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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
85 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 (12 cases)
+3.0 pts
Fix $0 bill amounts in Filevine (12 cases)
+3.0 pts
Enter missing dates/data (80 cases)
+20.5 pts
Add missing coverage (1P/3P) (17 cases)
+1.4 pts
Total Est. Impact+27.9 pts to Delta
Work by Ownership
CM Fix Today — CM Action 34
P2
Demand Drafted · 18w
Data gaps: no records request date, fake progress
P2
Treatment (Evaluations) · 28w
Data gaps: no records request date, fake progress
P2
Liability Negotiation · 10w
Data gaps: no records request date, fake progress
P2
Litigation · 12w
Data gaps: no records request date, no treatment start, fake progress
P2
Liability Negotiation · 10w
Data gaps: no records request date, fake progress
P2
Treatment (Injections / PM) · 10w
Data gaps: no records request date, fake progress
P2
Litigation · 9w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 8w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 8w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 8w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 0w
Data gaps: no records request date, no treatment start, fake progress
P3
Treatment (Evaluations) · 3w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 6w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 7w
Data gaps: no records request date, fake progress
P3
Settlement Disbursement · 3w
Data gaps: no records request date
P3
Settlement Disbursement · 3w
Routine case management
P3
Liability Negotiation · 0w
Data gaps: no records request date, fake progress
P3
P3
Settlement Disbursement · 0w
Data gaps: no records request date
P3
Settlement Disbursement · 0w
Data gaps: no records request date
P3
P3
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 3w
Data gaps: no records request date, fake progress
P3
Demand Drafted · 1w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 0w
Data gaps: $0 bills, no records request date, fake progress
P3
Treatment (Injections / PM) · 6w
Data gaps: no records request date, fake progress
P3
Treatment (MRI Review) · 4w
Data gaps: no records request date, fake progress
P3
Treatment (MRI Review) · 9w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 0w
Data gaps: $0 bills, no records request date, fake progress
P3
Treatment (MRI Review) · 2w
Data gaps: no records request date, fake progress
P3
Treatment (Evaluations) · 1w
Data gaps: $0 bills, no records request date, fake progress
P3
P3
ATT Needs Attorney Review 34
P1
Demand Drafted · 8w
Critical + SLA Overdue — needs attorney escalation
P1
Liability Negotiation · 6w
Critical + SLA Overdue — needs attorney escalation
P1
Treatment Complete · 0w
Critical + SLA Overdue — needs attorney escalation
P1
Demand Drafted · 3w
Critical + SLA Overdue — needs attorney escalation
P1
Demand Drafted · 3w
Critical + SLA Overdue — needs attorney escalation
P1
Liability Negotiation · 27w
High Risk + SLA Overdue — attorney review
P1
Treatment Complete · 3w
Critical Health — attorney review needed
P1
Demand Drafted · 35w
High Risk + SLA Overdue — attorney review
P1
Settlement Disbursement · 32w
Critical Health — attorney review needed
P2
P2
Demand Drafted · 8w
High Risk + SLA Overdue — attorney review
P2
Settlement · 24w
Critical Health — attorney review needed
P2
Settlement · 7w
Critical Health — attorney review needed
P2
Settlement · 10w
Critical Health — attorney review needed
P2
Settlement Disbursement · 0w
Critical Health — attorney review needed
P2
Treatment (MRI Review) · 7w
High Risk + SLA Overdue — attorney review
P2
Pre-Lit · 7w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 6w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 8w
High Risk + SLA Overdue — attorney review
P2
Write Demand · 0w
High Risk + SLA Overdue — attorney review
P2
Litigation · 8w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 7w
High Risk + SLA Overdue — attorney review
P2
Liability Negotiation · 7w
High Risk + SLA Overdue — attorney review
P2
Liability Negotiation · 0w
High Risk + SLA Overdue — attorney review
P2
Treatment (Injections / PM) · 0w
High Risk + SLA Overdue — attorney review
P2
Treatment (Evaluations) · 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 (Injections / PM) · 3w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 3w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 2w
High Risk + SLA Overdue — attorney review
P2
Demand Drafted · 2w
High Risk + SLA Overdue — attorney review
P2
Treatment Complete · 1w
High Risk + SLA Overdue — attorney review
PRV Needs Provider Follow-Up 0
OPS Needs Ops / Admin Cleanup 17
P1
Litigation · 25w
Missing coverage (1P/3P) — Ops cleanup
P1
Demand Drafted · 11w
Missing coverage (1P/3P) — Ops cleanup
P1
Treatment (Evaluations) · 8w
Missing coverage (1P/3P) — Ops cleanup
P2
Litigation · 8w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Evaluations) · 8w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (Injections / PM) · 0w
Missing coverage (1P/3P) — Ops cleanup
P2
Treatment (MRI Review) · 3w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 8w
Missing coverage (1P/3P) — Ops cleanup
P2
Retained (Documents Signed) · 11w
Missing coverage (1P/3P) — Ops cleanup
P3
P3
P3
Settlement Disbursement · 7w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 1w
Missing coverage (1P/3P) — Ops cleanup
P3
Treatment (Evaluations) · 3w
Missing coverage (1P/3P) — Ops cleanup
P3
Retained (Documents Signed) · 0w
Missing coverage (1P/3P) — Ops cleanup
P3
Lead (Intake) · 4w
Missing coverage (1P/3P) — Ops cleanup
P3
Retained (Documents Signed) · 1w
Missing coverage (1P/3P) — Ops cleanup
P1
Priority 1 — Fix Today
12Priority Score Breakdown (0–200):
P1 = ≥50 (fix today) · P2 = 25–49 (this week) · P3 = <25 (monitor)
SOL ≤14 days+90 pts — legal deadline imminent
SOL 15–30 days+70 pts — attorney review needed
SOL 31–60 days+40 pts — watch closely
Critical Health+25 pts
High Risk Health+15 pts
SLA Overdue+10–30 pts (scales with weeks)
Over-Policy+20 pts
Fake Progress+8 pts
Stale Activity+8 pts
No touch >21d+6 pts
P1 = ≥50 (fix today) · P2 = 25–49 (this week) · P3 = <25 (monitor)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-28
34 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$62,009Billed
$12,009 overOver-Policy
Royel MoonParalegal
2025-07-28Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $12,009 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
2025-06-30
37 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$55,562Billed
$5,562 overOver-Policy
Royel MoonParalegal
2025-07-11Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 6wk Over-policy $5,562 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-12
6 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$75,171Billed
$50,171 overOver-Policy
Royel MoonParalegal
2026-02-09Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $50,171 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
2025-11-29
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$38,461Billed
$13,461 overOver-Policy
Royel MoonParalegal
2025-11-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $13,461 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-18
31 weeksCase Age
3wk / 12wk SLAPhase Duration
$30000Coverage
$72,841Billed
$42,841 overOver-Policy
Royel MoonParalegal
2025-08-19Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $42,841 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-10-28
68 weeksCase Age
27wk / 6wk SLAPhase Duration
$20000Coverage
$1,545Billed
Royel MoonParalegal
2024-12-03Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 27wk Fake Progress No touch 21d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-20
31 weeksCase Age
25wk / 6wk SLAPhase Duration
$10,860Billed
$10,860 overOver-Policy
Royel MoonParalegal
2025-08-22Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $10,860 Fake Progress
To-Do Items
To-Do
Litigation
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 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
2025-12-12
5 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$48,402Billed
$23,402 overOver-Policy
Royel MoonParalegal
2026-02-17Intake Date
FAKE PROGRESS
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: Critical Over-policy $23,402 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
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-11
47 weeksCase Age
35wk / 6wk SLAPhase Duration
$25000Coverage
$10,555Billed
Royel MoonParalegal
2025-04-28Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 35wk 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
2025-02-09
58 weeksCase Age
32wk / 6wk SLAPhase Duration
$25000Coverage
$29,857Billed
$4,857 overOver-Policy
Royel MoonParalegal
2025-02-09Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $4,857 No touch 98d
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-10-06
23 weeksCase Age
11wk / 6wk SLAPhase Duration
$17,923Billed
$17,923 overOver-Policy
Royel MoonParalegal
2025-10-13Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 11wk Over-policy $17,923 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
2025-12-16
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,665Billed
$3,665 overOver-Policy
Royel MoonParalegal
2025-12-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $3,665 Fake Progress No touch 21d
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
P2
Priority 2 — This Week
38⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-31
59 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$10,049Billed
Royel MoonParalegal
2025-02-02Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk Stale SLA 10wk No touch 70d
To-Do Items
To-Do
Pre-Lit
⚪ 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
2025-03-17
53 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$71,675Billed
Royel MoonParalegal
2025-03-18Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress No touch 35d
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-18
48 weeksCase Age
24wk / 12wk SLAPhase Duration
$50000Coverage
$65,082Billed
$15,082 overOver-Policy
Royel MoonParalegal
2025-04-22Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $15,082
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-02
42 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$18,606Billed
$2,606 overOver-Policy
Royel MoonParalegal
2025-06-02Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $2,606
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-20
39 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$30,454Billed
$5,454 overOver-Policy
Royel MoonParalegal
2025-06-23Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $5,454
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-24
34 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
$58,248Billed
$8,248 overOver-Policy
Royel MoonParalegal
2025-07-28Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $8,248
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-12-20
66 weeksCase Age
18wk / 17wk SLAPhase Duration
$250000Coverage
$22,890Billed
Royel MoonParalegal
2024-12-21Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 18wk Fake Progress No touch 21d
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-02
29 weeksCase Age
8wk / 6wk SLAPhase Duration
$28,465Billed
$28,465 overOver-Policy
Royel MoonParalegal
2025-09-02Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $28,465 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
2025-12-16
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,953Billed
$3,953 overOver-Policy
Royel MoonParalegal
2025-12-17Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $3,953 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
2025-11-06
20 weeksCase Age
7wk / 12wk SLAPhase Duration
$50000Coverage
$31,723Billed
Royel MoonParalegal
2025-11-06Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress No touch 21d
To-Do Items
To-Do
Treatment (MRI Review)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-14
34 weeksCase Age
7wk / 12wk SLAPhase Duration
$50000Coverage
$33,106Billed
Royel MoonParalegal
2025-07-29Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress No touch 49d
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
2025-10-04
24 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-10-07Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress No touch 42d
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
2025-05-10
43 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$25,039Billed
Royel MoonParalegal
2025-05-28Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 6wk Fake Progress No touch 21d
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
2025-08-20
31 weeksCase Age
8wk / 6wk SLAPhase Duration
$25000Coverage
$13,410Billed
Royel MoonParalegal
2025-08-20Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-09
27 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$23,276Billed
Royel MoonParalegal
2025-09-18Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk Fake Progress No touch 21d
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), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 TREATMENT COMPLETE — E
Date of Loss
2024-04-02
102 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$67,480Billed
Royel MoonParalegal
2024-04-08Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), 🟡 REQUEST REDUCTIONS — ENTER REQUEST DATE, ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 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
2025-08-15
28 weeksCase Age
28wk / 17wk SLAPhase Duration
$4000000Coverage
$5,940Billed
Royel MoonParalegal
2025-09-08Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 28wk 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
2025-06-01
41 weeksCase Age
0wk / 6wk SLAPhase Duration
$52,295Billed
$52,295 overOver-Policy
Royel MoonParalegal
2025-06-10Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 0wk Over-policy $52,295 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-10-04
24 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-10-07Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-02-23
56 weeksCase Age
7wk / 17wk SLAPhase Duration
$100000Coverage
$67,360Billed
Royel MoonParalegal
2025-02-24Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 7wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-12-18
14 weeksCase Age
3wk / 6wk SLAPhase Duration
$16,569Billed
$16,569 overOver-Policy
Royel MoonParalegal
2025-12-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $16,569 Fake Progress
To-Do Items
To-Do
Treatment (MRI Review)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-05-05
46 weeksCase Age
10wk / 17wk SLAPhase Duration
$1000000Coverage
$113,635Billed
Royel MoonParalegal
2025-05-07Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Stale SLA 10wk Fake Progress No touch 28d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-29
33 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$13,486Billed
Royel MoonParalegal
2025-08-04Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2026-01-12
10 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$19,545Billed
Royel MoonParalegal
2026-01-12Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 0wk 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-03-27
52 weeksCase Age
12wk / 17wk SLAPhase Duration
$300000Coverage
$11,931Billed
Royel MoonParalegal
2025-03-28Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 12wk Fake Progress
To-Do Items
To-Do
Litigation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2026-02-04
7 weeksCase Age
4wk / 6wk SLAPhase Duration
$25000Coverage
$6,134Billed
Royel MoonParalegal
2026-02-06Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 4wk Fake Progress
To-Do Items
To-Do
Treatment (Evaluations)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-30
37 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$7,396Billed
Royel MoonParalegal
2025-07-11Intake 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)
Date of Loss
2025-09-04
28 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$31,809Billed
Royel MoonParalegal
2025-09-08Intake 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)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-26
30 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$28,984Billed
Royel MoonParalegal
2025-08-28Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 3wk 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-24
25 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$47,616Billed
Royel MoonParalegal
2025-09-30Intake 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
2025-05-05
46 weeksCase Age
10wk / 17wk SLAPhase Duration
$1000000Coverage
$91,466Billed
Royel MoonParalegal
2025-05-06Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 10wk Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-06-06
41 weeksCase Age
10wk / 17wk SLAPhase Duration
$5000000Coverage
$589,987Billed
Royel MoonParalegal
2025-06-09Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 10wk Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-09-20
26 weeksCase Age
2wk / 12wk SLAPhase Duration
$50000Coverage
$18,161Billed
Royel MoonParalegal
2025-09-24Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 2wk 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
2025-11-28
16 weeksCase Age
2wk / 6wk SLAPhase Duration
$25000Coverage
$24,792Billed
Royel MoonParalegal
2025-11-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 2wk 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
2025-06-17
40 weeksCase Age
9wk / 17wk SLAPhase Duration
$100000Coverage
$25,414Billed
Royel MoonParalegal
2025-06-17Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 9wk 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
2025-12-17
13 weeksCase Age
1wk / 6wk SLAPhase Duration
$25000Coverage
$17,192Billed
Royel MoonParalegal
2025-12-22Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 1wk Fake Progress
To-Do Items
To-Do
Treatment Complete
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
54 CM-Owned
31 Paralegal Team
Delta scored on 54 CM-owned cases only
55.3/100
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.
