago
Call Jacquis Jackson at 943-253-8007, 470 312 0963, 943 - 900 - 5112, 404 725 0996 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-03 236d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-07-31 239d ago
Request Client Declaration Page
OverdueFilevine System → Cyarra Walters
2025-07-30 240d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-07-28 242d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-07-25 245d ago
Fill out Intake and add client contact info
Task
Filevine System
2026-03-24 3d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-17 10d 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
To: BelfortIllocentMVASPANISHSPEAKINGZ992347537@thejrlawgroup.filevineapp.com [belfortillocentmvaspanishspeakingz992347537@thejrlawgroup.filevineapp.c
Hewitt Mesfin · 2026-03-25 2d ago
24 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$20,925Billed
Royel MoonParalegal
2025-10-09Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-18 9d ago
send out reductions @princessann1
OverdueFilevine System → Operations
2026-02-06 49d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Princess Robinson
2025-12-17 100d ago
Belfort called and said he is completely done with treatment. Please get all the records and bills @spirit
OverdueFilevine System → Princess Robinson
2025-10-23 155d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-10-23 155d ago
Contact Belfort Illocent with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-10-23 155d 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 → Princess Robinson
2025-10-23 155d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Princess Robinson
2025-10-23 155d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Belfort Illocent 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
Note
Hewitt Mesfin
2026-03-25 2d ago
To: BelfortIllocentMVASPANISHSPEAKINGZ992347537@thejrlawgroup.filevineapp.com [belfortillocentmvaspanishspeakingz992347537@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 08:32:43 GMT+00:00
Get Outlook for Mac
Date: Wednesday, March 25, 2026 at 10:41?AM
To: Case Managers
Subject: Scanned
Note
Hewitt Mesfin
2026-03-25 2d ago
To: BelfortIllocentMVASPANISHSPEAKINGZ992347537@thejrlawgroup.filevineapp.com [belfortillocentmvaspanishspeakingz992347537@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 08:32:17 GMT+00:00
Get Outlook for Mac
Date: Wednesday, March 25, 2026 at 10:41?AM
To: Case Managers
Subject: Scanned
Note
Hewitt Mesfin
2026-03-25 2d ago
To: [BelfortIllocentMVASPANISHSPEAKINGZ992347537@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 08:31:55 GMT+00:00
Get Outlook for Mac
Date: Wednesday, March 25, 2026 at 10:41?AM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Se
Task
Princess Robinson
2026-03-18 9d ago
send out reductions @princessann1
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upl
Filevine System · 2026-03-24 3d ago
35 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$14,717Billed
Royel MoonParalegal
2025-07-24Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2026-02-05 50d ago
Please draft demand. and send to liable party asap. @operations
OverduePrincess Robinson → Cyarra Walters
2025-09-17 191d ago
does he still need to be treating??? @cyarra1
OverdueFilevine System → Cyarra Walters
2025-08-26 213d ago
Request Case Status
OverdueFilevine System → Cyarra Walters
2025-08-12 227d ago
Call Titus Newson at 770-255-9957 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
2025-07-28 242d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-07-25 245d ago
Fill out Intake and add client contact info
Task
Filevine System
2026-03-24 3d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-17 10d 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
I just called you and left you a message with Alexander.
I have re-evaluated your client's injury claim and our new offer to settle at this point is
Cyarra Walters · 2026-03-24 3d ago
19 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$9,980Billed
Royel MoonParalegal
2025-11-10Intake Date
Score drivers: 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
OverdueFilevine System → Royel Moon
2026-03-12 15d 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
2026-02-17 38d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Princess Robinson
2026-02-02 53d ago
pre demand offer for $15k
OverdueAlexis Gorman → Alexis Gorman
2026-01-23 63d ago
PULL ALL BILLS, NOT GOING TO BE ABLE TO TREAT FUTHER.
OverdueCyarra Walters → Cyarra Walters
2025-12-12 105d ago
770-953-0108 Please call American Health imgaing and approve and authorize the MRI scheduled for tomorrow @alexisgorman
OverdueFilevine System → Alexis Gorman
2025-11-25 122d 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 → Operations
2025-11-14 133d ago
the police report is ready to be purchased but they don't take amex @cyarra1
https://eports.gamccd.net/ORPortal/
CRAS33931125
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
I just called you and left you a message with Alexander.
I have re-evaluated your client's injury claim and our new offer to settle at this point is $7,548.55.
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
We are missing the MRI records, we need those asap @alexisgorman
NoteASSIGNED
Cyarra Walters
2026-03-17 10d ago
$3,355.55 //
NoteASSIGNED
Operations
2026-03-09 18d ago
To: [davidblanchardz992361739@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 05:49:32 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
To: [roshandathomasforksz992426195@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 07:20:24 GMT+00:00
Sent: Friday, March 27, 2026 3:15 PM
To:
Cyarra Walters · 2026-03-27 0d ago
11 weeksCase Age
7wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-09Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2026-02-07 48d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-09 77d ago
To: [roshandathomasforksz992426195@thejrlawgroup.filevineapp.com](
Date: Fri Jan 09 2026 07:53:27 GMT+00:00
Sent: Wednesday, August 21, 2024 5:21 AM
To: rsc025@msn.com
Subject: RE: Follow-Up AAL-24SFO71207 DOI: 4APR24
All can be sent to my attention.
Debra Shaffer
Corporate Insurance/Risk M
OverdueFilevine System → Alexis Gorman
2026-01-09 77d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-09 77d ago
Contact Roshanda Thomas Forks with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-09 77d 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
2026-01-09 77d 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
2026-01-09 77d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Roshanda Thomas Forks 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
OverdueFilevine System → Alexis Gorman
2026-01-10 76d 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
2026-03-27 0d ago
To: [roshandathomasforksz992426195@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 07:20:24 GMT+00:00
Sent: Friday, March 27, 2026 3:15 PM
To: Office Manager
Subject:
Get Outlook for iOS
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: [roshandathomasforksz992426195@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 12:47:32 GMT+00:00
Sent: Thursday, March 19, 2026 11:56 AM
To: Office Manager ; Jeremy Robinson
Subject: RE: [EXTERNAL] Fw: AAL-24SFO71207 (THOMAS, ROSHANDA)
Good morning,
Thank you for connecting with me
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
?
Office Manager?
Good morning,
Thank you for providing the medical information pertaining to this claim. However, upon review, I noted that the claimant was involved in a motor vehicle accident in 2021 and continued to report ongoing back pain radiating into her legs. Additionally, although she re
NoteASSIGNED
Cyarra Walters
2026-03-04 23d ago
Sent this to the adjuster
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-05 22d ago
46 weeksCase Age
3wk / 17wk SLAPhase Duration
$250000Coverage
$2,455Billed
Royel MoonParalegal
2025-05-06Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-02-09 46d ago
@Operations Please Draft Demand
OverdueAmari Kedar → Cyarra Walters
2025-10-09 169d ago
Asking again for you to check in with Catherine to get her and Antonio's MRI's done. @cyarra1
OverdueAmari Kedar → Cyarra Walters
2025-07-09 261d ago
Cyarra will call Catherine to have her reschedule her MRI's. Have reached out multiple times and she told me she would on the 7th but didn't. AIC won't call anymore because everytime they do, she doesn't pick up.
OverdueFilevine System → Alexis Gorman
2025-06-18 282d ago
Call Catherine Barry at 213-343-2708 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-05-11 320d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-05-07 324d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Cyarra Walters
2025-05-07 324d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-05-07 324d ago
Fill out Intake and add client contact info
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please send out the attached demand letter @spirit
NoteASSIGNED
Operations
2026-03-02 25d ago
To: [catherinebarrymvaz992267334@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 02 2026 05:57:24 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gr
Task
Filevine System
2026-03-05 22d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Note
Allanah Spirit
2026-03-03 24d ago
To: [statefarmclaims@statefarm.com](
Cc: [catherinebarrymvaz992267334@thejrlawgroup.filevineapp.com](
Date: Tue Mar 03 2026 10:11:22 GMT+00:00
Good afternoon,
Please find the attached demand, medical bills, and records for the claim number above (59-83N7-96D).
Thank you,
Allanah “Spirit” Porter
To: [shavonne.welch@ngic.com]( [claims@claims.allstate.com](
Cc: [veronicajohnsonmvaz992355819@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 0
Alexis Gorman · 2026-03-23 4d ago
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$22,357Billed
Royel MoonParalegal
2025-10-27Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-12 15d ago
* @rm1 or @cyarra review case with case manager
OverdueFilevine System → Royel Moon
2026-03-12 15d 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
2026-03-05 22d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2026-02-12 43d 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
2026-02-12 43d 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
2026-02-12 43d 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 → Alexis Gorman
2025-11-05 142d ago
Sent you the Allstate Insurance please set up claim @alexisgorman
OverdueFilevine System → Alexis Gorman
2025-11-05 142d 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
TaskASSIGNED
Operations
2026-03-09 18d ago
To: [veronicajohnsonmvaz992355819@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 03:01:35 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law G
Note
Alexis Gorman
2026-03-23 4d ago
To: [shavonne.welch@ngic.com]( [claims@claims.allstate.com](
Cc: [veronicajohnsonmvaz992355819@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 05:29:33 GMT+00:00
Attached are the demand letter and supporting records on behalf of our client Veronica Johnson.
Alexis Gorman
Legal Assistan
Note
Alexis Gorman
2026-03-23 4d ago
9402711105495815606763
RETURN : 9490911105495815606724
Note
Filevine System
2026-03-09 18d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-26 1d ago
9 weeksCase Age
4wk / 17wk SLAPhase Duration
$100000Coverage
$2,650Billed
Royel MoonParalegal
2026-01-21Intake Date
Score drivers: 8 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-27 28d ago
Please check on liability ASAP the referral source is asking @spirit
OverdueFilevine System → Alexis Gorman
2026-01-26 60d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-26 60d ago
Contact Willie Loman with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-26 60d 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
2026-01-26 60d 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
2026-01-26 60d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Willie Loman 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
OverdueCyarra Walters → Cyarra Walters
2026-02-16 39d ago
please get the police report from Georgia State Patrol // Report No. 26004002 and Report No. 26004000 @spirit , yes, its two separate police reports.
OverdueFilevine System → Alexis Gorman
2026-01-22 64d 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
2026-03-17 10d ago
For the attention of INSURANCE ADJUSTERS
Tiffany Nash from Kemper Insurance called wishing to speak with you in regards to Willy Lowman.
Claim number: 26123469905
Please could you call back on 800-353-6737 ext1512433.
Moneypenny
Task
Filevine System
2026-03-26 1d 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
Sms
Allanah Spirit
2026-03-25 2d ago
2202 Salem Road SE Ste B Conyers, GA 30013, here is the other chiro.
Task
Filevine System
2026-03-19 8d 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
Here is the address, for the police department, 2120 4th St, Rosenberg, TX 77471. Casemanager.ap@thejrlawgroup.com, give them this number 26-11079.
Allanah Spirit · 2026-03-25 2d ago
2 weeksCase Age
0wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-12Intake Date
Score drivers: 8 overdue tasks
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Allanah Spirit
2026-03-26 1d ago
Have you made contact with the adjuster? I need coverage information and details @spirit
OverdueCyarra Walters → Cyarra Walters
2026-03-13 14d ago
Ive set them up for treatment.
OverdueFilevine System → Alexis Gorman
2026-03-13 14d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-03-13 14d ago
Contact Nicole Leitzsey with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-03-13 14d 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
2026-03-13 14d 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
2026-03-13 14d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Nicole Leitzsey 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
2026-03-13 14d 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
2026-03-25 2d ago
Have you made contact with the adjuster? I need coverage information and details @spirit
TaskASSIGNED
Cyarra Walters
2026-03-16 11d ago
For the attention of INSURANCE ADJUSTERS
Brandy Hickmon from State Farm called to speak to you regarding April Louis and Nicole Leitzsey
Please could you call back on 945-219-9146
I tried to transfer, there was no answer
Moneypenny
Sms
Allanah Spirit
2026-03-25 2d ago
Here is the address, for the police department, 2120 4th St, Rosenberg, TX 77471. Casemanager.ap@thejrlawgroup.com, give them this number 26-11079.
Task
Filevine System
2026-03-25 2d 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
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-10 17d ago
14 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$10,395Billed
Royel MoonParalegal
2025-12-15Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
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
2026-02-27 28d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
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
OverdueAlexis Gorman → Cyarra Walters
2026-01-12 74d ago
liability has been 100% denied and fault was put on the father William Brown, should I schedule the recorded statement with Root, the adjuster called again and said if we can't get it done this week he will proceed with what's already on file. progressive is also going to send offer the official den
OverdueAlexis Gorman → Alexis Gorman
2025-12-24 93d ago
call Ms. Tamika tmw @alexisgorman
OverdueFilevine System → Alexis Gorman
2025-12-16 101d 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
Operations
2026-03-07 20d ago
To: [xionbrownmvaz992416626@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Sun Mar 08 2026 12:11:27 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5
Task
Filevine System
2026-03-10 17d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Operations → Royel Moon
2026-03-30
To: [xionbrownmvaz992416626@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Sun Mar 08 2026 12:11:27 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5
Task
Filevine System
2026-03-07 20d ago
* @rm1 or @cyarra review case with case manager
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
Pre-Demand Readiness Check — do not begin drafting until all items confirmed:
* Coverage (1P/3P) entered
* All medical bills uploaded and totaled
Filevine System · 2026-03-24 3d ago
20 weeksCase Age
0wk / 6wk SLAPhase Duration
$9,225Billed
$9,225 overOver-Policy Exposure
Royel MoonParalegal
2025-11-04Intake Date
Score drivers: Over-policy $9,225 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Shawn Taylor
2026-02-10 45d 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
OverdueFilevine System → Shawn Taylor
2026-02-10 45d 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 → Shawn Taylor
2026-02-09 46d 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
OverdueShawn Taylor → Cyarra Walters
2026-01-26 60d ago
Medical Bill and Patient note has been received and uploaded. Specials are $9,224.93 . @cyarra1
OverdueShawn Taylor → Cyarra Walters
2026-01-21 65d ago
Spoke with Mr.Williams this morning and he said that he was done with treatment last week. He also informed me that he let @cyarra1 know as well.