Princess Robinson
85 cases · 85 active · 52 SLA overdue · 67 fake progress
37.6%
Action Rate
DEVELOPING
Core Activity
13
Phase
Advances
Advances
0/ 12
Bills Req
/ Needed
/ Needed
0/ 82
Records Req
/ Needed
/ Needed
2/ 83
Reductions
/ Eligible
/ Eligible
9/ 54
Tasks
Done
Done
Uploads & Data Fixes
0/ 94
Bills/Recs
Uploaded
Uploaded
0/ 17
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
8
Archived /
Moved
Moved
52/ 85
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
12/ 85
$0 Bills
80/ 85
$0 Reductions
57/ 85
$0 Expenses
84/ 85
$0 Settlements
69/ 85
$0 Liens
🔴 52 of 85 active cases show ZERO movement
🔴 0 bills/records requested — collection stalled
🟠 67 cases flagged as fake progress (79%)
🟠 21 cases over policy limits
$24,578,000Pipeline
54CM Cases
31Paralegal
REVENUE
92.3%
Bills Expected26 cases
Total Billed$2,787,850
Total Settled$9,800
Pipeline Value$24,578,000
Scored on Treatment Complete+ cases only
CLIENT HAPPINESS
31.5%
CM Healthy17
High Risk33
Critical11
Fake Progress67 (79%)
Scored on 54 CM-owned cases
TIME / SLA
29.6%
CM On Track16
Due Soon3
CM Overdue38
Avg Case Age214 days
Scored on 54 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
10
0–45 days
45-Day Payday window
9
46–90 days
90-Day Quick Turn
7
91–120 days
120-Day Review
7
121–180 days
Escalation zone
39
181–365 days
Aging inventory
13
>365 days
Legacy — review needed
Average: 214d
Median: 207d
45-Day eligible: 10
90-Day eligible: 19
45 / 90 / 120 Day Firm Mandates
45-Day Payday: JR's directive — every new case under $25K should be resolved or moved to demand within 45 days. Cases in the 0-45d window are your opportunity to hit this target. Move fast on intake, get treatment started, request bills early.
90-Day Quick Turn: Cases valued $50-100K should reach demand or settlement negotiation within 90 days. The 46-90d bucket shows how many are in this window. Keep treatment on schedule and draft demands as soon as treatment completes.
120-Day Review: Any case over 120 days without clear progress gets escalated. If your cases are piling up in the 121+ buckets, check for stalled treatment, missing records, or cases that need attorney intervention.
Cases over 365 days are legacy inventory and should be reviewed for settlement readiness, disposition, or referral. These are the biggest drag on your SLA score.
Your impact: Focus on keeping new cases moving — the faster you get cases through treatment with clean data, the fewer end up aging in the pipeline.
REDUCTION PERFORMANCE
1.4%
Reduction Rate (target 70%)
Total Billed$2,787,850
Write-Offs$38,317
Providers351
PROVIDER TIER BREAKDOWN
Good (≥70%)9
OK (50–69%)1
Weak (<50%)279
No Billing60
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
54
CM-OWNED
31
PARALEGAL TEAM
85
TOTAL IN FILEVINE
CM INTAKE & ONBOARDING (5 cases)
1
Lead (Intake)
Avg 4.0 wks · max 4.0 wks
4
Retained (Documents Signed)
Avg 5.0 wks · max 11.0 wks
—
Referred Out
Not in current dataset
CM ACTIVE TREATMENT (28 cases)
13
Treatment (Evaluations)
Avg 5.3 wks · max 28.0 wks
5
Treatment (MRI Review)
Avg 5.0 wks · max 9.0 wks
5
Treatment (Injections / PM)
Avg 3.8 wks · max 10.0 wks
5
Treatment Complete
Avg 3.6 wks · max 7.0 wks
CM DEMAND PIPELINE (21 cases)
1
Write Demand
Avg 0.0 wks · max 0.0 wks
20
Demand Drafted
Avg 7.2 wks · max 35.0 wks
—
Demand Sent (Need Response)
Not in current dataset
PARALEGAL NEGOTIATION & PRE-LIT (9 cases)
7
Liability Negotiation
Avg 8.6 wks · max 27.0 wks
Avg exceeds SLA (45d)
2
Pre-Lit
Avg 8.5 wks · max 10.0 wks
PARALEGAL LITIGATION (5 cases)
5
Litigation
Avg 12.4 wks · max 25.0 wks
PARALEGAL SETTLEMENT & DISBURSEMENT (17 cases)
10
Settlement
Avg 5.1 wks · max 24.0 wks
7
Settlement Disbursement
Avg 6.4 wks · max 32.0 wks
PARALEGAL PROVIDER CLOSE-OUT (0 cases)
—
Provider Reductions
Not in current dataset
—
Provider Disbursement
Not in current dataset
Case Pipeline — Your Responsibility vs. Leadership Territory
Stages 1-3 (Intake through Demand Drafted) are where you have the most direct impact. Your job is to move cases through treatment efficiently, keep data clean, request bills, and ensure cases arrive at Treatment Complete with no missing information.
What a "clean handoff" looks like: Treatment End Date entered, all provider bills on file, records requested and received, coverage (1P/3P) documented, no fake progress flags, and treatment status updated in Filevine.
Stages 4-6 (Negotiation, Litigation, Settlement/Disbursement) are primarily managed by JR, Royel, Cyarra, and Princess. Once a case reaches Liability Negotiation, the attorneys drive it forward. However, you are still responsible for:
1. Project expenses — keeping expense records current and accurate in Filevine throughout the case lifecycle.
2. Settlement tracking — when settlements come through, ensure settlement amounts and dates are entered promptly.
3. Provider follow-up — even in negotiation/settlement, providers may need additional documentation or bills. Stay responsive to those requests.
Bottleneck alert: If cases are piling up in Treatment (MRI Review) or Treatment Complete with high avg weeks, that means cases are stalling before they can advance to demand. Check for missing data or stalled treatment plans.
PHASE BOTTLENECK ANALYSIS
| Phase | Avg Weeks | Max Weeks | # Cases | Risk Level | Primary Driver |
|---|---|---|---|---|---|
| Litigation | 12.4 | 25.0 | 5 | WATCH | 5/5 overdue — needs intervention |
| Liability Negotiation | 8.6 | 27.0 | 7 | WATCH | 7/7 overdue — needs intervention |
| Pre-Lit | 8.5 | 10.0 | 2 | WATCH | 2/2 overdue — needs intervention |
| Demand Drafted | 7.2 | 35.0 | 20 | OK | 20/20 overdue — needs intervention |
| Settlement Disbursement | 6.4 | 32.0 | 7 | WATCH | Within acceptable range |
| Treatment (Evaluations) | 5.3 | 28.0 | 13 | OK | Within acceptable range |
| Settlement | 5.1 | 24.0 | 10 | OK | Within acceptable range |
| Treatment (MRI Review) | 5.0 | 9.0 | 5 | WATCH | Within acceptable range |
| Retained (Documents Signed) | 5.0 | 11.0 | 4 | WATCH | Within acceptable range |
| Lead (Intake) | 4.0 | 4.0 | 1 | WATCH | Within acceptable range |
| Treatment (Injections / PM) | 3.8 | 10.0 | 5 | WATCH | 4/5 overdue — needs intervention |
| Treatment Complete | 3.6 | 7.0 | 5 | WATCH | 4/5 overdue — needs intervention |
| Write Demand | 0.0 | 0.0 | 1 | WATCH | 1/1 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.PR
Princess Robinson
Strategic Focus Directive
Primary Focus: Eliminate fake progress across 67 cases through aggressive bills/records collection and policy limits completion — 79% fake progress rate is completely unacceptable for a promoted junior paralegal.
Action Items:
1Bills & Records Blitz (This Week): Complete bills requests for all 12 cases showing $0 billed and records requests for minimum 25 of the 82 cases needing records. Zero completion on either is inexcusable.
2Policy Limits Sprint (By Friday): Complete policy limits verification on all 17 missing coverage cases immediately — you cannot build proper demand letters without knowing limits, and this is basic case development.
3Demand Letter Push (Next 5 Days): Advance 8 cases from the 20 Demand Drafted cases to actual demand submission — sitting in draft status is classic fake progress and blocks revenue.
4Zero-Action Case Review (Daily): Conduct meaningful activity on 15 of your 52 zero-action cases per day this week — contact clients, follow up on treatment, request documentation, or archive if cases are dead.
Watch Item: Princess shows strong organizational skills but is falling into fake progress patterns post-promotion — monitor whether leadership responsibilities are distracting from core CM execution or if additional support structures are needed.
▦
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.
1107
Open Tasks
1100
Overdue Tasks
8
Cases Not Touched >21d
All (85)Overdue (85)Assigned (83)No Activity >21d (8)Recent Activity (41)Critical (11)Stale (1)P1 (12)P2 (38)P3 (35)
Demand Drafted (20)Treatment (Evaluations) (13)Settlement (10)Settlement Disbursement (7)Liability Negotiation (7)Litigation (5)Treatment (Injections / PM) (5)Treatment (MRI Review) (5)Treatment Complete (5)Retained (Documents Signed) (4)Pre-Lit (2)Write Demand (1)Lead (Intake) (1)
To: [MarciaBrownZ992306134@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 08:33:06 GMT+00:00
Get Outlook for Mac
Date: Friday, March 27, 20
Hewitt Mesfin · 2026-03-27 0d ago
34 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
$58,248Billed
$8,248 overOver-Policy Exposure
Royel MoonParalegal
2025-07-28Intake Date
Score drivers: Critical Over-policy $8,248 27 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-23 4d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-03-23 4d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-03-23 4d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-03-23 4d ago
Submit Lien Reductions
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-09 18d ago
Please set up health insurance subrogation claim with the rawlings company:
Her Member ID number is: NHM6318810AD
Group Number: L08320
@princessann1
OverduePrincess Robinson → Hewitt Mesfin
2026-03-02 25d ago
'@hewittmesfin please send the reductions:
Northside Hospital: $8k (Aspirion should be holding the bill but call them and be sure! )
Gwinnett EMS: please call and see if they accept reductions if they do please ask for $850-900 they won't accept a big reduction
OverduePrincess Robinson → Princess Robinson
2026-02-27 28d ago
settled for $50k need to send reductions @princessann1
OverdueHewitt Mesfin → Princess Robinson
2026-02-24 31d ago
Complex Claims Recovery - Response Needed
@princessann1
OverdueFilevine System → Princess Robinson
2026-01-30 56d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-02 53d ago
* @cyarra review case with case manager
Note
Hewitt Mesfin
2026-03-27 0d ago
To: [MarciaBrownZ992306134@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 08:33:06 GMT+00:00
Get Outlook for Mac
Date: Friday, March 27, 2026 at 4:20?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
L
Task
Filevine System
2026-03-23 4d ago
Receive Release from Insurance Adjuster
Good morning, Princess.
We received your demand, but we are unable to provide an offer, as we found your client is at-fault for the accident.
Than
Princess Robinson · 2026-01-13 73d ago
59 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$10,049Billed
Royel MoonParalegal
2025-02-02Intake Date
Score drivers: 23 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-01-13 73d ago
Good morning, Princess.
We received your demand, but we are unable to provide an offer, as we found your client is at-fault for the accident.
Thanks,
Jonathan
Jonathan Glaw
Senior Claims Resolution Specialist I
Bodily Injury Claims
Liberty Mutual Personal Insurance Company
PO Box 5014
Scra
OverduePrincess Robinson → Princess Robinson
2026-01-06 80d ago
Prestige: last appt was nov 20th with Dr. Tavarus and his first appt was October 20 2025. Finally got the correct email and sent request for records
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-07 140d ago
He is actively treating at Prestige Health and Wellness - Nomad 31 east 32nd street NY, NY 100616 for Chiro and OT. we also need these records and bills @princessann1
OverdueASSIGNEDOperations → Princess Robinson
2026-01-06 80d ago
To: [talicpeguesmvaz992220175@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Oct 09 2025 02:59:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
Ho
OverdueFilevine System → Princess Robinson
2025-10-09 169d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-10-12 166d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-10-12 166d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Cyarra Walters
2025-06-03 297d ago
Demand Received / Follow Up
OverduePrincess Robinson → Cyarra Walters
2025-04-30 331d ago
are we going through clients UIM since at fault ins denied liability @cyarra1
OverdueFilevine System → Princess Robinson
2025-02-21 399d ago
Get Medical Provider Disability Implentation
NoteASSIGNED
Cyarra Walters
2025-11-07 140d ago
I spoke to Talic and we need to get this into demand asap.
TaskASSIGNED
Cyarra Walters
2025-11-07 140d ago
He is actively treating at Prestige Health and Wellness - Nomad 31 east 32nd street NY, NY 100616 for Chiro and OT. we also need these records and bills @princessann1
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
102 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$67,480Billed
Royel MoonParalegal
2024-04-08Intake Date
Score drivers: 22 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-09-26 182d ago
the adjuster said they didnt get not one bill or record attached to the demand letter @princessann1
OverdueFilevine System → Filevine Integration
2025-08-27 212d ago
Confirm All LOP Provider Balances
OverduePrincess Robinson → Princess Robinson
2025-08-06 233d ago
look over everything and make sure were good to go and ill put in demand
OverduePrincess Robinson → Princess Robinson
2025-08-01 238d ago
please request records from North Atlanta Spine and All Things Neuro (call neuro to see if she went first) @anelvasquez
OverduePrincess Robinson → Cyarra Walters
2025-04-14 347d ago
Good Afternoon,
I hope this email finds you well. The patient, Latrita Foster, was seen by one of our providers, and referred to Neuro Ophthalmology for visual changes she is experiencing. We ask that you assist the patient in finding care as we do not have any Neuro Ophthalmologist within our net
OverdueCyarra Walters → Angie Colindres
2025-02-25 395d ago
Spoke to client today, she asked if she can do 3 sessions.... instead of 5 sessions with Safeway. I approved.
OverduePrincess Robinson → Angie Colindres
2025-01-23 428d ago
Good Morning,
Client/patient Latrita Foster has not been reachable utilizing HIPAA-compliant text and telephone communications.
If you can facilitate communication with them, we would greatly appreciate the opportunity to schedule their testing.
Please let us know if your client/patient wishes to
OverdueJames Delgardo → Princess Robinson
2025-01-10 441d ago
Just spoke with Sonya from Trio. They received a request for funding for Nueropysch. They want to know if its okay to proceed with 1 psych eval, 5 hours of therapy sessions, estimated cost is $7,000.00
OverdueCyarra Walters → Angie Colindres
2024-12-03 479d ago
I spoke to Ms. Foster, we spoke about how soon the case may close or remain open. I told her to do 2 or 3 injections with Newton and she'll be done. Please call and find out when her next appointment is.. Please get the injections scheduled, she agreed to do it. @angiec
PhcallASSIGNED
Royel Moon
2026-03-04 23d ago
Called client to give update about successful service and to inform about discovery due date
Filevine System → Royel Moon
2026-03-30
Demand Received / Follow Up
Task
Filevine System
2026-03-23 4d ago
Demand Received / Follow Up
To: [AnastasiaSouthwickZ992240477@thejrlawgroup.filevineapp.com](
Date: Wed Feb 18 2026 10:31:49 GMT+00:00
Get Outlook for Mac
Date: Wednesday, F
Hewitt Mesfin · 2026-02-18 37d ago
53 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$71,675Billed
Royel MoonParalegal
2025-03-18Intake Date
Score drivers: 22 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
OverdueASSIGNEDOperations → Princess Robinson
2025-09-29 179d ago
To: [anastasiasouthwickz992240477@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Mon Sep 29 2025 09:26:50 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
2970 Clairmont Rd NE Brookhaven
OverdueFilevine System → Filevine Integration
2025-08-12 227d ago
Request All Medical Records & Bills
OverduePrincess Robinson → Cyarra Walters
2025-08-05 234d ago
Reductions is this okay @cyarra1 :
GA Interventional: $5,000.00
Grady EMS: $800
Grady Hospital: $2,000.00 send to elevate PFS
OSSP: $8000.00
Piedmont Hospital: $1,200.00
TRIO(MRIS): $1,800.00
TBI: $1,500.00
United Neuro: $1,600.00
OverduePrincess Robinson → Cyarra Walters
2025-07-15 255d ago
Text from client " Is there any updates with Grady or the post office? Also im to have T look at where my laceration is because something feels off. Is there a Dr besides a hospital that I can go to should I need to? - @cyarra1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-03-24 368d ago
Please write LOR and Spoliation to USPS Corporate. @sd
OverdueCyarra Walters → Kailey Meregildo
2025-03-20 372d ago
Here is the message i sent to Asia:
Good Morning Asia! Here are the next steps in order:
1. Collect the police report from APD.
2. Set up the claims with against the Indian lady and USPS.
3. Get you into chiropractic treatment, physical or ortho therapy, PTSD/Anxiety therapy (held via zoom only
TaskASSIGNED
Cyarra Walters
2026-01-22 64d ago
Here is the corrected Demand letter I need you to send out @princessann1
Note
Hewitt Mesfin
2026-02-18 37d ago
To: [AnastasiaSouthwickZ992240477@thejrlawgroup.filevineapp.com](
Date: Wed Feb 18 2026 10:31:49 GMT+00:00
Get Outlook for Mac
Date: Wednesday, February 18, 2026 at 3:10?PM
To: Case Managers
Subject: Anastasia Southwick
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-7
To: [admin@thejrlawgroup.com](
Cc: [kellihayesmvaz992306022@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 04:47:13 GMT-05:00
Good evening,
Filevine System · 2026-03-27 0d ago
34 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$62,009Billed
$12,009 overOver-Policy Exposure
Royel MoonParalegal
2025-07-28Intake Date
Score drivers: Critical Over-policy $12,009 21 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-06 21d ago
send out demand certified @princessann1
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-16 70d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-22 95d 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 → Princess Robinson
2025-12-22 95d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-22 95d 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
OverduePrincess Robinson → Dasha Allen
2025-12-15 102d ago
talked to the client she is done treating has a appt with verispine tomorrow but thinks she will be discharged after that so I will request all bills and records
OverduePrincess Robinson → Princess Robinson
2025-10-16 162d ago
call and get her my chart login @princessann1
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: [claims@claims.allstate.com](
Cc: [kellihayesmvaz992306022@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 12:37:57 GMT+00:00
Good Morning Ms. Brittany,
We agree to hold harmless Allstate and your insured, MINH VO, for any outstanding medical expenses and/or liens incurred as a result o
NoteASSIGNED
Cyarra Walters
2026-03-10 17d ago
I called and spoke to Kelli Hayes and update.
Demand Received / Follow Up
Filevine System · 2026-03-16 11d ago
29 weeksCase Age
8wk / 6wk SLAPhase Duration
$28,465Billed
$28,465 overOver-Policy Exposure
Royel MoonParalegal
2025-09-02Intake Date
Score drivers: Over-policy $28,465 21 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-23 4d ago
Demand Received / Follow Up
OverdueFilevine System → Princess Robinson
2026-01-30 56d 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 → Princess Robinson
2026-01-30 56d 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 → Princess Robinson
2026-01-30 56d 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)
OverduePrincess Robinson → Cyarra Walters
2026-01-14 72d ago
do you want her to continue treating since their is no UM/UIM @cyarra1
OverduePrincess Robinson → Princess Robinson
2026-01-14 72d ago
get updated specials @princessann1
OverdueCyarra Walters → Royel Moon
2026-01-05 81d ago
Please go ahead and draft the complaint for damages against Top Pitch & The defendant is Austin Johnson DOB: 4/25/1995 @rm1
OverdueCyarra Walters → Cyarra Walters
2025-12-02 115d ago
Spoke to client, she said the police report is wrong. and will send her version of it to me.
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-18 129d ago
Ms. Sue (404-826-0121) called from Top Pitch // The defendant is Austin Johnson DOB: 4/25/1995. They stated that they sold that vehicle on August 25th, 2025. He then stated that she is going to send a copy of the signed bill of sale and signed title. He is an independent contractor. It was a minor a
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-18 129d ago
Please call Verispine and find out if they accept her health insurance.. so she can do the injections. @princessann1
PhcallASSIGNED
Royel Moon
2026-03-13 14d ago
Called client to give an update and go over the litigation process . I informed her we will be filing a complaint and serving the defendants in this case.