OverdueCyarra Walters → Cyarra Walters
2026-01-08 78d ago
He is newly scheduled with the therapist for 9:00am on the 29th w/Mental Trauma.
OverdueCyarra Walters → Operations
2025-11-06 141d ago
Ashton--- Please re-assign this file from Alexis to Dasha ASAP @operations
Filevine System → Operations
2026-03-27 0d ago
@Operations Please Draft Demand
Task
Filevine System
2026-03-24 3d ago
Pre-Demand Readiness Check — do not begin drafting until all items confirmed:
* Coverage (1P/3P) entered
* All medical bills uploaded and totaled
* All records uploaded
* Specials reviewed against policy limits
* Lien and Expenses tab current
* CM = Primary assignment verified in Filevin
Task
Filevine System
2026-03-24 3d ago
@Operations Please Draft Demand
Task
Filevine System
2026-02-10 45d 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
Task
Filevine System
2026-02-10 45d 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
To: 'Dasha Allen' [da@thejrlawgroup.com]( 'Jeremy Robinson' [JR@thejrlawgroup.com](
Cc: 'Case Managers' [casemanagers@thejrlawgroup.com]( 'Office Mana
Filevine System · 2026-03-05 22d ago
18 weeksCase Age
9wk / 6wk SLAPhase Duration
$25000Coverage
$10,460Billed
Royel MoonParalegal
2025-11-20Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-02-18 37d ago
he got his check
OverdueFilevine System → Alexis Gorman
2026-01-27 59d 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
2026-01-27 59d 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
OverduePrincess Robinson → Dasha Allen
2025-12-26 91d ago
spoke with Elaine from progressive for his medpay coverage she needs some additional things which need to get from Mr. Jackson she will email it over in a few
OverdueFilevine System → Dasha Allen
2025-12-04 113d 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 → Alexis Gorman
2025-12-01 116d ago
claim with the at faults party as been filed, adjuster will be assigned by monday. I had Progressive pause because we need to pursue the at faults insurance NOT Mr. Jackson's UM unless 100% needed
OverdueFilevine System → Alexis Gorman
2025-11-21 126d 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
2026-03-04 23d ago
For the attention of Client Treatment Updates
Dr. Ercle from Summit Health Clinic is reaching out on behalf of Ronald Jackson. She would like to request more information regarding the continuation of care.
Please could you call back on 770-722-7800.
Moneypenny
Note
Filevine System
2026-03-05 22d ago
To: 'Dasha Allen' [da@thejrlawgroup.com]( 'Jeremy Robinson' [JR@thejrlawgroup.com](
Cc: 'Case Managers' [casemanagers@thejrlawgroup.com]( 'Office Manager' [admin@thejrlawgroup.com]( [ronaldjacksonmvaz992366583@thejrlawgroup.filevineapp.com](
Date: Thu Mar 05 2026 11:21:05 GMT-05:00
Hello,
Bi
Note
Alexis Gorman
2026-02-19 36d ago
Mr. Jackson was going to get surgery on his back with this PCP however he told us yesterday and Spirit explained that he would have to wait until the case closed out. He said okay. I also asked Spirit to take him as a client because she can communicate with him so much better than I can.
Task
Alexis Gorman
2026-02-18 37d ago
he got his check
Note
Allanah Spirit
2026-02-06 49d ago
Premier was too far for him, that why he wasn't treating and missing appointments. Summitt health in Austell which is 7mins away from his address.
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-25 2d ago
16 weeksCase Age
6wk / 6wk SLAPhase Duration
$25000Coverage
$695Billed
Royel MoonParalegal
2025-12-02Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-02-06 49d ago
Set up claim with verve ins. sent LOR and police report to adj (Tiffany ).
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-03 114d ago
Contact Angela Scott with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-03 114d 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
2025-12-03 114d 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
2025-12-03 114d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Angela Scott 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
2025-12-03 114d 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
2026-03-09 18d ago
Angela is getting her MRI today.
NoteASSIGNED
Cyarra Walters
2026-03-09 18d ago
Tiffany Lamb
tiffany.lamb@verveinsurance.com
(229)351-2423
NoteASSIGNED
Cyarra Walters
2026-03-09 18d ago
For the attention of INSURANCE ADJUSTERS
Sonia Bostick from Verve Insurance is reaching out to request injury and treatment information on behalf of the mutual client, Angela Scott.
Please return her call at 229-351-1529.
Task
Filevine System
2026-03-25 2d 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
Allanah Spirit
2026-03-18 9d ago
To: [statefarmclaims@statefarm.com](
Cc: [angelascottmvaz992389979@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 04:13:20 GMT+00:00
Good afternoon,
Please find the attached requested price report for the claim number above (11-96V1-46P).
Thank you.
Allanah “Spirit” Porter
Legal Assistan
To: ROI Request [roirequest@northside.com](
Cc: [thaliacastillochipotlepoisioningz992335243@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 06:2
Alexis Gorman · 2026-03-11 16d ago
25 weeksCase Age
25wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-09-29Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Operations
2026-03-09 18d ago
request all medical records
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2025-10-01 177d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-10-01 177d ago
Contact Thalia Castillo with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-10-01 177d 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 → Princess Robinson
2025-10-01 177d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
OverdueFilevine System → Princess Robinson
2025-10-01 177d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Thalia Castillo 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
Note
Alexis Gorman
2026-03-11 16d ago
To: ROI Request [roirequest@northside.com](
Cc: [thaliacastillochipotlepoisioningz992335243@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 06:22:45 GMT+00:00
Hi, attached is the authorization for release of my client Thalia Castillo medical records and bills from her visit dated 06/11/2025 a
Note
Vinesign Integration
2026-03-11 16d ago
#vinesign-completed
Name: Autho-Northside Hospital
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=b79d4a9e-57c8-49fd-a830-f2dd01ae1d45.pdf
Signed: 2026-03-11 18:18:59
All signers: Thalia Castillo(pam2765@gmail.com (470) 380-4219)
Sender: Alexis Gorman
Note
Vinesign Integration
2026-03-11 16d ago
#vinesign-viewed
Name: Autho-Northside Hospital
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=B175BB43-E752-40C4-A602-71FFE654166E
Viewed: 2026-03-11 18:18:30
Viewed by: Thalia Castillo (pam2765@gmail.com (470) 380-4219)
All signers: Thalia Castillo(pam2765@gmail.com (470) 380-4219)
Note
Vinesign Integration
2026-03-11 16d ago
#vinesign-sent
Name: Autho-Northside Hospital
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=B175BB43-E752-40C4-A602-71FFE654166E
Sent: 2026-03-11 18:16:02
Sent to: (470) 380-4219
All signers: Thalia Castillo
Sender: Alexis Gorman
Note
Vinesign Integration
2026-03-11 16d ago
#vinesign-sent
Name: Autho-Northside Hospital
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=B175BB43-E752-40C4-A602-71FFE654166E
Sent: 2026-03-11 18:16:02
Sent to: (470) 380-4219
All signers: Thalia Castillo
Sender: Alexis Gorman
the new police report is uploaded @spirit
Princess Robinson · 2026-02-26 29d ago
9 weeksCase Age
9wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-21Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-02-06 49d ago
called GSP to get them to amend the report, spoke with someone who said they will send it over to the officer and they should contact me in a couple of days gave them by name and direct line at the office
OverdueFilevine System → Alexis Gorman
2026-01-22 64d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-22 64d ago
Contact Benjamin Brown with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-22 64d 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
2026-01-22 64d 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
2026-01-22 64d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Benjamin 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 not
OverdueFilevine System → Alexis Gorman
2026-01-22 64d 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
Princess Robinson
2026-02-26 29d ago
the new police report is uploaded @spirit
Note
Princess Robinson
2026-02-24 31d ago
CRAS35837626
Note
Princess Robinson
2026-02-06 49d ago
Report has been amended just need to request it with -02 at the end instead of -01, has be to reviewed by the supervisor then should be uploaded, requesting it now so once its uploaded ill have it
Note
Princess Robinson
2026-01-27 59d ago
Hi Benjamin! This is Princess with The JR Law Group! Just wanted to let you know that I had to reach out to GSP to correct and amend the police report because some of the insurance information is wrong so I can't set up the claim until I get the correct info. So I should hopefully get something back
Task
Princess Robinson
2026-01-27 59d ago
called GSP to get them to amend the report, spoke with someone who said they will send it over to the officer and they should contact me in a couple of days gave them by name and direct line at the office
Spoke with Raven on liability she told me too follow up on April 1st.
Allanah Spirit · 2026-03-27 0d ago
4 weeksCase Age
4wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-02-24Intake Date
Score drivers: 6 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-26 29d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-26 29d ago
Contact Christopher Murphy with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-26 29d 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
2026-02-26 29d 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
2026-02-26 29d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Christopher Murphy 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
2026-02-25 30d 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
2026-03-09 18d ago
Please call and introduce yoiurself to him: and get rental assignment ASAP @spirit
NoteASSIGNED
Cyarra Walters
2026-03-03 24d ago
For the attention of INSURANCE ADJUSTERS
ATTN: Atlanta/ Norcross
Jasmine from Kemper Claims called in regards to the case for your client, Christopher Murphy.
Email: Declined to provide this
Could you please call her at 800-353-6737, ext. 1462159?
Moneypenny
Date: 3/3/2026
Time: 09:48 EST
Call
NoteASSIGNED
Cyarra Walters
2026-02-27 28d ago
He is now scheduled at Injury2Wellness- Buford Hwy
Allanah Spirit → Allanah Spirit
2026-04-01
Spoke with Raven on liability she told me too follow up on April 1st.
Task
Allanah Spirit
2026-03-27 0d ago
Spoke with Raven on liability she told me too follow up on April 1st.
Filevine System → Allanah Spirit
2026-03-27 0d 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
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-09 18d ago
24 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$4,276Billed
Royel MoonParalegal
2025-10-06Intake Date
Score drivers: 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-06 21d ago
* @rm1 or @cyarra review case with case manager
OverdueFilevine System → Operations
2026-02-26 29d ago
@Operations Please Draft Demand
OverdueHewitt Mesfin → Hewitt Mesfin
2025-12-29 88d ago
Patient has been non-compliant. Patrick said he the last appointment was November 6th. He was asking if she needs to be released @princessann1
OverduePrincess Robinson → Princess Robinson
2025-12-23 94d ago
please check on her treatment and get updated bills @spirit
OverdueCyarra Walters → Cyarra Walters
2025-11-17 130d ago
There is UM/UIM, however we dont know if added on or reduced by $25K/$50K
OverdueCyarra Walters → Operations
2025-10-23 155d ago
We need to go ahead and send the demand for $50K then, ASHTON please write this asap, we represent all three clients rn @operations
NoteASSIGNED
Operations
2026-03-03 24d ago
To: [keisharidleyz992338014@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Tue Mar 03 2026 02:26:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5
Task
Filevine System
2026-03-09 18d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Task
Filevine System
2026-03-03 24d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
Task
Filevine System
2026-03-03 24d 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
2026-03-03 24d 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
2026-03-03 24d ago
* @rm1 or @cyarra review case with case manager
To: [shavonne.welch@ngic.com](
Cc: [randymcafeemvaz992355817@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 10:06:58 GMT+00:00
Hi Ms. Welch, a
Alexis Gorman · 2026-03-26 1d ago
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$28,484Billed
$3,484 overOver-Policy Exposure
Royel MoonParalegal
2025-10-27Intake Date
Score drivers: Critical Over-policy $3,484 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-12 15d ago
* @rm1 or @cyarra review case with case manager
OverdueFilevine System → Royel Moon
2026-03-12 15d 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
2026-03-05 22d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2026-02-12 43d 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
2026-02-12 43d 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
2026-02-12 43d 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)
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
Please send out this demand letter via cert mail , fax and email @alexisgorman
TaskASSIGNED
Operations
2026-03-09 18d ago
To: [randymcafeemvaz992355817@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 04:43:15 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
Note
Alexis Gorman
2026-03-26 1d ago
To: [shavonne.welch@ngic.com](
Cc: [randymcafeemvaz992355817@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 10:06:58 GMT+00:00
Hi Ms. Welch, attached are the demand letter and supporting documents on behalf of my client Randy McAfee.
Alexis Gorman
Legal Assistant
The JR Law Group
Note
Alexis Gorman
2026-03-26 1d ago
To: [claims@claims.allstate.com](
Cc: [randymcafeemvaz992355817@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 09:51:34 GMT+00:00
Attached are the demand letter and supporting documents.
Alexis Gorman
Legal Assistant
The JR Law Group
5718 Westheimer Road, Houston, Tx 77057 Suite 111
Note
Alexis Gorman
2026-03-26 1d ago
9402711105495812308769
return tracking: 9490911105495812308720
Task
Filevine System
2026-03-09 18d 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
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-23 4d ago
9 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$12,235Billed
Royel MoonParalegal
2026-01-22Intake Date
Score drivers: 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-01-26 60d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-26 60d ago
Contact Kendice Armstrong with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-26 60d 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
2026-01-26 60d 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
2026-01-26 60d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Kendice Armstrong 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
2026-01-23 63d 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
Task
Filevine System
2026-03-23 4d 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
Filevine System
2026-03-16 11d ago
To: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( RMG Billing [billing@regionalmedicalgroup.com](
Cc: [kendicearmstrongmvaz992432794@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 05:34:07 GMT+00:00
Good day,
Confirmed balance
RMG $3513.00
Onyx $4213.00
Best Regards,
Channon
Note
Allanah Spirit
2026-03-16 11d ago
To: [billing@regionalmedicalgroup.com](
Cc: [kendicearmstrongmvaz992432794@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 04:08:54 GMT+00:00
Good morning,
I am reaching out for a current bill amount for the client above (Kendice Armstrong DOB:12/19/1999).