NoteASSIGNED
Cyarra Walters
2026-01-30 56d ago
Spoke to client today, She found a Neuro that accepts her health insurance, BCBS. She is currently gettin counseling at Eagles landing christain center, she goes once a week. I explained to her that we would be forced to two both parties. the driver and Top Notch insurance.
Top offer received of $4,500.00 / Todd Anderson 440-395-6316
Cyarra Walters · 2026-03-05 22d ago
68 weeksCase Age
27wk / 6wk SLAPhase Duration
$20000Coverage
$1,545Billed
Royel MoonParalegal
2024-12-03Intake Date
Score drivers: 20 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-01-26 60d ago
New adjuster assigned updated in insurance tab, she was following up on the offer they sent of $2,350.00 for Travis
OverdueFilevine System → Princess Robinson
2025-11-14 133d ago
If Case Settled Then Change Phase to "Settlement"
OverduePrincess Robinson → Cyarra Walters
2025-10-30 148d ago
do you want me to send a counter offer to this @cyarra1
OverdueCyarra Walters → Cyarra Walters
2025-12-05 112d ago
Received offer of $2,350.00
Neck and back strain/sprain injuries. Chiro only treatment. Treatment period of 16 weeks.
OverdueFilevine System → Filevine Integration
2025-08-14 225d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-08 231d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Filevine Integration
2025-07-22 248d ago
Request All Medical Records & Bills
OverduePrincess Robinson → Princess Robinson
2025-05-27 304d ago
do you have any updates on this at all @cyarra1
OverdueFilevine System → Angie Colindres
2024-12-18 464d ago
Call Travis Gambardella at 857-472-1498 to update them on the case progress.
OverdueCyarra Walters → Angie Colindres
2024-12-17 465d ago
Please return call to Travis. @angiec
NoteASSIGNED
Cyarra Walters
2026-03-05 22d ago
Top offer received of $4,500.00 / Todd Anderson 440-395-6316
TaskASSIGNED
Cyarra Walters
2025-08-29 210d ago
Received offer of $2,350.00
Neck and back strain/sprain injuries. Chiro only treatment. Treatment period of 16 weeks.
need to send out this demand and settle statue runs this year
Princess Robinson · 2026-03-05 22d ago
66 weeksCase Age
18wk / 17wk SLAPhase Duration
$250000Coverage
$22,890Billed
Royel MoonParalegal
2024-12-21Intake Date
Score drivers: 20 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Cyarra Walters
2025-12-02 115d ago
To: [angelascottmvaz992203067@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Wed Nov 19 2025 09:02:26 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
OverdueFilevine System → Princess Robinson
2025-11-19 128d 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
2025-11-22 125d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-22 125d 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
2025-10-24 154d ago
@Operations Please Draft Demand
OverdueFilevine System → Filevine Integration
2025-09-02 206d ago
Request All Medical Records & Bills
OverdueFilevine System → Cyarra Walters
2025-01-06 445d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Cyarra Walters
2025-01-13 438d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Cyarra Walters
2025-01-13 438d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Cyarra Walters
2025-01-20 431d ago
Coach Client Treatment Plan
TaskASSIGNED
Operations
2025-11-19 128d ago
To: [angelascottmvaz992203067@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Wed Nov 19 2025 09:02:26 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
Note
Princess Robinson
2026-03-05 22d ago
need to send out this demand and settle statue runs this year
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [jilliancauvinmvaz992315928@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 10:56:40 GMT-0
Filevine System · 2026-03-27 0d ago
31 weeksCase Age
3wk / 12wk SLAPhase Duration
$30000Coverage
$72,841Billed
$42,841 overOver-Policy Exposure
Royel MoonParalegal
2025-08-19Intake Date
Score drivers: Critical Over-policy $42,841 19 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
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
OverdueOperations → Operations
2026-02-03 52d ago
'@princess still missing records and bills for two of these...
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-01-27 59d ago
Prohealth
706-625-3585
Person for MVA is Paige
please see if they can treat her on a ATTY Lien @princessann1
OverdueCyarra Walters → Operations
2026-01-27 59d ago
Write the demand for the liability side ASAP @operations
OverdueFilevine System → Operations
2026-01-30 56d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Princess Robinson
2025-12-10 107d ago
getting her balance and then I need to call and check in her @princessann1
OverdueFilevine System → Princess Robinson
2025-10-14 164d 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 → Princess Robinson
2025-10-14 164d 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 → Princess Robinson
2025-10-14 164d 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)
NoteASSIGNED
Operations
2026-03-03 24d ago
To: [jilliancauvinmvaz992315928@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Tue Mar 03 2026 06:12:52 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Gro
Note
Filevine System
2026-03-27 0d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [jilliancauvinmvaz992315928@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 10:56:40 GMT-04:00
Please see attached lien, bills and records for Jillian.
Please let me know if you need anything else.
Thank you,
*Ward Family Chiropractic*
29 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$16,352Billed
Royel MoonParalegal
2025-09-06Intake Date
Score drivers: 19 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Submit Lien Reductions
OverduePrincess Robinson → Princess Robinson
2026-03-03 24d ago
Reductions to be done @princessann1
Comp spine and Pain: Ask for $1k as PIF
Innovative Health: Ask for $2.2k
NORBU: Ask for $2.5K
OverdueOperations → Cyarra Walters
2026-02-13 42d ago
To: [chukwumaoparahmvaz992324458@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Wed Jan 28 2026 03:49:47 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 11
OverdueFilevine System → Princess Robinson
2026-01-28 58d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-31 55d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-31 55d 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
2026-01-08 78d ago
@Operations Please Draft Demand
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
Dr. O picked up check yesterday
Task
Filevine System
2026-03-25 2d ago
Obtain Client Signature on Release
orchards law wants $5,379.86
Princess Robinson · 2026-03-18 9d ago
39 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$30,454Billed
$5,454 overOver-Policy Exposure
Royel MoonParalegal
2025-06-23Intake Date
Score drivers: Critical Over-policy $5,454 18 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-03-26 1d ago
orchards law wants $5,379.86
OverduePrincess Robinson → Cyarra Walters
2026-02-09 46d ago
SOT is drafted spinal vitality wants $7.5k and trio want $3.5k for MRIs they lost it
OverduePrincess Robinson → Princess Robinson
2026-01-16 70d ago
send reductions @princessann1
OverdueFilevine System → Princess Robinson
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-07 140d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-11-04 143d 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 → Princess Robinson
2025-11-04 143d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-11-04 143d 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
Princess Robinson
2026-03-18 9d ago
orchards law wants $5,379.86
Note
Princess Robinson
2026-03-18 9d ago
spoke with client today told her that e are still waiting to hear back from the hospital
looks like she is done treating evryehwerew need to call her and see if she's being seen anywhere else and then if not send her for mental health
Princess Robinson · 2026-03-23 4d ago
30 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$28,984Billed
Royel MoonParalegal
2025-08-28Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-05 22d 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 → Princess Robinson
2026-03-05 22d 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 → Princess Robinson
2026-03-05 22d ago
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
OverdueCyarra Walters → Cyarra Walters
2026-02-13 42d ago
(no description)
OverdueFilevine System → Princess Robinson
2026-02-11 44d 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 → Princess Robinson
2026-02-04 51d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverduePrincess Robinson → Princess Robinson
2026-01-26 60d ago
need to get her ambulance bill ASAP @princessann1
OverdueCyarra Walters → Cyarra Walters
2026-01-07 79d ago
TENS UNIT BILL FROM ANALGESIC HEALTHCARE FOR LINNETTA CORNWELL has been uploaded @cyarra1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-30 148d ago
Call USAA and confirm is liability was accepted @princessann1
OverduePrincess Robinson → Princess Robinson
2025-10-16 162d ago
call her @princessann1
TaskASSIGNED
Cyarra Walters
2026-03-11 16d ago
Please call this collections agency and ask them to place an attorneys hold on the account @princessann1
TaskASSIGNED
Cyarra Walters
2026-03-11 16d ago
Please call USAA and find out was this a property damage subrogation check? @princessann1
Called client to give an update
Royel Moon · 2026-03-27 0d ago
56 weeksCase Age
7wk / 17wk SLAPhase Duration
$100000Coverage
$67,360Billed
Royel MoonParalegal
2025-02-24Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-17 10d ago
send reductions out ASAP @princessann1
AICA: $7.5K
Atlas: $2k
MDS: $2K
Safeway: $3.8k
Summit: $2k
OverduePrincess Robinson → Princess Robinson
2025-12-10 107d ago
need to do subrogation on this her Peach State paid for her hospital visit @princessann1
OverdueFilevine System → Princess Robinson
2025-10-16 162d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-10-19 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
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-16 162d ago
Please reach out to Intellivo and get the bill attached @princessann1 this is for the WALKER LAKE EMERGER BILL
OverduePrincess Robinson → Princess Robinson
2025-09-12 196d ago
spoke with someone in the AICA stone mountain clinic and she will followup with the manager to see if the provider who does the MUA has a date so then she can be scheduled for it, they only do it once a month, so once they have a date she needs to keep it!
OverduePrincess Robinson → Princess Robinson
2025-06-05 295d ago
went back to AICA, start back last week and has an appt tomorrow, need to get the MRI reports from AICA
OverdueCyarra Walters → Cyarra Walters
2025-03-18 374d ago
Check that liability has been established @angiec
OverdueCyarra Walters → James Delgardo
2025-03-03 389d ago
PLease draft the LOR and Spoliation to the trucking company. @sd (Please reference the one i did for Ruben Sullivan as an example)
PhcallASSIGNED
Royel Moon
2026-03-27 0d ago
Called client to give an update
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [landreapierrelouismvaz992230347@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 12:33:49 GMT+00:00
You have to ask Prove Partners. They hold the lien.
Sent: Friday, March 27, 2026 8:23 AM
To: Office Manager
Subject: Fw: REDUCTION REQUEST
$52K offer received
Cyarra Walters · 2026-03-25 2d ago
50 weeksCase Age
0wk / 17wk SLAPhase Duration
$100000Coverage
$47,517Billed
Royel MoonParalegal
2025-04-07Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Operations
2026-02-06 49d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2026-02-03 52d 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 → Princess Robinson
2026-02-03 52d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-03 52d 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
OverduePrincess Robinson → Princess Robinson
2025-06-27 273d ago
have OSSP make a referral for acupuncture and massage therapy @princessann1
OverdueFilevine System → Cyarra Walters
2025-04-21 340d ago
Call Kimberly Hamlin at 404-922-1924 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-04-14 347d ago
Get Medical Provider Disability Implentation
OverdueCyarra Walters → Angie Colindres
2025-04-10 351d ago
Property damage team
844-292-8615 Ext 339
Spoke to Markell and liability was accepted
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
$52K offer received
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please fax and email this demand letter @shawnt Via Fax: 855-820-6318
Via Email: statefarmclaims@statefarm.com
Good afternoon,
Just to confirm the extension for Viridiana Manzano.
I will call the main office as soon as my authority has been updated.
Also, I s
Allanah Spirit · 2026-03-05 22d ago
41 weeksCase Age
8wk / 17wk SLAPhase Duration
$2000000Coverage
$57,567Billed
Royel MoonParalegal
2025-06-09Intake Date
Score drivers: 18 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueOperations → Operations
2026-03-12 15d ago
To: [viridianamanzanomvaz992283965@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 29 2026 09:45:29 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-23 63d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Cyarra Walters
2025-12-18 99d ago
getting all bills and records for Viridiana, Bentley (the baby) doesn't have any because she was too young to treat at Georgetown and arrowhead but she did bring to get seen at the ER when she went but they didn't give any discharge papers for Bentley so technically no bills
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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 → Princess Robinson
2025-12-18 99d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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 → Princess Robinson
2025-10-28 150d 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
TaskASSIGNED
Cyarra Walters
2026-02-05 50d ago
'@spirit Please send out this demand letter via cert mail, fax: 877-352-6550 & Via Email: Victoria.Waldron@selective.com &
csvsupport@selective.com
TaskASSIGNED
Operations
2026-01-29 57d ago
To: [viridianamanzanomvaz992283965@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 29 2026 09:45:29 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite
60 weeksCase Age
7wk / 6wk SLAPhase Duration
$3,225Billed
$6,670 overOver-Policy Exposure
Royel MoonParalegal
2025-01-27Intake Date
Score drivers: Over-policy $6,670 18 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-02-24 31d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Princess Robinson
2026-02-04 51d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-02-04 51d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-02-04 51d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-02-04 51d ago
Submit Lien Reductions
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-01-26 60d ago
Please see if this police report was available? the accident was on january 19th, 2026 @princessann1
OverduePrincess Robinson → Cyarra Walters
2025-05-06 325d ago
are we withdrawing from this case since they placed shaliah at fault? @cyarra1
OverdueCyarra Walters → Angie Colindres
2025-03-26 366d ago
Please call each provider and get verbals @angiec Pidcock Chiropractic Inc
OverdueFilevine System → Princess Robinson
2025-03-05 387d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-03-12 380d ago
Update Meds Section to include all Medical Providers and Specials
Note
Vinesign Integration
2026-03-06 21d ago
#vinesign-completed
Name: Statement of Trust RE: Superior Powell
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=6398c70d-0503-417f-bff5-3de8500b3050.pdf
Signed: 2026-03-06 14:50:22
All signers: Shamel Powell(shamelpowell1@icloud.com (404) 291-4880)
Sender: Admin Admin
Note
Vinesign Integration
2026-03-06 21d ago
#vinesign-sent
Name: Statement of Trust RE: Superior Powell
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=1109E220-4EDA-413C-9700-87438054EB8F
Sent: 2026-03-06 14:49:14
Sent to: (404) 291-4880
All signers: Shamel Powell
Sender: Admin Admin
#vinesign-completed
Name: Statement of Trust to Shaquinta Wallace
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=f81f43ae-6ba9-4732-aeb
Vinesign Integration · 2026-03-20 7d ago
69 weeksCase Age
4wk / 12wk SLAPhase Duration
$30000Coverage
$7,765Billed
Royel MoonParalegal
2024-11-26Intake Date
Score drivers: 18 overdue tasks
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-03 24d ago
Please send reduction request asking for $2K as PIF @princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-07-22 248d ago
Curtis they got everything on the 17th of this month, kyree they got on the 17th of this month,
Please resend the records and bills for Shaquinta ASAP @princessann1
OverdueFilevine System → Cyarra Walters
2025-06-14 286d ago
If Case Settled Then Change Phase to "Settlement"
OverdueAngie Colindres → Angie Colindres
2025-04-07 354d ago
Need to set up the subrogation for Blue Cross Blue Shield
OverdueAngie Colindres → Angie Colindres
2025-03-28 364d ago
Claim no. 4678C063S
DOI: 11/20/24
Adjuster: Lisa Shelbia
C: 678-935-4507
OverdueCyarra Walters → Angie Colindres
2025-03-27 365d ago
Claim No. 46P7960J4 Try this one too. Total Loss Adjuster Number: 678-935-3460 /
OverdueCyarra Walters → Angie Colindres
2025-03-27 365d ago
Try this claim number: 46P6525K0 State Farm Claim Number, They are saying it was 2004 Honda Accord was involved and it wasnt.
OverdueCyarra Walters → Angie Colindres
2025-02-27 393d ago
For the attention of INSURANCE ADJUSTERS
Janecia from State Farm called in regards to your client, Shaquinta Wallace, and would like to provide current information.
She would like to provide the correct claim number, 4677D363F, and advised that the incorrect claim number is 4681D212G.
Adjuster: J
OverdueAngie Colindres → Cyarra Walters
2025-02-27 393d ago
I'm setting up the UM claim but they are saying that the 2009 Chevy Tahoe that Shaquinta was driving was not active with Statefarm at the time, it expired sometime in 2022. @cyarra1
OverdueCyarra Walters → Angie Colindres
2025-02-27 393d ago
We need the police report: Norfolk Report No. P24112000582
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
Slone reduction
Note
Vinesign Integration
2026-03-20 7d ago
#vinesign-completed
Name: Statement of Trust to Shaquinta Wallace
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=f81f43ae-6ba9-4732-aeb1-8c45863bef4c.pdf
Signed: 2026-03-20 21:26:32
All signers: Shaquinta Wallace(shaquintawallace@gmail.com (757) 945-7881)
Sender: Princess Robinson
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [cedariussmithmvaz992267299@thejrlawgroup.filevineapp.
Filevine System · 2026-03-20 7d ago
46 weeksCase Age
10wk / 17wk SLAPhase Duration
$1000000Coverage
$91,466Billed
Royel MoonParalegal
2025-05-06Intake Date
Score drivers: 17 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-14 13d ago
If Case Settled Then Change Phase to "Settlement"
OverdueCyarra Walters → Cyarra Walters
2026-02-26 29d ago
Please go ahead and start sending out reduction request(s) @princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-01-27 59d ago
Send request for additional cash advance for $5K, although i highly doubt they will approve it @princessann1
OverduePrincess Robinson → Cyarra Walters
2026-01-13 73d ago
Sharon Grimsley the adjuster said there is umbrella coverage for the Auto owners policy that wasn't attached to the dec page so she sent it over
OverdueCyarra Walters → Operations
2025-10-27 151d ago
He is offically done, please collect all records and bills. @princessann1
OverdueFilevine System → Cyarra Walters
2025-09-25 183d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-09-25 183d 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
OverdueHewitt Mesfin → Cyarra Walters
2025-09-29 179d ago
Please call Ortho Sport and Spine and see what his bills are currently. @casemanager1
OverduePrincess Robinson → Princess Robinson
2025-08-20 219d ago
need to check in on treatment @princessann1
OverduePrincess Robinson → Princess Robinson
2025-07-08 262d ago
check in on treatment @princessann1
NoteASSIGNED
Cyarra Walters
2026-02-19 36d ago
Spoke to Ms. Sharon, she stated if i dont hear from her by 2:00PM, to then give her a call back
NoteASSIGNED
Cyarra Walters
2026-02-18 37d ago
Dear Existing and General Inquiries
Helen Melgar from Elizabeth Richards's Office on behalf of Wellstar called called regarding Cedarius Smith.
The email is info@erichardslaw.com, and her phone number 770-299-4121.
Moneypenny
she called wanting an update told her that her demand is being reviewed and we should be able to send it out in the next two weeks and I will text her
Princess Robinson · 2026-03-13 14d ago
31 weeksCase Age
3wk / 17wk SLAPhase Duration
$1000000Coverage
$28,009Billed
Royel MoonParalegal
2025-08-19Intake Date
Score drivers: 17 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueASSIGNEDOperations → Princess Robinson
2026-03-24 3d ago
To: [jasmineallenz992316254@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 05:21:04 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5
OverdueFilevine System → Princess Robinson
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
2026-02-07 48d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Princess Robinson
2026-01-27 59d ago
Jasmine just gave me a call saying she is completely ready to wrap up the case. This is her answer for the we spoke about a week ago and I told her to let me know. So I going to request the rest of her bills and records
OverdueFilevine System → Princess Robinson
2026-01-20 66d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Princess Robinson
2026-01-20 66d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-01-20 66d 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 → Princess Robinson
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 → Princess Robinson
2025-09-30 178d ago
Change phase to "Treatment" once all initial when client has ben scheduled
TaskASSIGNED
Operations
2026-03-05 22d ago
To: [jasmineallenz992316254@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 05:21:04 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5
Note
Princess Robinson
2026-03-13 14d ago
she called wanting an update told her that her demand is being reviewed and we should be able to send it out in the next two weeks and I will text her and letter know when I send it out
client came in for his disbursement today
Princess Robinson · 2026-03-20 7d ago
58 weeksCase Age
3wk / 17wk SLAPhase Duration
$250000Coverage
$21,292Billed
Royel MoonParalegal
2025-02-13Intake Date
Score drivers: 17 overdue tasks
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-02-19 36d ago
Please make sure all his bills were processed through medpay @princessann1
OverdueCyarra Walters → Operations
2025-11-12 135d ago
Once records and received from Proco-llc please write the demand. @operations
OverdueFilevine System → Filevine Integration
2025-09-30 178d ago
Demand Received / Follow Up
OverdueAmari Kedar → Cyarra Walters
2025-08-18 221d ago
Cyarra spoke to client on Friday and at this point they're debating whether or not they will sue the other party in the accident because the coverage was denied. Gloria's bills will go through her PIP but David's bills will either have to go through his insurance (which will cause his insurance to d
OverdueAmari Kedar → Cyarra Walters
2025-06-06 294d ago
Liability got officially denied! Need to call client for next steps! @cyarra1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-05-06 325d ago
Please call Ms. Lelita and get a copy of the liability status in wrting.
OverdueFilevine System → Princess Robinson
2025-02-27 393d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-03-06 386d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-03-06 386d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Coach Client Treatment Plan
Note
Princess Robinson
2026-03-20 7d ago
client came in for his disbursement today
Note
Hewitt Mesfin
2026-03-18 9d ago
AICA Orthopedics $4,460.87 and Summit Surgery Center $1,926.60.
29 weeksCase Age
0wk / 17wk SLAPhase Duration
$100000Coverage
$12,382Billed
Royel MoonParalegal
2025-09-04Intake Date
Score drivers: 17 overdue tasks
RECENT ACTIVITY & TASKS
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
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-19 8d ago
Please ask OSSP for $400 as PIF
Please ask American Health Imaging for $1,000 each scan as PIF
I'll do the (Iceberg Health) whiplash injury one.
@princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-01-28 58d ago
Where is the policy declaration? @princessann1 I remember seeing it at one point.
OverdueFilevine System → Princess Robinson
2026-01-28 58d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-31 55d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-31 55d 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
2026-01-16 70d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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 → Princess Robinson
2025-12-18 99d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please ask OSSP for $400 as PIF
Please ask American Health Imaging for $1,000 each scan as PIF
I'll do the (Iceberg Health) whiplash injury one.
@princessann1
NoteASSIGNED
Cyarra Walters
2026-03-19 8d ago
Unsigned Release Agreement
Please prepare complaint for damages @rm1
Cyarra Walters · 2026-01-07 79d ago
34 weeksCase Age
7wk / 12wk SLAPhase Duration
$50000Coverage
$33,106Billed
Royel MoonParalegal
2025-07-29Intake Date
Score drivers: 17 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Royel Moon
2026-01-07 79d ago
Please prepare complaint for damages @rm1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-04 143d ago
(no description)
OverdueFilevine System → Princess Robinson
2025-11-03 144d 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
2025-11-06 141d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-06 141d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-01 146d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-10-27 151d 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 → Princess Robinson
2025-10-27 151d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-10-27 151d 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
OverduePrincess Robinson → Cyarra Walters
2025-10-14 164d ago
spoke with her today she's done with al treatment ill request all of her bills and records, don't forget to call her back @cyarra1 told her we would want records of Jacksons care
TaskASSIGNED
Cyarra Walters
2026-01-07 79d ago
Please prepare complaint for damages @rm1
NoteASSIGNED
Cyarra Walters
2025-12-24 93d ago
Stephanie called and stated that the best she can do is $11,740.00 as a top offer.