Thank you,
Allanah “Spirit” Porter
Task
Filevine System
2026-03-16 11d 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
2026-03-09 18d 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
2026-03-02 25d 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
Request Case Status
Filevine System · 2026-03-25 2d ago
15 weeksCase Age
2wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-12-08Intake Date
Score drivers: 5 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-12-16 101d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-12-16 101d ago
Contact Kyanna Lewis with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-12-16 101d 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
2025-12-16 101d 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
2025-12-16 101d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Kyanna Lewis 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
Filevine System → Allanah Spirit
2026-04-08
Request Case Status
Task
Filevine System
2026-03-25 2d ago
Request Case Status
Note
Allanah Spirit
2026-03-24 3d ago
Got the police report , No liability .Called the owner of vehicle she told me she had to med pay or UM at the time of the loss. smh, close this one out? @cyarra1
Sms
Allanah Spirit
2026-03-23 4d ago
Good afternoon, This is Spirit with the Jr Law group . I was calling you back on an updated on your car accident claim dated on 12/07/2025. If you can give me a call back directly at 346-571-7837. Thank you
Note
Allanah Spirit
2026-03-23 4d ago
Obtained the police report ($30)-call to set up claim . I will be taking this case over.
Note
Allanah Spirit
2026-03-23 4d ago
Here is a summary of your recent payment made on 03/23/2026. Your credit card or bank statement will show a charge from the Mississippi Department of Public Safety. Please save or print this e-mail for your records.
Crash Report - Jackson Police Dept
Total - $30.00
Confirmation Number - 91101934
Task
Princess Robinson
2026-03-23 4d ago
Dear Existing and General Inquiries
Kyana Lewis called to receive an update on her case. She stated she hasn't heard from anyone.
Please could you call back on 601-397-4931
Moneypenny
Date: 3/23/2026
Time: 12:58 EST
Caller Number: 6013974931
SOT drafted @cyarra1
Princess Robinson · 2026-03-26 1d ago
32 weeksCase Age
0wk / 17wk SLAPhase Duration
$1000000Coverage
$57,269Billed
Royel MoonParalegal
2025-08-13Intake Date
Score drivers: 5 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-03-26 1d ago
SOT drafted @cyarra1
OverdueFilevine System → Royel Moon
2026-03-25 2d ago
* Add settlement information to the settlement tab
* Ensure Lien and Expenses tab are accurate
* These will be need to automatically generate a statement of trust
OverdueCyarra Walters → Cyarra Walters
2026-01-16 70d ago
Please contact comprehensive spine and pain and find out what his bill is there, urgently. He did injections there @spirit
OverdueFilevine System → Anel Vasquez
2025-08-28 211d ago
Call James Steele at 678-598-1836 to update them on the case progress.
OverdueFilevine System → Anel Vasquez
2025-08-15 224d ago
Assign Medical Provider
TaskASSIGNED
Cyarra Walters
2026-03-23 4d ago
Please draft SOT @princessann1
Task
Princess Robinson
2026-03-26 1d ago
SOT drafted @cyarra1
Task
Filevine System
2026-03-25 2d ago
* Add settlement information to the settlement tab
* Ensure Lien and Expenses tab are accurate
* These will be need to automatically generate a statement of trust
Note
Allanah Spirit
2026-03-25 2d ago
'-Your spine matters
Good afternoon,
We have reviewed request and we will accept the amount of $4,000.00 as full payment. Thank you have a great day.
Warm Regards,
Note
Princess Robinson
2026-03-23 4d ago
received $82.5k settlement check today
Note
Filevine System
2026-03-19 8d ago
To: Allanah Spirit Porter [casemanager.ap@thejrlawgroup.com](
Cc: [reductions@mentalpainandtrauma.com]( [jamessteelez992313812@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 03:38:51 GMT-05:00
Hello, I hope all is well. Is there a way that we can please meet at $3,398
as PIF?
Thank You
Yehud
Note
Allanah Spirit
2026-03-19 8d ago
To: [billing@yourspinemattersinjurycenter.com](
Cc: [jamessteelez992313812@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 06:28:38 GMT+00:00
Good afternoon,
Please find the attached reduction request for the client above (James Steele).
Thank you,
Allanah “Spirit” Porter
Legal Assistant
42 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$6,196Billed
Royel MoonParalegal
2025-06-02Intake Date
Score drivers: 5 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2025-12-09 108d ago
Please write demand letter for her and all her passengers @operations
OverdueFilevine System → Cyarra Walters
2025-08-29 210d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Cyarra Walters
2025-09-03 205d ago
Request All Medical Records & Bills
OverduePrincess Robinson → Princess Robinson
2025-08-26 213d ago
call her and get an update from her to see what is going on @princessann1
OverdueFilevine System → Cyarra Walters
2025-06-03 297d ago
Fill out Intake and add client contact info
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
Good morning,
I received a request for reduction on our patient C. Standback. We would be willing to accept a reduction to $950.
Thank you,
Stephanie Burkett, DC
Fax
Allanah Spirit
2026-03-20 7d ago
Fax to Meridianville Family Chiropractic (256) 828-5098 Page Count:2
Task
Princess Robinson
2026-03-20 7d ago
256 828 5098 fax reduction to that number asap ask for $600 as PIF @spirit
Note
Princess Robinson
2026-03-20 7d ago
left a vm with Meridianville chiro to call me back so we can come to an agreement on the reduction
Note
Shawn Taylor
2026-02-10 45d ago
Piedmont bill uploaded for Cash Edwards
Task
Filevine System
2026-02-05 50d ago
* Add settlement information to the settlement tab
* Ensure Lien and Expenses tab are accurate
* These will be need to automatically generate a statement of trust
Note
Princess Robinson
2026-02-05 50d ago
this includes Carlia and Cash release
To: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Cc: [mvaz992359945@thejrlawgroup.filevineapp.com]( Karrah Lee [karrah.lee@cartiga.com]
Filevine System · 2026-03-27 0d ago
20 weeksCase Age
19wk / 17wk SLAPhase Duration
$25000000Coverage
Royel MoonParalegal
2025-11-05Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-03-25 2d ago
Spoke with Rita she is fine , getting the order sent over to me for her MRI from Prather Chiro, she did tell me she was told that this would be settled in March but I told her she need to treat longer and she understood that. @cyarra1
OverdueCyarra Walters → Dasha Allen
2025-12-29 88d ago
We need to ramp up her treatment, Please send her to "mental pain and trauma" for PTSD therapy @dashaallen
OverdueCyarra Walters → Cyarra Walters
2025-12-29 88d ago
Please call the chiropractor and find out how many sessions shes done so far. @dashaallen
OverdueFilevine System → Dasha Allen
2025-12-16 101d 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
OverdueCyarra Walters → Operations
2025-12-11 106d ago
PER JR, We need to send a pre-demand letter asking for $100K @operations
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
To: Bailey Young [bayoung@envisionacadiana.com]( Case Managers [casemanagers@thejrlawgroup.com](
Cc: [mvaz992359945@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 08:04:08 GMT+00:00
The Partnering attorney, Jeremy Robinson.
*Please make note of our new address change from Suite 935 to Suit
Note
Filevine System
2026-03-27 0d ago
To: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com](
Cc: [mvaz992359945@thejrlawgroup.filevineapp.com]( Karrah Lee [karrah.lee@cartiga.com](
Date: Fri Mar 27 2026 08:31:36 GMT+00:00
This is received and we are working on it now! Can you please advise if it is an MVA or premise case and p
Note
Allanah Spirit
2026-03-27 0d ago
To: Jennyfer Chica-Hernandez [jennyfer.chicahernandez@cartiga.com](
Cc: [mvaz992359945@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 08:27:47 GMT+00:00
Yes, here is the information . If you could give her a call today, that would be appreciated. She is requesting for $2,500.00
Rita Landry
Note
Allanah Spirit
2026-03-26 1d ago
Ms. Landry is asking for a 5k loan , I reached out to Cartiga to see if they do funding for LA , and they do. Ms. Landry has been unable to get her medications due to her not having any money , can we get her at $1,500.00 for funding in the meantime. @cyarra1
Task
Allanah Spirit
2026-03-25 2d ago
Spoke with Rita she is fine , getting the order sent over to me for her MRI from Prather Chiro, she did tell me she was told that this would be settled in March but I told her she need to treat longer and she understood that. @cyarra1
Note
Client Portal
2026-03-25 2d ago
I had an appt with Dr. Prather and he recommended an MRI of the lower back, can you please tell me if it was approved or denied.. thanks
Note
Filevine System
2026-03-24 3d ago
To: Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Cc: [mvaz992359945@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 08:18:31 GMT+00:00
I have attached the lien for his signature.
[cid:25yearsenvisionimg-250px_ceb1acd9-f35f-452a-a0d3-ab212e676016.j
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the togg
Filevine System · 2026-03-24 3d ago
34 weeksCase Age
5wk / 6wk SLAPhase Duration
$15000Coverage
$6,721Billed
Royel MoonParalegal
2025-07-29Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-03-20 7d ago
Tried to call client phone is disconnected need updated contact information sent email.
OverdueAmari Kedar → Cyarra Walters
2025-08-15 224d ago
Coverage issue; policy canceled in February so can't afford coverage; canceled on Feb 13th.
OverdueFilevine System → Cyarra Walters
2025-08-13 226d ago
Call Aaron Sutton at 267-734-3692 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-04 235d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-10-02 176d ago
Setup Claim & Send Letters of Representation and Welcome Letter
NoteASSIGNED
Cyarra Walters
2026-03-20 7d ago
To: Stephanie Dixon [sdixon@goautoinsurance.com](
Cc: Dana Ard [dard@goautoinsurance.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( [aaronsuttonz992306868@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 07:19:05 GMT
Task
Filevine System
2026-03-24 3d 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
Task
Filevine System
2026-03-24 3d 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
2026-03-20 7d ago
To: Office Manager [admin@thejrlawgroup.com](
Cc: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( [aaronsuttonz992306868@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 07:23:04 GMT+00:00
Request received, thank you. The
Note
Allanah Spirit
2026-03-20 7d ago
To: [sdixon@goautoinsurance.com](
Cc: [aaronsuttonz992306868@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 07:01:04 GMT+00:00
Good afternoon,
Our office is reaching out to you for a request of a denial letter for the claim above (1208743-0719-2025).
Thank you,
Allanah “Spirit” Port
Task
Allanah Spirit
2026-03-20 7d ago
Tried to call client phone is disconnected need updated contact information sent email.
Task
Filevine System
2026-03-17 10d 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
Check Deposited
Filevine System · 2026-02-25 30d ago
23 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$6,295Billed
$9,500Settlement
Royel MoonParalegal
2025-10-15Intake Date
Score drivers: 5 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Operations
2025-12-29 88d ago
Please write a UM/UIM demand letter as her 1st party insurance IS stackable by $25K Added on @operations
OverdueFilevine System → Cyarra Walters
2025-12-15 102d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-12-15 102d 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
2025-12-13 104d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-12-09 108d ago
Catatrina is completely done with treatment. She also did Chiro.No injections. Please collect all records and bills with urgency @spirit
Task
Filevine System
2026-02-25 30d ago
Check Deposited
Task
Filevine System
2026-02-25 30d ago
Confirm Receipt of Check(s)
Note
Hewitt Mesfin
2026-02-10 45d ago
To: [catarinacenteiomvaz992349906@thejrlawgroup.filevineapp.com](
Date: Tue Feb 10 2026 05:52:36 GMT+00:00
Get Outlook for Mac
Date: Tuesday, February 10, 2026 at 12:29?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Mode
Note
Hewitt Mesfin
2026-02-10 45d ago
To: [CatarinaCenteioMVAZ992349906@thejrlawgroup.filevineapp.com](
Date: Tue Feb 10 2026 05:50:45 GMT+00:00
Get Outlook for Mac
Date: Tuesday, February 10, 2026 at 12:26?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Mode
Task
Filevine System
2026-02-05 50d ago
Receive Release from Insurance Adjuster
Task
Filevine System
2026-02-05 50d ago
Submit Lien Reductions
Obtain Any Applicable POAs
Filevine System · 2026-03-27 0d ago
8 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$56,013Billed
$31,013 overOver-Policy Exposure
Royel MoonParalegal
2026-01-27Intake Date
Score drivers: Critical Over-policy $31,013 5 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-27 28d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueCyarra Walters → Operations
2026-02-05 50d ago
There are 3 Bi exposures, this needs to go into demands ASAP!!!! with onyl $25k/$50K @operations
OverdueFilevine System → Operations
2026-02-08 47d ago
@Operations Please Draft Demand
OverdueAlexis Gorman → Cyarra Walters
2026-01-28 58d ago
Police report info? @cyarra1
NoteASSIGNED
Cyarra Walters
2026-03-03 24d ago
Dear Existing and General Inquiries
ATTN: Atlanta
Laura Aleman from Elevate called to verify representation for client, Celace Poliard.
Email: laura.aleman@elevatepfs.com. If emailing place Ref # in Subject Line.