- Notes on their withdrawals: Lack of supports for the gap in treatment.
need to get her MPTC balance
Princess Robinson · 2026-03-24 3d ago
13 weeksCase Age
9wk / 17wk SLAPhase Duration
$100000Coverage
$35,081Billed
Royel MoonParalegal
2025-12-22Intake Date
Score drivers: 17 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-24 3d ago
need to get her MPTC balance
OverduePrincess Robinson → Princess Robinson
2026-03-03 24d ago
get updated specials
OverdueHewitt Mesfin → Princess Robinson
2026-02-17 38d ago
She called asking you to call tommorow @princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-02-03 52d ago
Have we made contact withthis adjuster? Is her old attorney still on file. @princessann1
OverdueFilevine System → Princess Robinson
2026-01-28 58d 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 → Princess Robinson
2026-01-21 65d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueCyarra Walters → Cyarra Walters
2026-01-21 65d ago
I found out she had a prior attorney, please call state farm and find out who it is? @princessann1
OverdueFilevine System → Princess Robinson
2026-01-09 77d 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
2026-01-09 77d ago
She has been doing chiro and has her MRIs scheduled for friday
OverduePrincess Robinson → Cyarra Walters
2025-12-30 87d ago
limits are $100k
NoteASSIGNED
Cyarra Walters
2026-03-18 9d ago
Uploaded health insurance subrogation information under liens
Task
Princess Robinson
2026-03-24 3d ago
need to get her MPTC balance
State Farm came back with an offer of $23k
Princess Robinson · 2026-03-23 4d ago
32 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$25,760Billed
Royel MoonParalegal
2025-08-14Intake Date
Score drivers: 17 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-02-27 28d ago
Initial offer of $18,882.65 @cyarra1
OverdueFilevine System → Princess Robinson
2026-01-30 56d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-02 53d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-02-02 53d 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
2026-01-30 56d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-01-27 59d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-01-27 59d 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
OverduePrincess Robinson → Princess Robinson
2025-10-07 171d ago
chiro: last appt this morning, next appt Wednesday, mental: tomorrow has an appt with them. He has been doing his chiropractor every Monday,Wednesday, and Friday as scheduled and has been doing his appts with mental pain. Isn't having any problems and pain is starting to alleviate which is good. Wil
OverdueFilevine System → Princess Robinson
2025-09-30 178d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please send counter offer for $75K @princessann1
TaskASSIGNED
Cyarra Walters
2026-02-05 50d ago
Please send out this demand letter via cert mail, fax, and email @princessann1
Sent another follow up email to Jonathan Sebolka
Cyarra Walters · 2025-12-17 100d ago
58 weeksCase Age
32wk / 6wk SLAPhase Duration
$25000Coverage
$29,857Billed
$4,857 overOver-Policy Exposure
Royel MoonParalegal
2025-02-09Intake Date
Score drivers: Critical Over-policy $4,857 16 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Filevine Integration
2025-09-01 207d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Filevine Integration
2025-08-12 227d ago
Obtain Client Signature on Release
OverdueFilevine System → Cyarra Walters
2025-06-16 284d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Cyarra Walters
2025-06-10 290d ago
Confirm All LOP Provider Balances
OverduePrincess Robinson → Princess Robinson
2025-05-27 304d ago
get updated balances with providers @princessann1
OverdueFilevine System → Cyarra Walters
2025-02-25 395d ago
Call Kaylah Gooden at 717-680-2650 to update them on the case progress.
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
2025-12-17 100d ago
Sent another follow up email to Jonathan Sebolka
NoteASSIGNED
Cyarra Walters
2025-08-22 217d ago
Updated statement of Trust
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: [ajohnnacoatesmvaz992278710@thejrlawgroup.filevineapp.com](
Date: Wed Mar 04 2026 0
Filevine System · 2026-03-04 23d ago
43 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$25,039Billed
Royel MoonParalegal
2025-05-28Intake Date
Score drivers: 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-02-27 28d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
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
OverduePrincess Robinson → Operations
2026-02-10 45d ago
'@operations all recs and bills are in now
OverdueFilevine System → Operations
2026-02-06 49d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Cyarra Walters
2025-12-04 113d ago
requested records from all places, need Dr. Dean to redo his records @cyarra1
OverdueFilevine System → Princess Robinson
2025-12-04 113d 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 → Princess Robinson
2025-12-04 113d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-04 113d 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
OverduePrincess Robinson → Cyarra Walters
2025-10-08 170d ago
Dr. Dean is changing locations and the one closest to her won't be avail;e for a while and he said he can travel to her and do at home appt but she doesn't have the space in her home for him to do that, is it ok is I send her to a different chiropractor. I know we sent her to him for us reason so wa
OverdueFilevine System → Princess Robinson
2025-10-02 176d 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
Cyarra Walters
2026-03-02 25d ago
Please send this demand out via cert mail, fax, email. BE CAREFUL OF DUPLICATE DATES @princessann1
NoteASSIGNED
Operations
2026-02-10 45d ago
To: [ajohnnacoatesmvaz992278710@thejrlawgroup.filevineapp.com]( litigation [litigation@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Tue Feb 10 2026 06:47:38 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 11
29 weeksCase Age
0wk / 6wk SLAPhase Duration
$11,308Billed
$11,308 overOver-Policy Exposure
Royel MoonParalegal
2025-09-04Intake Date
Score drivers: Over-policy $11,308 16 overdue tasks
RECENT ACTIVITY & TASKS
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
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-19 8d ago
Please ask OSSP for $400 as PIF
Please ask American Health Imaging for $1,000 each scan as PIF
I'll do the whiplash injury one @princessann1
OverdueFilevine System → Princess Robinson
2026-01-28 58d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-31 55d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-31 55d 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
2026-01-16 70d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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 → Princess Robinson
2025-12-18 99d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-18 99d ago
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upload sections for Bills and Records pay attention to what you are uploading and to where.
* When uploaded to the proper place it will make a folder i
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-30 148d ago
She is on her sixteenth session with Buckhead Chiro and still hasnt done her MRIs
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please ask OSSP for $400 as PIF
Please ask American Health Imaging for $1,000 each scan as PIF
I'll do the whiplash injury one @princessann1
NoteASSIGNED
Cyarra Walters
2026-03-19 8d ago
Unsigned release
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [rickymccaskillz992329553@thejrlawgroup.filevineapp.co
Filevine System · 2026-03-27 0d ago
27 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$23,118Billed
Royel MoonParalegal
2025-09-17Intake Date
Score drivers: 16 overdue tasks
RECENT ACTIVITY & TASKS
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
OverduePrincess Robinson → Princess Robinson
2026-03-26 1d ago
reductions @princessann1
AIC: $1.5K
Precision Injury: $4K
Your Spine: $3k
OverduePrincess Robinson → Princess Robinson
2026-02-20 35d ago
need to call the adjuster on Monday and see if he has a offer to give us seems like 30 days will be today
OverdueOperations → Operations
2026-01-08 78d ago
To: [rickymccaskillz992329553@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 08 2026 03:29:58 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
OverdueFilevine System → Princess Robinson
2026-01-08 78d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-11 75d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-11 75d 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
2026-01-08 78d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-10 107d 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 → Princess Robinson
2025-12-10 107d 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
Note
Filevine System
2026-03-27 0d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [rickymccaskillz992329553@thejrlawgroup.filevineapp.com]( PMCM2 [pmcm2@precisioninjurycare.com](
Date: Fri Mar 27 2026 04:25:06 GMT+00:00
Good afternoon
Thank you for reaching out to us regarding the ab
Note
Filevine System
2026-03-27 0d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [rickymccaskillz992329553@thejrlawgroup.filevineapp.com]( PMCM2 [pmcm2@precisioninjurycare.com](
Date: Fri Mar 27 2026 01:52:53 GMT+00:00
Good morning/afternoon,
Thank you for reaching out to us rega
To: [onpointchiro@gmail.com]( On Point Chiropractic [contact@onpointchiroflorida.com](
Cc: Office Manager [admin@thejrlawgroup.com]( GloriaDeenZ992225
Filevine System · 2026-03-17 10d ago
58 weeksCase Age
3wk / 6wk SLAPhase Duration
$6,452Billed
$6,452 overOver-Policy Exposure
Royel MoonParalegal
2025-02-13Intake Date
Score drivers: Over-policy $6,452 16 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Hewitt Mesfin
2026-03-03 24d ago
how is the check being split for her and David Shortlidge @cyarra1 , hewitt is doing the reductions for David im doing the ones for gloria
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-02 145d ago
She treated at a chiropractors office in Florida, please collect this info ASAP. @princessann1
OverdueFilevine System → Filevine Integration
2025-07-28 242d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-07-22 248d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Cyarra Walters
2025-03-13 379d ago
Call Gloria Deen at 386-793-4445 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-03-06 386d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Review Case with Cyarra (Admin)
OverdueFilevine System → Princess Robinson
2025-03-20 372d ago
Coach Client Treatment Plan
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Follow up on Referral for Specialist
Note
Filevine System
2026-03-17 10d ago
To: [onpointchiro@gmail.com]( On Point Chiropractic [contact@onpointchiroflorida.com](
Cc: Office Manager [admin@thejrlawgroup.com]( GloriaDeenZ992225816@thejrlawgroup.filevineapp.com [gloriadeenz992225816@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 06:16:36 GMT+00:00
Good afternoon,
I a
Note
Hewitt Mesfin
2026-03-17 10d ago
Good afternoon,
AICA will accept $500.00 as payment in full.
Please email this to the client and instruct him to print, and sign his wet signature, and have it notarized. @princessann1
Cyarra Walters · 2026-03-12 15d ago
31 weeksCase Age
8wk / 6wk SLAPhase Duration
$25000Coverage
$13,410Billed
Royel MoonParalegal
2025-08-20Intake Date
Score drivers: 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-30 56d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-01-27 59d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-01-27 59d 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
OverduePrincess Robinson → Cyarra Walters
2025-12-09 108d ago
are we gonna withdraw from him? @cyarra1 I remember you telling me he doesn't want to go though his own insurance
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-12-08 109d ago
Client called very upset and said he was going to fire us. I said ok
OverdueFilevine System → Princess Robinson
2025-10-14 164d 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
Cyarra Walters
2026-03-12 15d ago
Please email this to the client and instruct him to print, and sign his wet signature, and have it notarized. @princessann1
NoteASSIGNED
Operations
2026-01-29 57d ago
To: [frankunknownmvaz992316957@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com](
Date: Thu Jan 29 2026 03:40:03 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
To: [chantavia.parkinson@ehi.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [malikfreemanz992348610@thejrlawgroup.filevineapp.com](
Date: Wed Mar
Filevine System · 2026-03-25 2d ago
23 weeksCase Age
11wk / 6wk SLAPhase Duration
$17,923Billed
$17,923 overOver-Policy Exposure
Royel MoonParalegal
2025-10-13Intake Date
Score drivers: Over-policy $17,923 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-18 9d ago
Please read this and see what they are asking us for @princessann1
OverdueOperations → Cyarra Walters
2026-01-09 77d ago
To: [malikfreemanz992348610@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 08 2026 04:01:39 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
H
OverdueFilevine System → Princess Robinson
2026-01-08 78d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-11 75d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-11 75d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-12-19 98d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-10 107d 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 → Princess Robinson
2025-12-10 107d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-10 107d 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
OverduePrincess Robinson → Hewitt Mesfin
2025-10-27 151d ago
need to set up claim with Enterprise which is Sedgwick claims @princessann1
NoteASSIGNED
Cyarra Walters
2026-03-18 9d ago
To: [chantavia.parkinson@ehi.com]( Princess Robinson [intern@thejrlawgroup.com](
Cc: [malikfreemanz992348610@thejrlawgroup.filevineapp.com](
Date: Wed Mar 18 2026 01:20:19 GMT+00:00
Confirming receipt thank you.
*Please make note of our new address change from Suite 935 to Suite 575!
Cyarra Wal
TaskASSIGNED
Cyarra Walters
2026-03-18 9d ago
Please read this and see what they are asking us for @princessann1
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [landonolivermvaz992322111@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 09:32:15 GMT+00
Cyarra Walters · 2026-03-25 2d ago
29 weeksCase Age
3wk / 17wk SLAPhase Duration
$1000000Coverage
$22,993Billed
Royel MoonParalegal
2025-09-02Intake Date
Score drivers: 16 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-26 1d ago
wasn't sent out certified need to see if the adjuster received and send out cert
OverdueFilevine System → Princess Robinson
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
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
2026-02-16 39d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-01-27 59d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-01-27 59d 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
OverduePrincess Robinson → Cyarra Walters
2025-12-02 115d ago
need to check in on liability @princessann1
OverdueFilevine System → Princess Robinson
2025-10-06 172d 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 → Anel Vasquez
2025-09-12 196d ago
Why hasnt the at fault claim been set up yet? @anelvasquez
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [landonolivermvaz992322111@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 09:32:15 GMT+00:00
Upload to Landon oliver
Sent: Wednesday, March 25, 2026 4:24 PM
To: Shawn Taylor ; Claims Submit
Cc: Office Manager ; landonolivermvaz992322111@
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
Please send out this demand letter, Via Facsimile: 573-381-3772 & Via Email: jdavis@columbiainsurance.com, claims@columbiainsurance.com
Columbia Mutual Insurance
P.O. Box 618
Columbia, MO 65205
@shawnt WITH THE RECORDS AND BILLS
Confirm Receipt of Check(s)
Filevine System · 2026-03-25 2d ago
59 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$26,745Billed
Royel MoonParalegal
2025-02-08Intake Date
Score drivers: 15 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Submit Lien Reductions
OverduePrincess Robinson → Alexis Gorman
2025-09-23 185d ago
'@cyarra1 For the attention of INSURANCE ADJUSTERS
Abraham from State Farm called wishing to extend you a verbal offer for Derek Grider's claim for $12,654.12.
Please could you call back on 770-418-3667.
I attempted to transfer and there was no answer.
Moneypenny
Date: 9/11/2025
Time: 09:03 EST
OverdueFilevine System → Filevine Integration
2025-08-14 225d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Filevine Integration
2025-08-08 231d ago
Confirm All LOP Provider Balances
OverdueFilevine System → Princess Robinson
2025-02-17 403d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-02-24 396d ago
Update Meds Section to include all Medical Providers and Specials
NoteASSIGNED
Royel Moon
2026-02-23 32d ago
Georgetown - $3,500.00
Thrive Ortho - $3,000.00
AIC - $1,700
Safeway - $1,100.00
Total - $9,300
Litigation - $16,350
Client Payout - 14,350.00
Task
Filevine System
2026-03-25 2d ago
Confirm Receipt of Check(s)
Please send out this demand letter to Meredith with Farmers @princessann1
Farmers Insurance Company
P. O. Box 268994
Oklahoma City, OK 73126
VIA Cer
Cyarra Walters · 2026-03-19 8d ago
34 weeksCase Age
1wk / 17wk SLAPhase Duration
$1000000Coverage
$187,831Billed
Royel MoonParalegal
2025-07-28Intake Date
Score drivers: 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-19 8d ago
We are still missing these bills, call Cohen and see if its in her emails ; these places typicallly email or text the bill, no need to order it through MRO: @princessann1
Piedmont ED Professional
Radiology Assoc of Atlanta PA
OverdueFilevine System → Princess Robinson
2026-03-16 11d 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
2026-03-19 8d ago
* @rm1 or @cyarra review case with case manager
OverdueFilevine System → Royel Moon
2026-03-19 8d 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
2026-03-19 8d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Request All Medical Records & Bills
* Upload All Medical Records & Bills to the Meds section for the respective provider.
* There are separate upload sections for Bills and Records pay attention to what you are uploading and to where.
* When uploaded to the proper place it will make a folder i
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-02 25d ago
SHE IS COMPLETED TREATMENT, we need records and bills ASAP @princessann1
OverdueFilevine System → Princess Robinson
2025-09-30 178d 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
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please send out this demand letter to Meredith with Farmers @princessann1
Farmers Insurance Company
P. O. Box 268994
Oklahoma City, OK 73126
VIA Certified Mail:
Return Receipt:
Via Fax: 877-217-1389
Via Email: myclaim@farmersinsurance.com; meredith.ellender@farmersinsurance.com
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
We are still missing these bills, call Cohen and see if its in her emails ; these places typicallly email or text the bill, no need to order it through MRO: @princessann1
Piedmont ED Professional
Radiology Assoc of Atlanta PA
I sent out Fedex Demand by way of Overnight delivery
Cyarra Walters · 2026-03-27 0d ago
25 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$47,616Billed
Royel MoonParalegal
2025-09-30Intake Date
Score drivers: 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-25 2d ago
(no description)
OverdueFilevine System → Princess Robinson
2026-03-17 10d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
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
2026-02-16 39d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-02-04 51d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-01-29 57d ago
* Update Meds Section to include all Medical Providers and Specials
* Update Treatment Start and End dates
* Update if is still treating with the toggle and the client treatment status in Meds section
* Change phase to Treatment Complete when all treatment has been fulfilled
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Princess Robinson
2026-01-29 57d 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)
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
I sent out Fedex Demand by way of Overnight delivery
NoteASSIGNED
Cyarra Walters
2026-03-26 1d ago
To: OSEI-SARFO, NANA AKUA (Nana) [NOSEI-SARFO@AMICA.com]( Princess Robinson [intern@thejrlawgroup.com](
Cc: [trinititollettemvaz992335413@thejrlawgroup.filevineapp.com](
Date: Thu Mar 26 2026 12:57:17 GMT+00:00
No, you should already be in receipt of the full demand letter. We were supplementing th
To: [TitaWalkerMVAZ992369719@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 02:05:46 GMT+00:00
Get Outlook for Mac
Date: Tuesday, March 10,
Hewitt Mesfin · 2026-03-10 17d ago
16 weeksCase Age
2wk / 6wk SLAPhase Duration
$25000Coverage
$24,792Billed
Royel MoonParalegal
2025-11-30Intake Date
Score drivers: 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Operations
2026-03-01 26d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-02-04 51d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-01-21 65d 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
OverduePrincess Robinson → Cyarra Walters
2026-01-08 78d ago
'@cyarra1 did you send her out for treatment?
OverdueDasha Allen → Princess Robinson
2025-12-22 95d ago
Liability has been accepted
NoteASSIGNED
Operations
2026-03-09 18d ago
To: [titawalkermvaz992369719@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 05:12:53 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
Note
Hewitt Mesfin
2026-03-10 17d ago
To: [TitaWalkerMVAZ992369719@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 02:05:46 GMT+00:00
Get Outlook for Mac
Date: Tuesday, March 10, 2026 at 9:47?AM
To: Princess Robinson
Subject: Rahsun Robinson
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Locati
To: [jamespippinsmvaz992298545@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 06:54:34 GMT+00:00
Sent: Friday, March 27, 2026 2:53 PM
To: jam
Cyarra Walters · 2026-03-27 0d ago
37 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$55,562Billed
$5,562 overOver-Policy Exposure
Royel MoonParalegal
2025-07-11Intake Date
Score drivers: Critical Over-policy $5,562 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-01-29 57d ago
'@princessann1 @cyarra1 review demand so it can be sent out
OverdueFilevine System → Princess Robinson
2025-11-03 144d 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
2025-11-06 141d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-06 141d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverduePrincess Robinson → Cyarra Walters
2025-10-08 170d ago
he is reaching his limits im going to reach out to kino and pull him out and then Ill call the client
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-09-08 200d ago
Please contact Mental Pain And Trauma Centers, and see why they "stopped" his treatment @princessann1
OverdueCyarra Walters → Cyarra Walters
2025-09-08 200d ago
Client surrenders car for reparis on wednesday, Please get rental @princessann1
OverduePrincess Robinson → Princess Robinson
2025-09-08 200d ago
need to follow up on treatment
OverdueFilevine System → Cyarra Walters
2025-07-29 241d ago
Call James Pippins at 501-240-0018 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-07-20 250d ago
Change phase to "Treatment" once all initial file set up is complete
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: [jamespippinsmvaz992298545@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 06:54:34 GMT+00:00
Sent: Friday, March 27, 2026 2:53 PM
To: jamespippinsmvaz992298545@thejrlawgroup.filevineapp.com
Subject: Fw: Scanned image from BP-70C45
Sent: Friday, March 27, 2026 12:57 PM
To: Case Manage
NoteASSIGNED
Cyarra Walters
2026-03-27 0d ago
To: [jamespippinsmvaz992298545@thejrlawgroup.filevineapp.com](
Date: Fri Mar 27 2026 06:53:44 GMT+00:00
Sent: Friday, March 27, 2026 12:57 PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Location: Not Set
Fi
41 weeksCase Age
0wk / 6wk SLAPhase Duration
$52,295Billed
$52,295 overOver-Policy Exposure
Royel MoonParalegal
2025-06-10Intake Date
Score drivers: Over-policy $52,295 15 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-24 3d 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)
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-24 3d ago
I need all the records and bills @princessann1
OverdueFilevine System → Princess Robinson
2026-02-11 44d 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 → Princess Robinson
2026-02-04 51d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueCyarra Walters → Cyarra Walters
2026-02-03 52d ago
Mr. Ryan:
We have been made aware of your claim related to the wheelchair services provided to you at Hartsfield-Jackson Atlanta International Airport (ATL) on June 1, 2025 as a passenger of Frontier Airlines wherein you reported that you were injured during your wheelchair services at ATL on th
OverduePrincess Robinson → Cyarra Walters
2025-09-23 185d ago
follow up with @cyarra1 what's going
OverduePrincess Robinson → Cyarra Walters
2025-08-22 217d ago
Good Afternoon
We have been trying to get the Letter of Representation and HIPAA and invoice payment for patient Raymond Ryan – DOA 06/01/2025 with no response. I have attached the records invoice for Mr. Ryan. Would you be so kind to provide the HIPAA and records invoice payment so that we can
OverdueFilevine System → Alexis Gorman
2025-07-14 256d ago
Call Raymond Ryan at 269-365-2552 to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
He was also going to a chiropractor to Michigan he is going to collect those files for me.