Please call her back at 601-932-4404. Provide Ref # 64738491
Task
Filevine System
2026-03-27 0d ago
Obtain Any Applicable POAs
Task
Filevine System
2026-03-27 0d ago
Obtain Client Signature on Release
Task
Filevine System
2026-03-27 0d ago
Submit Lien Reductions
Task
Filevine System
2026-03-27 0d ago
Receive Release from Insurance Adjuster
Note
Princess Robinson
2026-03-13 14d ago
received settlement check and release today
Task
Filevine System
2026-02-20 35d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-09 18d ago
20 weeksCase Age
3wk / 6wk SLAPhase Duration
$75Billed
$75 overOver-Policy Exposure
Royel MoonParalegal
2025-11-06Intake Date
Score drivers: Over-policy $75 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueOperations → Royel Moon
2026-03-23 4d ago
To: [shawannawilliamsz992360520@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 05:41:07 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gro
OverdueFilevine System → Alexis Gorman
2026-03-05 22d 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
2026-03-08 19d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2025-11-07 140d 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
Operations
2026-03-05 22d ago
To: [shawannawilliamsz992360520@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 05:41:07 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gro
Task
Filevine System
2026-03-09 18d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Task
Filevine System
2026-03-05 22d 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
2026-03-05 22d ago
* @rm1 or @cyarra review case with case manager
Task
Filevine System
2026-03-05 22d 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
2026-03-05 22d ago
@Operations Please Draft Demand
Note
Filevine System
2026-03-03 24d 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
Demand Received / Follow Up
Filevine System · 2026-03-05 22d ago
31 weeksCase Age
20wk / 6wk SLAPhase Duration
$9,281Billed
$9,281 overOver-Policy Exposure
Royel MoonParalegal
2025-08-18Intake Date
Score drivers: Over-policy $9,281 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-12 15d ago
Demand Received / Follow Up
OverdueFilevine System → Alexis Gorman
2025-09-25 183d ago
Contact Randon Davis with the client portal to update them on the case progress.
OverdueAnel Vasquez → Cyarra Walters
2025-08-20 219d ago
Good Morning Mr. Davis!
This is case manager Anel Vasquez from The JR Law Group. Hope you are doing well today. I tried to reach out to you earlier today via phone call but no luck and was unable to leave a voice message. The reason for my call is that I need for you to provide you drivers license n
OverdueAnel Vasquez → Cyarra Walters
2025-08-20 219d ago
Good Morning Mr. Davis!
This is case manager Anel Vasquez from The JR Law Group. Hope you are doing well today. I tried to reach out to you earlier today via phone call but no luck and was unable to leave a voice message. The reason for my call is that I need for you to provide you drivers licens
OverdueFilevine System → Anel Vasquez
2025-08-22 217d ago
Follow up on Contracts and Police Report
TaskASSIGNED
Royel Moon
2026-01-30 56d ago
'@alexisgorman can you set up the claim for Hanover it hasn't been set up yet cause we couldn't find the information
Task
Filevine System
2026-03-05 22d ago
Demand Received / Follow Up
Task
Filevine System
2026-02-19 36d ago
Demand Received / Follow Up
Reminder
Filevine System
2026-01-30 56d ago
'-30 day(s) to [Discovery Response Deadline for Progressive Response and Request to Plaintiff in Discovery](https://thejrlawgroup.filev.io/r/i/d0ee99f4-4c8b-4491-923f-730558d545ba)
(as of 3/1/2026)
~~-20 day(s) to [Discovery Response Deadline for Progressive Response and Request to Plaintiff in Dis
Task
Filevine System
2026-01-29 57d ago
Demand Received / Follow Up
Task
Filevine System
2026-01-13 73d ago
Demand Received / Follow Up
Task
Filevine System
2025-12-26 91d ago
Demand Received / Follow Up
Another Flustered client. please call her and let her know the update on the records request @spirit
Cyarra Walters · 2026-03-20 7d ago
20 weeksCase Age
17wk / 17wk SLAPhase Duration
$5000000Coverage
Royel MoonParalegal
2025-11-07Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-20 7d ago
Another Flustered client. please call her and let her know the update on the records request @spirit
OverdueCyarra Walters → Cyarra Walters
2025-12-05 112d ago
Spirit, please take over this case and assign it to yourself. I need movement on the property damage portion for the client, we need a rental assignment from Sedgwick. @spirit Taylor from Sedgewick 904-419-5335
OverdueFilevine System → Alexis Gorman
2025-11-25 122d 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
OverdueCyarra Walters → Cyarra Walters
2025-11-07 140d ago
You would only turn on the client portal, once she signs the contingency and hippa and actually hires us. @dashaallen
OverdueFilevine System → Alexis Gorman
2025-11-08 139d 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
2026-03-20 7d ago
Another Flustered client. please call her and let her know the update on the records request @spirit
TaskASSIGNED
Royel Moon
2026-02-04 51d ago
Attempt to call again and send follow up email
TaskASSIGNED
Cyarra Walters
2026-02-02 53d ago
Please call her and check on treatment. Its been nearly 2 months since anyone checked on her @spirit
NoteASSIGNED
Cyarra Walters
2025-12-09 108d ago
She is moving, she is selling a house, failing nursing exams, etc, Thus she expressed she is "too busy to treat" she will resume everything after January 1st
TaskASSIGNED
Cyarra Walters
2025-12-01 116d ago
Spirit, please take over this case and assign it to yourself. I need movement on the property damage portion for the client, we need a rental assignment from Sedgwick. @spirit Taylor from Sedgewick 904-419-5335
Sms
Allanah Spirit
2026-02-10 45d ago
Hey this is Spirit from The Jr Law Group I have received your text I am submitting a request for your bills and records, How is the other treatment going ?
Task
Filevine System
2025-11-25 122d 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
Liability accepted $25K
Cyarra Walters · 2026-03-24 3d ago
3 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
Royel MoonParalegal
2026-03-02Intake Date
Score drivers: 5 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-02 25d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-03-02 25d ago
Contact Monieshia Bates with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-03-02 25d 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
2026-03-02 25d 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
2026-03-02 25d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Monieshia Bates 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
Liability accepted $25K
TaskASSIGNED
Cyarra Walters
2026-03-23 4d ago
For the attention of INSURANCE ADJUSTERS
Chdel from First Acceptance called regarding client Monisha Bates, requesting case status for herself and the client. ATTN: Atlanta.
Please could you call back on 615-844-2900.
Email: existingclaims@firstacceptance.com
I tried to transfer the call.
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please set up the claim and see if she can get a rental @alexisgorman
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please get the police report: Morrow Police Department: Report No. 26014504 @alexisgorman
Note
Allanah Spirit
2026-03-20 7d ago
Called adj fro an update on Liability.
Sms
Allanah Spirit
2026-03-11 16d ago
Hey this is Spirit with The Jr Law Group, Iceberg will be giving you a call for an appointment, they offer Lyft service.
Note
Allanah Spirit
2026-03-11 16d ago
To: [existingclaims@firstacceptance.com](
Cc: [monieshiabatesmvaz992449160@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 06:23:02 GMT+00:00
Good afternoon,
Please find the request police report for the claim number above (0102603343),
Thank you,
Allanah “Spirit” Porter
Legal Assistant
T
25503517496. Claim number.
Allanah Spirit · 2026-03-25 2d ago
28 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$11,762Billed
Royel MoonParalegal
2025-09-11Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-02-15 40d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-11-07 140d ago
Please call Cobb Pain and Wellness and find out where the bills are at @spirit
OverdueCyarra Walters → Princess Robinson
2025-10-21 157d ago
Please call the adjuster and ask how many BI exposures are there? How many injury claims?... we need to know if the other two people are making an injury claim, we represent rayna and her daughter but no clue if the people in the middle car are making an injury claim @spirit
OverdueFilevine System → Cyarra Walters
2025-09-12 196d 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
Operations
2026-03-07 20d ago
To: [RaynaButlerMVAZ992327012@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Sat Mar 07 2026 09:56:00 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
Sms
Allanah Spirit
2026-03-25 2d ago
25503517496. Claim number.
Task
Filevine System
2026-03-10 17d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Task
Filevine System
2026-03-09 18d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
Task
Filevine System
2026-03-09 18d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
Fax
Allanah Spirit
2026-03-09 18d ago
Fax to Progressive (833) 905-1744 Page Count:49
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
* 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
* Add settlement information to the settlement tab
* Ensure Lien and Expenses tab are accurate
* These will be need to automatically generate a stat
Filevine System · 2026-03-20 7d ago
28 weeksCase Age
1wk / 6wk SLAPhase Duration
$10000Coverage
$10,417Billed
$417 overOver-Policy Exposure
Royel MoonParalegal
2025-09-10Intake Date
Score drivers: Critical Over-policy $417 4 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-01-29 57d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2026-01-12 74d ago
Looks like no one has checked on her in 4 months? @spirit
OverdueFilevine System → Princess Robinson
2025-09-18 190d ago
Contact Marie Luc with the client portal to update them on the case progress.
OverdueCyarra Walters → Cyarra Walters
2025-09-11 197d ago
Please call and introduce yourself and get details of what happend in the accident, I never spoke to the mother Marie, I've only ever spoke to her daughter Dania Luc who was her referral source and a previous client. @casemanager1
NoteASSIGNED
Cyarra Walters
2026-03-13 14d ago
they are tendering the limits $10,000.00
NoteASSIGNED
Cyarra Walters
2026-03-13 14d ago
For the attention of INSURANCE ADJUSTERS
Dez C from Progressive Insurance called with respect to the client Marie Cristov Luc.
He is looking for you tax id number please.
Please could you call back on 407-949-9702.
I tried to transfer the call, however there was no repl
TaskASSIGNED
Cyarra Walters
2026-03-09 18d ago
Patricia, 972-871-6803 from Allstate called me make sure we received the Medpay lien. she will email it over to me now
Task
Filevine System
2026-03-20 7d ago
* Add settlement information to the settlement tab
* Ensure Lien and Expenses tab are accurate
* These will be need to automatically generate a statement of trust
Note
Hewitt Mesfin
2026-03-16 11d ago
To: [MarieLucZ992326083@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 03:22:58 GMT+00:00
Get Outlook for Mac
Date: Monday, March 16, 2026 at 10:23?AM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Loc
Fax
Allanah Spirit
2026-03-09 18d ago
Fax to Progressive (833) 905-1744 Page Count:5
Fax
Allanah Spirit
2026-03-02 25d ago
Fax to (833) 905-1744 Page Count:47
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on clie
Filevine System · 2026-03-23 4d ago
45 weeksCase Age
7wk / 17wk SLAPhase Duration
$100000Coverage
$16,405Billed
Royel MoonParalegal
2025-05-14Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueRoyel Moon → Royel Moon
2026-02-04 51d ago
Follow up with bills and records
OverdueAmari Kedar → Cyarra Walters
2025-11-17 130d ago
Spoke to Tyrone; he is having difficulty getting to his appointments because of his work schedule but did reschedule for this coming Monday. He got images in late July so it's not too bad of a lapse in treatment.
OverdueAmari Kedar → Cyarra Walters
2025-07-22 248d ago
Call Ateen (adjuster) and ask for acceptance of liability in writing @cyarra1
OverdueAmari Kedar → Cyarra Walters
2025-07-18 252d ago
Call Ateen (adjuster) and ask for acceptance of liability in writing @cyarra1
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-23 4d 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
Task
Filevine System
2026-03-16 11d 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
Task
Filevine System
2026-03-16 11d 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
Task
Filevine System
2026-03-09 18d 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
Task
Filevine System
2026-03-09 18d 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
Task
Filevine System
2026-03-02 25d 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
Task
Filevine System
2026-03-02 25d 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
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on clie
Filevine System · 2026-03-26 1d ago
23 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$6,444Billed
Royel MoonParalegal
2025-10-12Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Allanah Spirit
2026-03-18 9d ago
We also need these two bills: Radiology: Summit Radiology
Phys: Walker Lake Emergency Group
OverdueAllanah Spirit → Cyarra Walters
2026-01-13 73d ago
Called for an update on her treatment, no answer left vm for a CB.
OverdueCyarra Walters → Cyarra Walters
2025-12-09 108d ago
I need her hospital records and bills, get her Mychart Login @spirit
OverdueCyarra Walters → Alexis Gorman
2025-10-24 154d ago
Report No. 202500060209
TaskASSIGNED
Cyarra Walters
2026-03-13 14d ago
MyChart Login:
@spirit
Username: Chansmith27.
Password: Lovelyretha3
Task
Filevine System
2026-03-26 1d 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
Task
Filevine System
2026-03-26 1d 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
Hewitt Mesfin
2026-03-19 8d ago
To: [ChandlerSmithMVAZ992348507@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:25:19 GMT+00:00
Get Outlook for Mac
Date: Thursday, March 19, 2026 at 4:22?PM
To: Case Managers
Subject: Chandler Smith
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Locatio
Task
Princess Robinson
2026-03-19 8d ago
Dear Existing and General Inquiries
Attn: Spirit
Chandler Smith called to follow up in regards to her case.
Could you please call her today at 470-654-6766?
Moneypenny
Date: 3/19/2026
Time: 12:26 EST
Caller Number: 5049771116
Task
Filevine System
2026-03-19 8d 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
Task
Filevine System
2026-03-19 8d 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
Task
Filevine System
2026-03-12 15d 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
To: [DRKENDALL@ADJUSTATLANTA.COM](
Cc: [alberypatrickmvaz992347216@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 03:55:56 GMT+00:00
Good morn
Allanah Spirit · 2026-03-24 3d ago
24 weeksCase Age
15wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-10-08Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-12-09 108d ago
A UM claim was never set up. You only set up a MEDPAY claim. I fixed it. @dashaallen
OverdueFilevine System → Dasha Allen
2025-12-08 109d 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
OverdueCyarra Walters → Princess Robinson
2025-10-22 156d ago
Please collect this police report. The Agency was "Georgia state Patrol" @spirit
OverdueFilevine System → Cyarra Walters
2025-10-09 169d 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
Royel Moon
2026-02-10 45d ago
Call client and check in. Let him know the importance of the MRI wording - "We want to make sure you don't have any additional injuries and can make a full recovery while your able to treat under the insurance"
TaskASSIGNED
Cyarra Walters
2026-02-03 52d ago
I called Albery Patrick and we downloaded, and still has not done the MRIS yet. @shawnt Please call Adjust Atlanta, and ask them whats the hold up and get him to send the MRIs to Amera Imaging
NoteASSIGNED
Cyarra Walters
2026-02-03 52d ago
UM adjuster is Yolanda Williams c)248-994-9677
NoteASSIGNED
Cyarra Walters
2025-12-09 108d ago
Good morning,
I handle the Medical Payments Coverage for Albert Patrick. I see he was a passenger in a non owned vehicle. We are secondary to the vehicle he was in. If they do not carry Medical Payments Coverage, please send us a letter from the Insurance stating so. If they do, we will need a le
Note
Allanah Spirit
2026-03-24 3d ago
To: [DRKENDALL@ADJUSTATLANTA.COM](
Cc: [alberypatrickmvaz992347216@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 03:55:56 GMT+00:00
Good morning,
Thank you for speaking with me today, here is the written request for a current bill amount for the client above (Patrick, Albery DOB:08/25/1978
Sms
Shawn Taylor
2026-01-20 66d ago
Hey there Albery , it is Shawn from THE JR LAW GROUP. Give me a call back when you can . Thanks!
Note
Shawn Taylor
2026-01-14 72d ago
Called and got voicemail. Will try in a hour
Note
Princess Robinson
2026-01-07 79d ago
To Shawn
To: [tleikam@acmclaims.com](
Cc: [jazlynjacksonmvaz992338263@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 04:00:10 GMT+00:00
Good morning,
Allanah Spirit · 2026-03-23 4d ago
24 weeksCase Age
10wk / 6wk SLAPhase Duration
$18,475Billed
$18,475 overOver-Policy Exposure
Royel MoonParalegal
2025-10-07Intake Date
Score drivers: Over-policy $18,475 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Cyarra Walters
2026-01-17 69d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-17 69d 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
2026-01-09 77d ago
@Operations Please Draft Demand
OverdueCyarra Walters → Cyarra Walters
2025-11-07 140d ago
Please call Cimarron and see if tliabilty was accepted @spirit
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
I need the denial of coverage letter from Cimarron insurance (Claim No. 265007829) ASAP and need to send it over to State Farm @spirit
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please send this in to the state farm adjuster @spirit
Note
Allanah Spirit
2026-03-23 4d ago
To: [tleikam@acmclaims.com](
Cc: [jazlynjacksonmvaz992338263@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 04:00:10 GMT+00:00
Good morning,
Please find the attached letter of representation for the claim number above.
Can you please respond with the requested denial letter.
Thank you,
Al
Note
Allanah Spirit
2026-03-20 7d ago
To: [rlemon@acmclaims.com](
Cc: [jazlynjacksonmvaz992338263@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 06:56:00 GMT+00:00
Good afternoon,
Our office is reaching out to you for a request of a denial letter for the claim above (2650078290.
Thank you,
Allanah “Spirit” Porter
Legal
Note
Allanah Spirit
2026-03-03 24d ago
To: [statefarmclaims@statefarm.com](
Cc: [jazlynjacksonmvaz992338263@thejrlawgroup.filevineapp.com](
Date: Tue Mar 03 2026 07:02:10 GMT+00:00
Good afternoon,
Please find the attached affidavit for the claim number above(1191W351S).
Thank you
Allanah “Spirit” Porter
Legal Assistant
The JR Law
Note
Allanah Spirit
2026-02-25 30d ago
Dear Hewitt
Mark from State Farm Claims called regarding getting a LLR for Jazyln Jackson. Mentioned that he will also be reaching out through email regarding this matter.
Claim number 1191W351S.
Please could you call back on 404-943-7649.
did not receive release , awaiting for a call back for a
Task
Filevine System
2026-01-14 72d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
Called to inform him the suit is out for service and once its served they have 30 days to respond
Royel Moon · 2026-03-19 8d ago
20 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$25,025Billed
Royel MoonParalegal
2025-11-07Intake Date
Score drivers: 4 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAlexis Gorman → Cyarra Walters
2026-01-14 72d ago
I called the adjuster to see if elf she ever got the drop letter form the previous law firm and she said no, I called the law firm and spoke with Stephanie, the handling paralegal, she is going to get one over tone, she also mentioned that before he retained them Mr. Johnson was with a law firm call
OverdueCyarra Walters → Cyarra Walters
2025-12-30 87d ago
We need all of his records and bills @alexisgorman please request them from each facility
OverdueFilevine System → Cyarra Walters
2025-11-15 132d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2025-11-08 139d 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
PhcallASSIGNED
Royel Moon
2026-03-19 8d ago
Called to inform him the suit is out for service and once its served they have 30 days to respond
NoteASSIGNED
Royel Moon
2026-02-24 31d ago
PENDING SUMMONS APPROVAL TO SEND FOR SERVICE
TaskASSIGNED
Cyarra Walters
2026-01-28 58d ago
Please send him litigation questionnaire @alexisgorman
TaskASSIGNED
Cyarra Walters
2026-01-28 58d ago
We need to draft lawsuit and file it ASAP @rm1
Note
Alexis Gorman
2026-03-04 23d ago
Called for an update AGAIN.
Task
Alexis Gorman
2026-02-11 44d ago
'@cyarra1 Hey he wants a 5k loan
Note
Princess Robinson
2026-02-10 45d ago
Dear Alexis
Steven Johnson called wishing to get an update on his case.
Please could you call back on 318-237-6535 or email: stevenjohns23@yahoo.com .
Moneypenny
Date: 2/10/2026
Time: 11:30 EST
Caller Number: 3182376535
Please contact Alexander.Perez@moneypenny.com if you have any questions abo
Note
Alexis Gorman
2026-01-28 58d ago
To: [stevenjohns23@yahoo.com](
Cc: Office Manager [admin@thejrlawgroup.com](
Date: Wed Jan 28 2026 05:24:37 GMT+00:00
Hi Mr. Johnson, attached is our Pre Litigation questionnaire, please answer each question as honest and accurately as possible. Thank you
Alexis Gorman
Legal Assistant
The JR
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-26 1d ago
5 weeksCase Age
5wk / 6wk SLAPhase Duration
$25000Coverage
$2,315Billed
Royel MoonParalegal
2026-02-18Intake Date
Score drivers: 4 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-19 36d ago
Spoke to USAA BI Limits are $25K/$50K and $100K in Property Damages
OverdueAllanah Spirit → Cyarra Walters
2026-02-18 37d ago
Dimigo Chiro.
OverdueCyarra Walters → Cyarra Walters
2026-02-18 37d ago
They were travelling in the 2nd lane to the fast lane, the Police department, Atlanta Police Department REPORT No. 260441606 // License No. 855852380 GA State No injuries reported. The ambulance checked the little girl 11 year old. He went to EMORY hospital on hillandale in Lithonia and gave him tw
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
2026-03-25 2d ago
Texco // 425 Senoia Rd, Fairburn, GA 30213
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
he saw a neuro and they recommended a MRI for the spine and oxygen therapy,
TaskASSIGNED
Cyarra Walters
2026-03-24 3d ago
It appears he has not done his MRIs yet @spirit
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
For the attention of INSURANCE ADJUSTERS
Taijon Steward from USAA called wishing to speak with you in regards to Desmond Tobler.
Claim Number: 011770630-803
Please could you call back on 210-531-8722 ext 40907
I attempted to transfer and there was no answer.
Task
Filevine System
2026-03-26 1d 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
2026-03-19 8d 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
2026-03-12 15d 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
2026-03-05 22d 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
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-27 0d ago
9 weeksCase Age
9wk / 12wk SLAPhase Duration
$30000Coverage
$1,903Billed
Royel MoonParalegal
2026-01-18Intake Date
Score drivers: 4 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-02-23 32d ago
(no description)
OverdueRoyel Moon → Cyarra Walters
2026-02-16 39d ago
attach the affidavit
OverdueCyarra Walters → Cyarra Walters
2026-01-20 66d ago
Please get police report and set up for treatment @spirit
OverdueFilevine System → Alexis Gorman
2026-01-19 67d 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
Task
Filevine System
2026-03-27 0d 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
2026-03-20 7d 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
2026-03-12 15d 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
2026-03-05 22d 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
2026-02-26 29d 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
Allanah Spirit
2026-02-23 32d ago
Rental set up and new medical facility due to MSI is required an open and active PIP claim and coverage, he does not have PIP.
Task
Filevine System
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
Spoke with Alec sent PR to email for gap coverage.
Allanah Spirit · 2026-03-24 3d ago
3 weeksCase Age
3wk / 17wk SLAPhase Duration
$100000Coverage
$10,605Billed
Royel MoonParalegal
2026-03-01Intake Date
Score drivers: 4 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Hewitt Mesfin
2026-03-24 3d ago
Please add us into the GEICO claim @hewittmesfin Claim No. 8796-1895-0000-0003
OverdueFilevine System → Alexis Gorman
2026-03-02 25d 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
OverdueCyarra Walters → Cyarra Walters
2026-03-02 25d ago
Please call and introduce yourself to Alec and his new case manager @shawnt , this is an ATLANTA accident. I emailed you everything you need upload. Also, send out LOR and add us into the Geico Claim
OverdueFilevine System → Alexis Gorman
2026-03-02 25d 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
2026-03-24 3d ago
Please add us into the GEICO claim @hewittmesfin Claim No. 8796-1895-0000-0003
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
He is now treating at Hope Neurology
TaskASSIGNED
Cyarra Walters
2026-03-23 4d ago
Please order the official police report off of buycrash
@spirit
Note
Allanah Spirit
2026-03-24 3d ago
Spoke with Alec sent PR to email for gap coverage.
Note
Allanah Spirit
2026-03-24 3d ago
To: [geicoclaims@geico.com](
Cc: [alecweedenmvaz992449072@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 05:55:00 GMT+00:00
Good afternoon,
Please find the attached letter of representation for the claim number (8796-1895-0000-0003).
Thank you
Allanah “Spirit” Porter
Legal Assistant
The
Note
Allanah Spirit
2026-03-24 3d ago
Sent LOR via email ' cc'd the project email.Will also call the Adj.
Note
Client Portal
2026-03-24 3d ago
Hello. I was wondering if you have obtained a copy of the police report. It’s needed for insurance purposes (GAP). I have tired but no avail.
Please either response to this trend,
email at alecweedenjr@gmail.com
or
by txt to 470-927-1778.
Thanks in advance.
Sms
Allanah Spirit
2026-03-23 4d ago
Hey this is Spirit again, with the Jr Law Group, are you able to text me that police report number?
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-27 0d ago
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$5,877Billed
Royel MoonParalegal
2025-12-04Intake Date
Score drivers: 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-02-11 44d ago
Adj is requesting property damages photos sent via email.
OverdueCyarra Walters → Cyarra Walters
2025-12-11 106d ago
Need to hold off on additional treatment until we can find insurance @spirit
OverdueFilevine System → Alexis Gorman
2025-12-05 112d 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
2026-03-20 7d ago
MAKE SURE SHE RETURNS TO TREATMENT, see if the chiro can get her in the door today!!! She leaves out of the country for a week beginning monday @spirit Call Pham chiropractic
Filevine System → Allanah Spirit
2026-03-27 0d 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
2026-03-27 0d 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
Cyarra Walters → Cyarra Walters
2026-04-02
MAKE SURE SHE RETURNS TO TREATMENT, see if the chiro can get her in the door today!!! She leaves out of the country for a week beginning monday @spirit Call Pham chiropractic
Task
Filevine System
2026-03-20 7d 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
Hewitt Mesfin
2026-03-16 11d ago
Dec page attached
Note
Allanah Spirit
2026-03-13 14d ago
Sent fax for request of bills and records for her and her daughter.
Fax
Allanah Spirit
2026-03-13 14d ago
Fax to Wellstar Hospital-Paulding (770) 999-2155 Page Count:3
Fax
Allanah Spirit
2026-03-13 14d ago
Fax to Wellstar Hospital-Paulding (770) 999-2155 Page Count:3
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-27 0d ago
8 weeksCase Age
7wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-28Intake Date
Score drivers: 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-26 29d ago
Denial of liability @spirit , call me so we can rule out whether we need to withdraw.
OverdueCyarra Walters → Cyarra Walters
2026-01-29 57d ago
Where are you sending her for treatment? @spirit
Have her do MRIS at Texas Diagnostic imaging
Neuro at United Nuerology
OverdueFilevine System → Alexis Gorman
2026-01-29 57d 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
Denial of liability @spirit , call me so we can rule out whether we need to withdraw.
Filevine System → Allanah Spirit
2026-03-27 0d 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
2026-03-27 0d 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
Allanah Spirit
2026-03-17 10d ago
Sent email for them to mail over video footage.
Note
Allanah Spirit
2026-03-17 10d ago
To: FOIA [FOIA@transitchicago.com](
Cc: [lakeishaparrismvaz992434896@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 06:34:51 GMT+00:00
Good afternoon ,
So, we have tried everything to get this footage to work on our MacBook's and was not successful. Our office manager has bought a DVD pla
Task
Filevine System
2026-03-10 17d 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
Allanah Spirit
2026-03-03 24d ago
Spoke with client kept her updated about the footage.
Task
Filevine System
2026-03-03 24d 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
Allanah Spirit
2026-02-27 28d ago
To: FOIA [FOIA@transitchicago.com](
Cc: [lakeishaparrismvaz992434896@thejrlawgroup.filevineapp.com](
Date: Fri Feb 27 2026 09:29:08 GMT+00:00
Unfortunately, that .exe file is not compatible with our software, the only way to retrieve the footage is to covert the file that is compatible to out Mac s
To: [BilalHewittMVAZ992348506@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:24:01 GMT+00:00
Get Outlook for Mac
Date: Thursday, March 1
Hewitt Mesfin · 2026-03-19 8d ago
23 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$29,268Billed
$4,268 overOver-Policy Exposure
Royel MoonParalegal
2025-10-12Intake Date
Score drivers: Critical Over-policy $4,268 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-02-02 53d ago
@Operations Please Draft Demand
OverdueShawn Taylor → Cyarra Walters
2026-01-26 60d ago
Lien doc has been uploaded and Lien info has been updated . @cyarra1
OverdueCyarra Walters → Cyarra Walters
2025-11-26 121d ago
Oct 11- $3,984.00
Oct 30th- $1,594.81
NoteASSIGNED
Operations
2026-03-05 22d ago
To: [bilalhewittmvaz992348506@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 09:08:50 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
TaskASSIGNED
Cyarra Walters
2026-02-18 37d ago
Upload all the hospital bills and records i setn you via email @spirit
Note
Hewitt Mesfin
2026-03-19 8d ago
To: [BilalHewittMVAZ992348506@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:24:01 GMT+00:00
Get Outlook for Mac
Date: Thursday, March 19, 2026 at 4:19?PM
To: Case Managers
Subject: Bilal Hewitt
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Location: N
Task
Filevine System
2026-03-09 18d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Task
Filevine System
2026-03-05 22d 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
2026-03-05 22d 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
2026-03-05 22d ago
* @rm1 or @cyarra review case with case manager
Task
Filevine System
2026-03-05 22d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-26 1d ago
23 weeksCase Age
21wk / 17wk SLAPhase Duration
$100000Coverage
$12,764Billed
Royel MoonParalegal
2025-10-13Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-12 43d ago
Please call Ms. Tanya at North Alabama and tell her we need an MRI order for his chest/ribs ASAP @spirit i need him to get this MRI done by saturday.
OverdueCyarra Walters → Cyarra Walters
2026-01-12 74d ago
Please call each place and get updated balances @spirit
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
He is now treating at:
Legacy Health Chiropractic beginning
7185 Hwy 72 #A, Madison, AL 35758
NoteASSIGNED
Cyarra Walters
2026-03-17 10d ago
He is scheudled to get injections on April 2nd at OSSP
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
Martell completed the Ribs Series X-ray and he goes back on Tuesday of the follow up appointment.
Task
Filevine System
2026-03-26 1d 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
2026-03-19 8d 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
Princess Robinson
2026-03-18 9d ago
Good afternoon
I hope you are doing well. Your client was recently seen and was recommended the following:
Right L4 TFESI (estimated cost ~$8K)— —scheduled for 04/03/2026 @ 10:00
Right L4 TFESI (estimated cost ~$8K)— —Not scheduled
To date, their estimated balance with OSSP is $4,000
miss
Task
Filevine System
2026-03-12 15d 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
Fax
Allanah Spirit
2026-03-06 21d ago
Fax to Outpatient Diagnostic Center (256) 532-2420 Page Count:1
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-23 4d ago
23 weeksCase Age
23wk / 17wk SLAPhase Duration
$1000000Coverage
$38,699Billed
Royel MoonParalegal
2025-10-13Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2025-10-23 155d ago
*47125 Ext for Supervisor
OverdueCyarra Walters → Cyarra Walters
2025-10-21 157d ago
Please call USAA and find out who the adjuster is for both PD and BI, i need these ASAP @spirit
NoteASSIGNED
Cyarra Walters
2026-02-25 30d ago
I spoke to Mr. Ben (Ext. 42648) with USAA , he spoke to Lauren Campbell (who is the adjuster for progressive) who Said they denied coverage!! We will need to litigate asap, The UM/UIM is closing their file due to excess coverage on the liability side. @rm1
TaskASSIGNED
Cyarra Walters
2026-02-19 36d ago
Please send him to United Neurology: billing@unitedneurology.com & intake@unitedneurology.com; ASAP for his headaches @spirit
Task
Filevine System
2026-03-23 4d 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
2026-03-16 11d 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
2026-03-09 18d 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
Allanah Spirit
2026-03-06 21d ago
Did you want me to pause treatment? @princessann1
Task
Filevine System
2026-03-02 25d 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
2026-02-20 35d 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
Called and spoke with her , explained we are awaiting for her bills and records to be uploaded. told her I will give her a call once we have sent ever
Allanah Spirit · 2026-03-27 0d ago
11 weeksCase Age
2wk / 12wk SLAPhase Duration
$50000Coverage
$24,857Billed
Royel MoonParalegal
2026-01-07Intake Date
Score drivers: 2 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-01-16 70d ago
Lilburn Police Department Report No. LP26000033 // please collect Police report @spirit
OverdueFilevine System → Alexis Gorman
2026-01-08 78d 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
Allanah Spirit
2026-03-27 0d ago
Called and spoke with her , explained we are awaiting for her bills and records to be uploaded. told her I will give her a call once we have sent everything out.
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-18 9d 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
Task
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
Task
Filevine System
2026-03-18 9d 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
Task
Filevine System
2026-03-11 16d 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
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upl
Filevine System · 2026-03-27 0d ago
33 weeksCase Age
2wk / 17wk SLAPhase Duration
$101000Coverage
$22,648Billed
Royel MoonParalegal
2025-08-05Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Amari Kedar
2025-08-19 220d ago
Call Prenecia Ponds at 678 559 6819 to update them on the case progress.
OverdueAmari Kedar → Cyarra Walters
2025-08-07 232d ago
Please see attached police report and advise. Do you think Ashton would be able to run the car information and get the owner/insurance? Or is there no case? She has no UM/UIM coverage at all, and she was driving a rental so her insurance told her she would have to pay for the damages of the vehicle
Task
Filevine System
2026-03-27 0d 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
Sms
Allanah Spirit
2026-03-26 1d ago
Hey , This is Spirit. this is the number you can text me on.
Task
Filevine System
2026-03-26 1d 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
Task
Filevine System
2026-03-26 1d 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
Task
Allanah Spirit
2026-03-20 7d ago
Called hospital for bills and record , no answer left vm .
Task
Filevine System
2026-03-19 8d 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
Task
Filevine System
2026-03-19 8d 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
Task
Filevine System
2026-03-19 8d 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
What was the conversation you had with her today, she said she spoke to her already @spirit
Cyarra Walters · 2026-03-24 3d ago
12 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$8,875Billed
Royel MoonParalegal
2025-12-30Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-01-09 77d ago
Please find out if liabailty was accepted, yet. She needs to get her car fixed. Have you called and introduced yourself yet? @spirit
OverdueFilevine System → Alexis Gorman
2025-12-31 86d 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
2026-03-24 3d ago
What was the conversation you had with her today, she said she spoke to her already @spirit
NoteASSIGNED
Cyarra Walters
2026-03-02 25d ago
The New adjuster is: Emily (Geico- Bodily Injury Department) 856-355-7919
Task
Filevine System
2026-03-23 4d 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
2026-03-16 11d 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
Allanah Spirit
2026-03-11 16d ago
To: [medicalrecords@regionalmedicalgroup.com]( [billing@regionalmedicalgroup.com](
Cc: [ndyiapersonmvaz992422011@thejrlawgroup.filevineapp.com](
Date: Wed Mar 11 2026 07:19:08 GMT+00:00
Good afternoon,
Please find the attached request for bills and records for the client.
Thank you,
Allanah “Spir
Task
Filevine System
2026-03-09 18d 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
2026-03-02 25d 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
Princess Robinson
2026-02-21 34d ago
call for final balance
She is having her last surgery today
Cyarra Walters · 2026-03-25 2d ago
8 weeksCase Age
2wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-28Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-06 21d ago
See email task I sent you related to this attachment \ @spirit
OverdueFilevine System → Alexis Gorman
2026-01-29 57d 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
2026-03-25 2d ago
She is having her last surgery today
NoteASSIGNED
Cyarra Walters
2026-03-23 4d ago
Date: Monday, March 23, 2026 at 12:35 PM
To: Jeremy Robinson
Subject: FW: 1.20149.4/ Pigeon Forge Mountain Coaster, LLC/ Holt, Marlene
Dear Counsel,
For the above-mentioned claim, we invite you to submit a written demand package, including any supporting documentation, and your theory of li
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
The login information I sent you, were you not about
She went for her back, last week, X-ray muscle inflammation and she has to doing Physical Therapy.
The procedure for her head is for monday to drain out the rest of the fluid.
TaskASSIGNED
Cyarra Walters
2026-03-06 21d ago
See email task I sent you related to this attachment \ @spirit
Task
Filevine System
2026-03-25 2d 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
2026-03-18 9d 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
2026-03-11 16d 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
2026-03-10 17d ago
Contact Marlene Holt with the client portal to update them on the case progress.
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-05 22d ago
46 weeksCase Age
3wk / 17wk SLAPhase Duration
$250000Coverage
$5,020Billed
Royel MoonParalegal
2025-05-06Intake Date
Score drivers: 2 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-02-09 46d ago
@Operations Please Draft Demand
OverdueAmari Kedar → Cyarra Walters
2025-10-09 169d ago
What are we doing regarding these two cases because I have such a difficult time getting in touch with them/getting them to treat? @cyarra1
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please send this demand letter out @spirit
NoteASSIGNED
Operations
2026-03-02 25d ago
To: [antoniohammondsmvaz992267345@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 02 2026 06:14:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law G
Task
Filevine System
2026-03-05 22d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Note
Allanah Spirit
2026-03-03 24d ago
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: [antoniohammondsmvaz992267345@thejrlawgroup.filevineapp.com](
Date: Tue Mar 03 2026 10:16:41 GMT+00:00
Good afternoon,
Please find the attached medical bills and records for the claim number above (59-83N7-96D).
Thank you,
Allanah
Fax
Allanah Spirit
2026-03-03 24d ago
Fax to State Farm (855) 820-6318 Page Count:29
Task
Filevine System
2026-03-02 25d ago
* Ensure Not More Than 14 Days Have Elapsed Without An Initial Offer
* If offer received change phase to Negotiation , Settlement, or Pre Litigation
Task
Filevine System
2026-03-02 25d 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
2026-03-02 25d ago
* @rm1 or @cyarra review case with case manager
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-27 0d ago
4 weeksCase Age
4wk / 6wk SLAPhase Duration
$25000Coverage
$1,141Billed
Royel MoonParalegal
2026-02-23Intake Date
Score drivers: 1 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-24 31d 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
2026-03-11 16d ago
Radiology Bill
NoteASSIGNED
Cyarra Walters
2026-02-26 29d ago
Now treating at Ewing Chiropractic
Filevine System → Allanah Spirit
2026-03-27 0d 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
2026-03-27 0d 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
2026-03-20 7d 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
Sms
Allanah Spirit
2026-03-13 14d ago
Hello, This Spirit, it was great speaking to you, please don't hesitate to give me a call directly at 346-571-7837, or text this number directly. Thank you and have a great evening.
Note
Allanah Spirit
2026-03-13 14d ago
Called her mom Jamie Hill for an update on treatment. everything is going well.
Task
Filevine System
2026-03-12 15d 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
2026-03-05 22d 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
To: [s.t@thejrlawgroup.com](
Cc: [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com]( [casemanager.ap@thejrlawgroup.com]( [admin@th
Filevine System · 2026-03-17 10d ago
23 weeksCase Age
2wk / 6wk SLAPhase Duration
$12,322Billed
$12,322 overOver-Policy Exposure
Royel MoonParalegal
2025-10-15Intake Date
Score drivers: Over-policy $12,322 1 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Operations
2026-03-07 20d ago
@Operations Please Draft Demand
Note
Filevine System
2026-03-17 10d ago
To: [s.t@thejrlawgroup.com](
Cc: [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com]( [casemanager.ap@thejrlawgroup.com]( [admin@thejrlawgroup.com](
Date: Tue Mar 17 2026 06:55:03 GMT+00:00
Hello Shawn,
It was nice speaking with you. I have attached another denial letter for you
Task
Filevine System
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Note
Filevine System
2026-03-16 11d ago
To: Shawn Taylor [s.t@thejrlawgroup.com](
Cc: [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Mon Mar 16 2026 02:49:39 GMT+00:00
Hello,
I have forwarded this to the c
Note
Shawn Taylor
2026-03-16 11d ago
To: [claims@sedgwick.com](
Cc: Office Manager [admin@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 02:37:48 GMT+00:00
Demand Letter for our client Crystal Johnson.
Shawn
Note
Shawn Taylor
2026-03-16 11d ago
To: [markala.gregory@sedgwick.com](
Cc: [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Mon Mar 16 2026 02:33:00 GMT+00:00
Demand Letter for our client Crystal Johnson
Note
Shawn Taylor
2026-03-16 11d ago
To: [claims@sedgwick.com](
Cc: Office Manager [admin@thejrlawgroup.com]( Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( [crystaljohnsonwaldorfastoriaz992349883@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 02:25:07 GMT+00:00
Demand Letter for our client Crystal Johnson .
Sha
Fax
Shawn Taylor
2026-03-16 11d ago
Fax to Krishona Sampson (859) 280-2832 Page Count:6
Fax
Shawn Taylor
2026-03-16 11d ago
Fax to Keisha Burton (844) 676-6162 Page Count:6
Awaiting cash advance, contract needs to be signed before they can release
Hewitt Mesfin · 2026-03-27 0d ago
25 weeksCase Age
5wk / 17wk SLAPhase Duration
$500000Coverage
$17,323Billed
Royel MoonParalegal
2025-10-01Intake Date
Score drivers: 1 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-02-17 38d ago
Good afternoon,
I hope this email finds you well. I tried calling today regarding an update regarding the current representation of Ms. Jackson's case. Please provide me with a termination letter sent to the former attorney, or verify that your firm is Co-Counsel or solely representing Ms. Brianna
Note
Hewitt Mesfin
2026-03-27 0d ago
Awaiting cash advance, contract needs to be signed before they can release
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-24 3d 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
Task
Filevine System
2026-03-24 3d 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
2026-03-23 4d ago
To: Allanah Spirit Porter [casemanager.ap@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Cc: [briannajacksonz992336081@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 09:42:58 GMT-04:00
Following back up - any update?
Emily
***PLEASE NOTE: NEW ADDRESS (EFFECTIVE IMMEDIATELY
Note
Filevine System
2026-03-19 8d ago
To: Allanah Spirit Porter [casemanager.ap@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Cc: [briannajacksonz992336081@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:33:59 GMT-04:00
***PLEASE NOTE: NEW ADDRESS (EFFECTIVE IMMEDIATELY)***
* Paran Capital *
*4900 Ivey Road*
*S
Note
Filevine System
2026-03-19 8d ago
To: Allanah Spirit Porter [casemanager.ap@thejrlawgroup.com](
Cc: [briannajacksonz992336081@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:07:07 GMT-04:00
Thank you for getting this over! Would you mind providing a rough estimate
on the outstanding medicals?
Emily Cronin
***PLEASE NOT
Note
Allanah Spirit
2026-03-18 9d ago
To: Paran Capital [funding@parancapital.com](
Cc: [briannajacksonz992336081@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 09:06:33 GMT+00:00
Good afternoon,
Please find the new cash advance referral information.
Name: Brianna Jackson
Email: briiii676@gmail.com
Phone #: 770-657-2480
A
This is Spirit- Casemanager.ap@thejrlawgroup.com
Allanah Spirit · 2026-03-26 1d ago
16 weeksCase Age
0wk / 6wk SLAPhase Duration
$5000Coverage
$1,421Billed
Royel MoonParalegal
2025-12-01Intake Date
Score drivers: 1 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueDasha Allen → Cyarra Walters
2026-01-07 79d ago
Liability has been denied
TaskASSIGNED
Royel Moon
2026-02-10 45d ago
Call and Ask the reason the claim was denied. Make the note in the file and assign me to it
Sms
Allanah Spirit
2026-03-26 1d ago
This is Spirit- Casemanager.ap@thejrlawgroup.com
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-25 2d 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
Task
Filevine System
2026-03-25 2d 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
Note
Allanah Spirit
2026-03-24 3d ago
To: [Kaitlynn@chirocarellc.com](
Cc: [francispollardz992369895@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 09:53:27 GMT+00:00
Good afternoon,
Please find the attached request for bills and records for the client above (Pollard, Francis DOB: 09/07/1991).
Thank you,
Allanah “Spirit” Port
Task
Shawn Taylor
2026-02-23 32d ago
Called twice and reached McKenzie's voicemail. Reached another agent and he said it was denied because they listed the police report word vs word. They had our client breaching the proper look out and yield. (Based on the car damage in photos) They reached out to State Farm , and State Farm paid 50
Note
Shawn Taylor
2026-01-14 72d ago
Client called back and I introduced myself!
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-23 4d ago
15 weeksCase Age
15wk / 17wk SLAPhase Duration
$100000Coverage
$10,940Billed
Royel MoonParalegal
2025-12-08Intake Date
Score drivers: 1 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-01-20 66d ago
Please get the policy declaration ASAP> @spirit
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please call every place and get updates specials, also call Optimum Health for chiro ,he did his injections there @spirit
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please send referral to Mental Pain and Trauma, to AVA, need him (Glanton) to knock this out ASAP @spirit
Task
Filevine System
2026-03-23 4d 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
Filevine System
2026-03-19 8d ago
To: Allanah Spirit Porter [casemanager.ap@thejrlawgroup.com](
Cc: [referrals@mentalpainandtrauma.com]( [dezhonglantonmvaz992392261@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 03:13:47 GMT-05:00
Hello
Thank you for your referral!
We will let you know when your client, Dezhon Glanton,
Note
Allanah Spirit
2026-03-19 8d ago
To: [referrals@mentalpainandtrauma.com](
Cc: [dezhonglantonmvaz992392261@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 05:08:46 GMT+00:00
Good afternoon,
Please find attached LOP for the referral client.
Dezhon Glanton
DOB:05/07/1997
DOL:12/04/2025
773-710-2505
dezhon429@gmail.com
Thank
Note
Filevine System
2026-03-16 11d ago
To: Allanah "Spirit" Porter [casemanager.ap@thejrlawgroup.com]( RMG Billing [billing@regionalmedicalgroup.com](
Cc: [dezhonglantonmvaz992392261@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 04:11:39 GMT+00:00
Good day,
The patient has not received treatment with RMG.
[cid:622007c2-7e57-49
Note
Allanah Spirit
2026-03-16 11d ago
To: [billing@regionalmedicalgroup.com](
Cc: [dezhonglantonmvaz992392261@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 04:07:17 GMT+00:00
Good morning,
I am reaching out for a current bill amount for the client above (Dezhon Glanton DOB:05/07/1997).
Thank you,
Allanah “Spirit” Porter
Leg
Task
Filevine System
2026-03-16 11d 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
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-25 2d ago
2 weeksCase Age
0wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-11Intake Date
Score drivers: 1 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-03-12 15d 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
2026-03-25 2d ago
Have you made contact with the adjuster? I need coverage information and details @spirit
TaskASSIGNED
Cyarra Walters
2026-03-16 11d ago
For the attention of INSURANCE ADJUSTERS
Brandy Hickmon from State Farm called to speak to you regarding April Louis and Nicole Leitzsey
Please could you call back on 945-219-9146
I tried to transfer, there was no answer
Moneypenny
Task
Filevine System
2026-03-25 2d 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
2026-03-20 7d ago
Contact April Lewis with the client portal to update them on the case progress.
Note
Princess Robinson
2026-03-18 9d ago
For the attention of Client Treatment Updates
Maria from Personal Injury Center called to confirm representation for April Lewis and Nicole Leitzsey.
She can be reached at 512-200-2851
Email: casemanager30@personalinjurymedicalcenter.com
Moneypenny
Date: 3/18/2026
Time: 15:11 EST
Caller Number:
Note
Allanah Spirit
2026-03-13 14d ago
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: [aprilunknownmvaz992453614@thejrlawgroup.filevineapp.com]( [nicoleleitzseyhtxmvaz992454637@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 05:30:20 GMT+00:00
Good afternoon,
Please find the attached letter of representation f
Note
Allanah Spirit
2026-03-13 14d ago
Claim was already set, Obtained the claim number , sent LOR via email. called adj for the status of the claim , no answer left vm for a callback.
Note
Vinesign Integration
2026-03-13 14d ago
#vinesign-completed
Name: Contingency Agreement
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=92b2a652-aa5e-43f2-8d6b-890190b00e2d.pdf
Signed: 2026-03-13 15:44:06
All signers: April Lewis(lewisapril@gmail.com (832) 983-8655)
Sender: Allanah Porter
Ok so, I spoke to her in detail about her vehicle total loss, just to learn that she does not even have a drivers license... not even a drivers learne
Cyarra Walters · 2026-03-26 1d ago
2 weeksCase Age
2wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-09Intake Date
Score drivers: 1 overdue tasks
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-03-26 1d ago
Ok so, I spoke to her in detail about her vehicle total loss, just to learn that she does not even have a drivers license... not even a drivers learners permit... That changes things drastically!! as they may not even cover her at ALL for Injuries or PD. You dont have to call her again, ill take it
TaskASSIGNED
Cyarra Walters
2026-03-26 1d ago
Ok so, I spoke to her in detail about her vehicle total loss, just to learn that she does not even have a drivers license... not even a drivers learners permit... That changes things drastically!! as they may not even cover her at ALL for Injuries or PD. You dont have to call her again, ill take it
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please call This client as soon as you get in. @spirit
Note
Filevine System
2026-03-25 2d ago
To: [casemanager.ap@thejrlawgroup.com](
Cc: [carlnishahz992452419@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 05:09:47 GMT-05:00
Good Afternoon,
We are in receipt of your letter of representation.
We have sent over a letter of acknowledgement as well.
I wanted to inform you that we
Note
Allanah Spirit
2026-03-25 2d ago
To: [claims@claims.allstate.com](
Cc: [carlnishahz992452419@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 07:12:07 GMT+00:00
Good afternoon,
Please find the attached letter of representation for the claim number above (0822787081).
Thank you,
Allanah “Spirit” Porter
Legal Assistant
The
Sms
Allanah Spirit
2026-03-25 2d ago
Hey , Ms Houston. This is Spirit from the Jr Law Group. Just wanted to let you know I did end up picking up the police report, I set the claim up with Allstate,(who is the other drivers insurance). here is the claim number #0822787081. The property adjuster Toyia O'Neal should be giving you a call t
Note
Allanah Spirit
2026-03-25 2d ago
Went to the police substation for the report, set up claim and obtain the claim number sent LOR via email.
Task
Filevine System
2026-03-25 2d 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
Allanah Spirit
2026-03-20 7d ago
Reference No: O195200-032026
Contact E-Mail: casemanagers@thejrlawgroup.com
Thank you for your interest in public records of the Harris County Sheriff’s Office. Your request has been received and is being processed in accordance with Chapter 552 of Texas Government Code, the Public Information Act
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanti
Filevine System · 2026-03-23 4d ago
8 weeksCase Age
7wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-28Intake Date
Score drivers: 1 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-01-29 57d 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
Task
Filevine System
2026-03-23 4d 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
2026-03-16 11d 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
2026-03-09 18d 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
2026-03-02 25d 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
2026-02-20 35d 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
2026-02-13 42d 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
2026-02-06 49d 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
2026-02-05 50d ago
Change phase to "Treatment" once all initial when client has ben scheduled
◆
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 — 72 Flagged Cases
87.8% of bookFilter by root cause category to focus your cleanup efforts.
All (72)
Bills (5)
Coverage (8)
Records (21)
Treatment (26)
| Case | Phase | Root Cause | Health | Weeks | Action |
|---|---|---|---|---|---|
| Aaron Sutton (A-boogie) ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Treatment Start | High Risk | 5w | Enter treatment start date |
| Albery Patrick MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 15w | Enter treatment start date |
| Alec Weeden, Jr. MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Angela Scott MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | High Risk | 6w | Enter records date in Filevine |
| Antonio Hammonds MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| April Lewis TEXAS MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 0w | Enter treatment start date |
| Belfort Innocent MVA SPANISH SPEAKING ↗ IntakeMedicalActivityDocs |
Demand Drafted | Data Gap | High Risk | 3w | Review and update case in Filevine |
| Bilal Hewitt MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Critical | 3w | Enter records date in Filevine |
| Breanna Boyd MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Brianna Jackson ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Data Gap | Healthy | 5w | Review and update case in Filevine |
| Carlnisha Houston ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Data Issue | 2w | Update bill amount in Filevine |
| Catherine Barry MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | Healthy | 3w | Enter treatment start date |
| Chalana Ector DOG BITE ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 7w | Add 1P/3P coverage |
| Chandler Smith MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | High Risk | 7w | Enter records date in Filevine |
| Christopher Murphy MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Data Issue | 4w | Update bill amount in Filevine |
| Crystal Johnson WALDORF ASTORIA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 2w | Add 1P/3P coverage |
| David Blanchard ↗ IntakeMedicalActivityDocs |
Demand Sent (Need Response) | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Desmond Russell ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Coverage (1P/3P) | Data Issue | 25w | Add 1P/3P coverage |
| Desmond Tobler MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Data Gap | High Risk | 5w | Review and update case in Filevine |
| Dezhon Glanton MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 15w | Enter records date in Filevine |
| Elijah Galloway MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Data Gap | High Risk | 9w | Review and update case in Filevine |
| Elvia Rodriguez MVA ↗ IntakeMedicalActivityDocs |
Treatment Complete | Data Gap | High Risk | 2w | Review and update case in Filevine |
| Eunice Lydell MVA 1 ↗ IntakeMedicalActivityDocs |
Write Demand | Data Gap | Critical | 1w | Review and update case in Filevine |
| Francis Pollard ↗ IntakeMedicalActivityDocs |
Treatment Complete | Data Gap | High Risk | 0w | Review and update case in Filevine |
| Jacquis Jackson MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Jakobe Norris MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Jazlyn Jackson MVA 2 ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 10w | Add 1P/3P coverage |
| Justin Sweeting ↗ IntakeMedicalActivityDocs |
Demand Drafted | Data Gap | Healthy | 10w | Review and update case in Filevine |
| Kandisann Byron MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Healthy | 17w | Update bill amount in Filevine |
| Keisha Ridley ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | High Risk | 3w | Enter treatment start date |
| Kendice Armstrong MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Kendrick Hambrick MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 19w | Enter records date in Filevine |
| Keyetta Robinson MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 14w | Add 1P/3P coverage |
| Lakeisha Parrish MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Data Issue | 7w | Update bill amount in Filevine |
| Larry Parrish MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 7w | Enter treatment start date |
| Marcus Fletcher MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | High Risk | 12w | Enter treatment start date |
| Marlene Holt SLIP AND FALL ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 2w | Enter treatment start date |
| Martell Holt MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 21w | Enter records date in Filevine |
| Monieshia Bates MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | High Risk | 3w | Enter treatment start date |
| N'dyia Person MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Data Gap | High Risk | 10w | Review and update case in Filevine |
| Nicole Leitzsey HTX MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 0w | Enter treatment start date |
| Niyan Richardson MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | High Risk | 3w | Enter treatment start date |
| Porche Clark ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Treatment Start | Data Issue | 14w | Enter treatment start date |
| Prenecia Ponds HIT AND RUN ↗ IntakeMedicalActivityDocs |
Treatment Complete | Data Gap | Healthy | 2w | Review and update case in Filevine |
| Randon Davis ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Coverage (1P/3P) | Data Issue | 20w | Add 1P/3P coverage |
| Randy McAfee MVA 3 ↗ IntakeMedicalActivityDocs |
Demand Sent (Need Response) | Missing: Records Request Date | Critical | 0w | Enter records date in Filevine |
| Rayna Butler MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Richard John Wershe MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Data Gap | Critical | 14w | Review and update case in Filevine |
| Rico Josey MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 23w | Enter records date in Filevine |
| Rita Landry MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Healthy | 19w | Enter treatment start date |
| Ronald Jackson MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | High Risk | 9w | Enter records date in Filevine |
| Sarah Johnson ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 8w | Enter records date in Filevine |
| Shanda Charles ↗ IntakeMedicalActivityDocs |
Write Demand | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Shawanna Williams ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | Data Issue | 3w | Enter treatment start date |
| Steven Johnson ↗ IntakeMedicalActivityDocs |
Pre-Lit | Missing: Treatment Start | High Risk | 8w | Enter treatment start date |
| Taelor Hill (MINOR) MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | High Risk | 4w | Enter records date in Filevine |
| Taleeshia Hackett MVA ↗ IntakeMedicalActivityDocs |
Pre-Lit | Missing: Bills | Data Issue | 0w | Update bill amount in Filevine |
| Terica Pearson MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Thalia Castillo CHIPOTLE POISIONING ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 25w | Enter treatment start date |
| Titus Newson MVA ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Tyrone Hill ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Data Gap | Healthy | 7w | Review and update case in Filevine |
| Valeria Munoz ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 23w | Add 1P/3P coverage |
| Veronica Johnson MVA 3 ↗ IntakeMedicalActivityDocs |
Demand Sent (Need Response) | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Vivian Griffis MVA ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| William Al Williams LANDLORD/TENANT LAW ↗ IntakeMedicalActivityDocs |
Write Demand | Missing: Treatment Start | Data Issue | 0w | Enter treatment start date |
| Willie Loman MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 4w | Enter records date in Filevine |
| Xion Brown MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Xy'Keira Duncan MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | High Risk | 4w | Enter treatment start date |
| Zack Zellner FOOD POISONING ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 2w | Add 1P/3P coverage |
| Roshanda Thomas Forks (Mid-Flight Hot Coffee Burns) ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | Data Issue | 7w | Enter treatment start date |
| Benjamin Brown ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 9w | Enter treatment start date |
| Patrice Morris MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 19w | 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.
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-02-03
59 weeksCase Age
14wk / 6wk SLAPhase Duration
$10000Coverage
$23,342Billed
$13,342 overOver-Policy
Royel MoonParalegal
2025-02-03Intake Date
FAKE PROGRESS
CHECK
Score drivers: Critical SLA 14wk Over-policy $13,342 Fake Progress No touch 21d
To-Do Items
To-Do
Liability Negotiation
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 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
2025-10-11
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$28,484Billed
$3,484 overOver-Policy
Royel MoonParalegal
2025-10-27Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $3,484 Fake Progress
To-Do Items
To-Do
Demand Sent (Need Response)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — E
Date of Loss
2025-10-11
23 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$29,268Billed
$4,268 overOver-Policy
Royel MoonParalegal
2025-10-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $4,268 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
Date of Loss
2025-12-10
14 weeksCase Age
1wk / 12wk SLAPhase Duration
$26000Coverage
$43,648Billed
$17,648 overOver-Policy
Royel MoonParalegal
2025-12-15Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 1wk Over-policy $17,648 Fake Progress
To-Do Items
To-Do
Write Demand
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2026-01-25
8 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$56,013Billed
$31,013 overOver-Policy
Royel MoonParalegal
2026-01-27Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $31,013
To-Do Items
To-Do
Settlement Disbursement
⚪ 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
2025-09-09
28 weeksCase Age
1wk / 6wk SLAPhase Duration
$10000Coverage
$10,417Billed
$417 overOver-Policy
Royel MoonParalegal
2025-09-10Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $417
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
$
Over-Policy Exposure — 18 Cases ($265,338)
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.
63
Bills on File
19
$0 / Missing
94.1%
Revenue Score
18
Over-Policy
$0
Cases Missing Bills — 19
These cases have $0 billed. Request billing statements from providers and update Filevine.
| Case | Phase | Weeks | Billed | Action |
|---|---|---|---|---|
| Albery Patrick MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 15w | $0 | Request bills from provider |
| April Lewis TEXAS MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 0w | $0 | Request bills from provider |
| Carlnisha Houston ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 2w | $0 | Request bills from provider |
| Christopher Murphy MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 4w | $0 | Request bills from provider |
| Jacquis Jackson MVA 2 ↗ MedicalExpensesDocsEmail |
Treatment Complete | 7w | $0 | Request bills from provider |
| Kandisann Byron MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 17w | $0 | Request bills from provider |
| Kyanna Lewis MVA3 ↗ MedicalExpensesDocsEmail |
Referred Out | 2w | $0 | Request bills from provider |
| Lakeisha Parrish MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 7w | $0 | Request bills from provider |
| Larry Parrish MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 7w | $0 | Request bills from provider |
| Marcus Fletcher MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 12w | $0 | Request bills from provider |
| Marlene Holt SLIP AND FALL ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 2w | $0 | Request bills from provider |
| Monieshia Bates MVA ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 3w | $0 | Request bills from provider |
| Nicole Leitzsey HTX MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 0w | $0 | Request bills from provider |
| Rita Landry MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 19w | $0 | Request bills from provider |
| Taleeshia Hackett MVA ↗ MedicalExpensesDocsEmail |
Pre-Lit | 0w | $0 | Request bills from provider |
| Thalia Castillo CHIPOTLE POISIONING ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 25w | $0 | Request bills from provider |
| Roshanda Thomas Forks (Mid-Flight Hot Coffee Burns) ↗ MedicalExpensesDocsEmail |
Demand Drafted | 7w | $0 | Request bills from provider |
| Benjamin Brown ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 9w | $0 | Request bills from provider |
| Patrice Morris MVA ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 19w | $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: Treatment (Evaluations)
— 58% of cases overdue (14/24). Avg 9.2wk in phase vs 45d SLA.
Bottleneck: Demand Drafted
— 100% of cases overdue (21/21). Avg 6.5wk in phase vs 120d SLA.
Bottleneck: Treatment Complete
— 86% of cases overdue (6/7). Avg 4.6wk in phase vs 90d SLA.
Bottleneck: Treatment (Injections / PM)
— 100% of cases overdue (5/5). Avg 6.6wk in phase vs 45d SLA.
Bottleneck: Demand Sent (Need Response)
— 100% of cases overdue (3/3). Avg 0.0wk in phase vs 45d SLA.
Bottleneck: Litigation
— 100% of cases overdue (3/3). Avg 19.7wk in phase vs 45d SLA.
Bottleneck: Write Demand
— 100% of cases overdue (3/3). Avg 0.3wk in phase vs 90d SLA.
Bottleneck: Retained (Documents Signed)
— 67% of cases overdue (2/3). Avg 10.3wk 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
Treatment (Evaluations)24 cases (29%)
45d SLA
Avg 9.2wk
14 overdue
Demand Drafted21 cases (26%)
120d SLA
Avg 6.5wk
21 overdue
Treatment Complete7 cases (9%)
90d SLA
Avg 4.6wk
6 overdue
Treatment (Injections / PM)5 cases (6%)
45d SLA
Avg 6.6wk
5 overdue
Settlement Disbursement5 cases (6%)
45d SLA
Avg 7.4wk
0 overdue
Settlement4 cases (5%)
45d SLA
Avg 3.8wk
0 overdue
Demand Sent (Need Response)3 cases (4%)
45d SLA
Avg 0.0wk
3 overdue
Litigation3 cases (4%)
45d SLA
Avg 19.7wk
3 overdue
Write Demand3 cases (4%)
90d SLA
Avg 0.3wk
3 overdue
Retained (Documents Signed)3 cases (4%)
45d SLA
Avg 10.3wk
2 overdue
Pre-Lit2 cases (2%)
90d SLA
Avg 4.0wk
2 overdue
Referred Out1 cases (1%)
45d SLA
Avg 2.0wk
0 overdue
Liability Negotiation1 cases (1%)
45d SLA
Avg 14.0wk
1 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 — 29 Cases
Critical health, high risk, or SLA overdue cases requiring attorney attention. Click to expand.
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-02-03
59 weeksCase Age
14wk / 6wk SLAPhase Duration
$10000Coverage
$23,342Billed
$13,342 overOver-Policy
Royel MoonParalegal
2025-02-03Intake Date
FAKE PROGRESS
CHECK
Score drivers: Critical SLA 14wk Over-policy $13,342 Fake Progress No touch 21d
To-Do Items
To-Do
Liability Negotiation
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, 🟠 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
2025-10-11
21 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$28,484Billed
$3,484 overOver-Policy
Royel MoonParalegal
2025-10-27Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $3,484 Fake Progress
To-Do Items
To-Do
Demand Sent (Need Response)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — E
Date of Loss
2025-10-11
23 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$29,268Billed
$4,268 overOver-Policy
Royel MoonParalegal
2025-10-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $4,268 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
Date of Loss
2025-12-10
14 weeksCase Age
1wk / 12wk SLAPhase Duration
$26000Coverage
$43,648Billed
$17,648 overOver-Policy
Royel MoonParalegal
2025-12-15Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 1wk Over-policy $17,648 Fake Progress
To-Do Items
To-Do
Write Demand
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
Date of Loss
2025-06-29
38 weeksCase Age
19wk / 12wk SLAPhase Duration
$30000Coverage
$9,707Billed
Royel MoonParalegal
2025-06-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 19wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-03
15 weeksCase Age
12wk / 6wk SLAPhase Duration
$25000Coverage
Royel MoonParalegal
2025-12-08Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 12wk 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
2025-11-18
18 weeksCase Age
9wk / 6wk SLAPhase Duration
$25000Coverage
$10,460Billed
Royel MoonParalegal
2025-11-20Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 9wk Fake Progress No touch 21d
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
2026-01-25
8 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$56,013Billed
$31,013 overOver-Policy
Royel MoonParalegal
2026-01-27Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $31,013
To-Do Items
To-Do
Settlement Disbursement
⚪ 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
2025-09-09
28 weeksCase Age
1wk / 6wk SLAPhase Duration
$10000Coverage
$10,417Billed
$417 overOver-Policy
Royel MoonParalegal
2025-09-10Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $417
To-Do Items
To-Do
Settlement
🟠 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2025-12-28
12 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$8,875Billed
Royel MoonParalegal
2025-12-30Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 10wk 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-03-12
20 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$25,025Billed
Royel MoonParalegal
2025-11-07Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress
To-Do Items
To-Do
Pre-Lit
🟠 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
2025-10-11
23 weeksCase Age
7wk / 6wk SLAPhase Duration
$25000Coverage
$6,444Billed
Royel MoonParalegal
2025-10-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
OPS
Needs Ops Cleanup — 26 Cases
Missing coverage, data mismatches, or admin issues needing operations support.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-05-27
31 weeksCase Age
20wk / 6wk SLAPhase Duration
$9,281Billed
$9,281 overOver-Policy
Royel MoonParalegal
2025-08-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 20wk Over-policy $9,281 Fake Progress No touch 28d
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
2024-06-07
93 weeksCase Age
25wk / 6wk SLAPhase Duration
$23,507Billed
$23,507 overOver-Policy
Royel MoonParalegal
2024-06-13Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $23,507 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
2025-03-25
52 weeksCase Age
23wk / 6wk SLAPhase Duration
$21,234Billed
$21,234 overOver-Policy
Royel MoonParalegal
2025-03-25Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 23wk Over-policy $21,234 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2024-06-01
93 weeksCase Age
14wk / 6wk SLAPhase Duration
$2,140Billed
$2,140 overOver-Policy
Royel MoonParalegal
2024-06-10Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 14wk Over-policy $2,140 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 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), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2023-12-22
117 weeksCase Age
14wk / 6wk SLAPhase Duration
$12,405Billed
$12,405 overOver-Policy
Royel MoonParalegal
2023-12-26Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 14wk Over-policy $12,405 Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-15
31 weeksCase Age
7wk / 6wk SLAPhase Duration
$53,256Billed
$53,256 overOver-Policy
Royel MoonParalegal
2025-08-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: SLA 7wk Over-policy $53,256 Fake Progress No touch 28d
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-10-07
24 weeksCase Age
10wk / 6wk SLAPhase Duration
$18,475Billed
$18,475 overOver-Policy
Royel MoonParalegal
2025-10-07Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
CHECK
Score drivers: SLA 10wk Over-policy $18,475 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-09
24 weeksCase Age
15wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-10-08Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 15wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
38
Thalia Castillo CHIPOTLE POISIONING
DATA ISSUESLA OVERDUETreatment (Evaluations) 25wk — OVER SLA
14d
▾
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-06-04
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
🟠 TREATMENT COMPLETE — ENTER START/END DATES
Date of Loss
2025-07-01
20 weeksCase Age
0wk / 6wk SLAPhase Duration
$9,225Billed
$9,225 overOver-Policy
Royel MoonParalegal
2025-11-04Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
CHECK
Score drivers: SLA 0wk Over-policy $9,225 Fake Progress
To-Do Items
To-Do
Write Demand
🟠 TREATMENT COMPLETE — ENTER START/END DATES
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-17
20 weeksCase Age
3wk / 6wk SLAPhase Duration
$75Billed
$75 overOver-Policy
Royel MoonParalegal
2025-11-06Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $75 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
PRIORITY ACTIONS — Allanah Spirit
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
3
Assigned
0
Promises
2
Follow-ups
0
Completed
MANDATES (4)
MANDATE
45-Day Payday: 8 cases in window — push for quick resolution on sub-$25K cases
Source: JR Directive
Due: Ongoing
MANDATE
90-Day Quick Turn: 12 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
60 cases SLA overdue (18.2% Time score) — review and escalate or update phase dates
Source: Operations
Due: This week
ASSIGNED (3)
ASSIGNED
Resolve 72 fake progress flags (88% of book) — enter missing data in Filevine
Source: Operations
Due: Ongoing
ASSIGNED
Request bills on 19 cases missing billing — Revenue pillar at 94.1%
Source: Revenue Target
Due: Ongoing
ASSIGNED
Reduction rate at 0.0% (target 70%) — follow up on outstanding reduction requests
Source: Operations
Due: Ongoing
FOLLOW-UPS (2)
FOLLOW-UP
18 cases over policy ($265,338 exposure) — initiate reduction negotiations
Source: Operations
Due: Ongoing
FOLLOW-UP
6 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
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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
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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