NoteASSIGNED
Cyarra Walters
2026-03-24 3d ago
He is coming tomorrow to drop off all the documents
Confirm Receipt of Check(s)
Filevine System · 2026-03-25 2d ago
56 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$24,140Billed
Royel MoonParalegal
2025-02-26Intake Date
Score drivers: 14 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Confirm Receipt of Check(s)
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
Submit Lien Reductions
OverdueFilevine System → Filevine Integration
2025-09-13 195d ago
If Case Settled Then Change Phase to "Settlement"
OverdueAmari Kedar → Cyarra Walters
2025-05-13 318d ago
What do we need from Ms. McSwain in order to potentially file a Lost Wages claim for the times she had to take off of work for PT? She mentioned that you all spoke about it a few weeks ago but I can't remember if she just needs to give us a letter with the time off statement and the appointment conf
OverdueFilevine System → Princess Robinson
2025-03-06 386d ago
Get Medical Provider Disability Implentation
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Update Meds Section to include all Medical Providers and Specials
OverdueFilevine System → Princess Robinson
2025-03-13 379d ago
Review Case with Cyarra (Admin)
Task
Filevine System
2026-03-25 2d ago
Confirm Receipt of Check(s)
Task
Filevine System
2026-03-05 22d ago
Submit Lien Reductions
42 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$18,606Billed
$2,606 overOver-Policy Exposure
Royel MoonParalegal
2025-06-02Intake Date
Score drivers: Critical Over-policy $2,606 14 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-24 123d ago
@Operations Please Draft Demand
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
* Contact the client via the client portal to ask them about treatment and make sure they are making appointments
* Update activity with notes on client communications
* CC all emails with the project email to keep communication centralized
* Update the Expenses and Liens sections with any relevant
OverdueFilevine System → Alexis Gorman
2025-09-03 205d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Alexis Gorman
2025-09-03 205d 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
OverduePrincess Robinson → Cyarra Walters
2025-08-27 212d ago
requested bills and records from mental pain and trauma centers and told them to terminate treatment, I am speaking with her and Ms. Standback today ill let her know we have to stop treatment since were reaching the limit, also requested MRI records and bills so her specials are gonna go up about $4
OverdueHewitt Mesfin → Princess Robinson
2025-08-20 219d ago
Kaylor called and she got a prescription of muscle relaxer, pain medication, lidocaine patches. Once she tried to pick it up, she said she had to co-pay out of pocket. ask georgtown to use tele care
@princessann1
OverdueFilevine System → Alexis Gorman
2025-06-17 283d ago
Call Kaylor Mathis at 470-908-4093 to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-02 25d ago
Good Morning,
The reduction request in the amount of $900.00 has been declined for patient Kaylor Mathis.
Please be advised that Piedmont Hospital requires a payment in the amount of $1,159.62 in order to be considered as “Settled in Full”.
Please advise on how you would like to proceed.
Note
Hewitt Mesfin
2026-03-10 17d ago
To: [KaylorMathisMVAZ992281288@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 01:50:21 GMT+00:00
Get Outlook for Mac
Date: Tuesday, March 10, 2026 at 9:43?AM
To: Case Managers
Subject: kaylor mathis
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C45
Location:
To: [arichbur@travelers.com]( [first.report@travelers.com](
Cc: [branditatemvaz992298887@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrla
Shawn Taylor · 2026-03-09 18d ago
37 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$7,396Billed
Royel MoonParalegal
2025-07-11Intake Date
Score drivers: 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-05 22d ago
Please send this demand letter out via fax and email @shawnt
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Operations
2026-02-16 39d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Princess Robinson
2025-11-06 141d ago
get records and bills @princessann1
OverdueCyarra Walters → Cyarra Walters
2025-08-18 221d ago
Hello Cyarra,
Attached are my documents from each provider, along with my prescriptions. I have a few more items to send over including new prescriptions.
My MRI was completed on Friday, and the follow-up/reading was scheduled for Monday. My doctor has noted everything in my file.
As of Monday, I
OverdueFilevine System → Cyarra Walters
2025-07-29 241d ago
Call Brandi Tate at 501-554-1597 to update them on the case progress.
OverduePrincess Robinson → Cyarra Walters
2025-07-22 248d ago
Text from client @cyarra1
I'm not comfortable going to a chiropractor. I'm so sorry and not trying to be difficult but I use my body for work as personal trainer/fitness instructor in addition to being a bodybuilder. This impacting my entire life and livelihood. I want to avoid further or unforsee
OverdueFilevine System → Cyarra Walters
2025-07-20 250d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Princess Robinson
2025-07-16 254d ago
Setup Claim & Send Letters of Representation and Welcome Letter
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Please send this demand letter out via fax and email @shawnt
NoteASSIGNED
Operations
2026-03-02 25d ago
To: [branditatemvaz992298887@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com]( Office Manager [admin@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Tue Mar 03 2026 12:06:46 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
Hi Ms.Buggs you can send the referral to this email intern@thejrlawgroup.com and casemanagers@thejrlawgroup.com
Princess Robinson · 2026-03-11 16d ago
35 weeksCase Age
8wk / 17wk SLAPhase Duration
$300000Coverage
$18,061Billed
Royel MoonParalegal
2025-07-23Intake Date
Score drivers: 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-03 24d ago
give the client an update
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-30 56d ago
@Operations Please Draft Demand
OverduePrincess Robinson → Princess Robinson
2026-01-27 59d ago
client is sending me the urgent care bill when she gets home so check back in on this tomorrow to put int demand @princessann1
OverduePrincess Robinson → Cyarra Walters
2025-12-10 107d ago
Good afternoon, Princess.
Hope you are doing well.
We have made every possible attempt to contact Ms. Buggs in order to schedule her follow-up appointment, but our efforts have been unsuccessful. Patient didn’t return any of our voicemails.
Consequently, we have temporarily suspended the schedulin
OverdueFilevine System → Princess Robinson
2025-10-06 172d 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 → Cyarra Walters
2025-09-01 207d ago
Request Case Status
OverdueFilevine System → Cyarra Walters
2025-08-12 227d ago
Call Chantrece Buggs at 470-312-8383 to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
Received Offer of $15,645.00.
NoteASSIGNED
Cyarra Walters
2026-03-05 22d ago
Spoke to Ms Buggs today, she said her back still hurting, and she is REFUSING to get the shots, she went to Emory Midtown ER hospital on monday because she hit her head on a car door a week ago. and they said she needs to do Physical Therapy on her back, I asked her to send over the referral order f
31 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$10,920Billed
$9,800Settlement
Royel MoonParalegal
2025-08-18Intake Date
Score drivers: 14 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Obtain Any Applicable POAs
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Obtain Client Signature on Release
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Receive Release from Insurance Adjuster
OverdueFilevine System → Princess Robinson
2026-03-25 2d ago
Submit Lien Reductions
OverduePrincess Robinson → Princess Robinson
2026-03-02 25d ago
Reductions sent
GA Interventional - $500.00
Amera Imaging- we have agreed to do a late rate of $750/mri so we would be paying $1500.00
Noble Chiro- $1k
OverduePrincess Robinson → Cyarra Walters
2026-01-27 59d ago
Initial offer of $8,900.00 received via email
OverdueFilevine System → Princess Robinson
2025-11-19 128d 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
2025-11-22 125d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2025-11-22 125d 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
2025-11-04 143d ago
I need the demand on this @operations
TaskASSIGNED
Cyarra Walters
2026-03-24 3d ago
Call Edgar and see what day he'd like to come in @princessann1
Task
Filevine System
2026-03-25 2d ago
Submit Lien Reductions
To: [geicoclaims@geico.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [thaliacastilloz992333174@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19
Filevine System · 2026-03-19 8d ago
26 weeksCase Age
2wk / 12wk SLAPhase Duration
$50000Coverage
$18,161Billed
Royel MoonParalegal
2025-09-24Intake Date
Score drivers: 14 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-23 4d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
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 → Operations
2026-03-12 15d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2026-02-05 50d 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 → Princess Robinson
2026-02-05 50d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-05 50d 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
OverduePrincess Robinson → Princess Robinson
2026-01-29 57d ago
follow up on treatment @princessann1
OverdueFilevine System → Princess Robinson
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 → Princess Robinson
2025-09-29 179d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-09-29 179d ago
Contact Thalia Castillo with the client portal to update them on the case progress.
TaskASSIGNED
Cyarra Walters
2026-03-19 8d ago
Please send this demand out @princessann1
NoteASSIGNED
Operations
2026-03-09 18d ago
To: [thaliacastilloz992333174@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Mon Mar 09 2026 10:10:54 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
* 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 · 2026-03-24 3d ago
34 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
$20,453Billed
Royel MoonParalegal
2025-07-31Intake Date
Score drivers: 14 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-24 3d 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
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-11 75d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-23 94d 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 → Princess Robinson
2025-12-23 94d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-23 94d 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 → Princess Robinson
2025-08-15 224d ago
Call Carmenita Palmer at 412-770-4623 to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-08-06 233d ago
Change phase to "Treatment" once all initial file set up is complete
Task
Filevine System
2026-03-24 3d 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
2026-02-27 28d ago
Settled fo $25k
* 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 · 2026-03-25 2d ago
6 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$75,171Billed
$50,171 overOver-Policy Exposure
Royel MoonParalegal
2026-02-09Intake Date
Score drivers: Critical Over-policy $50,171 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
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
OverduePrincess Robinson → Princess Robinson
2026-03-23 4d ago
call adjuster on Monday and see if I can get this resolved for UM/UIM
OverdueFilevine System → Alexis Gorman
2026-02-17 38d 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
2026-02-17 38d 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
2026-02-17 38d 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)
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Contact Shantae Stephens with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-10 45d 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
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
Demand Received / Follow Up
Filevine System · 2026-03-16 11d ago
40 weeksCase Age
9wk / 17wk SLAPhase Duration
$100000Coverage
$25,414Billed
Royel MoonParalegal
2025-06-17Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Royel Moon
2026-03-23 4d ago
Demand Received / Follow Up
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-01-12 74d ago
Please call Regenerative Orthopedics & Spine Institute and get clarity on what the actual bill is....We have two Duplicate bills from them $6K and $3K.
OverduePrincess Robinson → Cyarra Walters
2025-11-26 121d ago
spoke with the adjuster: only considering chiro treatment, treatment for ortho is saying that his pain is from previous accidents that happened in 2024 & 2022 so she is not considering that, initial offer $10,156.00
OverdueFilevine System → Princess Robinson
2025-10-16 162d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2025-10-19 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
2025-09-23 185d ago
Please collect all the records and bills, he was done treating like three weeks ago. We already have everything from Dr. Travis w/ ATL Chill. @princessann1
OverdueCyarra Walters → Cyarra Walters
2025-09-18 190d ago
He did one injection for the.
He is doing Crio Therapy at ATL CHILL. Dr. Travis Smith. 478-336-4393
OverdueFilevine System → Alexis Gorman
2025-07-03 267d ago
Call Ahmid Douglas at 470-488-9940 to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-06-20 280d ago
Setup Claim & Send Letters of Representation and Welcome Letter
PhcallASSIGNED
Royel Moon
2026-02-24 31d ago
Gave an update about a response from defendant and we scheduled a call for discovery 3/9
TaskASSIGNED
Cyarra Walters
2026-02-05 50d ago
Please call him and provide him an update. @rm1
To: [georgedozieriiiz992324866@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:22:13 GMT+00:00
Get Outlook for Mac
Date: Thursday, March
Hewitt Mesfin · 2026-03-19 8d ago
28 weeksCase Age
28wk / 17wk SLAPhase Duration
$4000000Coverage
$5,940Billed
Royel MoonParalegal
2025-09-08Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-02-23 32d ago
need to call him ASAP so I can see where all he's been for treatment @princessann1
OverduePrincess Robinson → Princess Robinson
2026-02-04 51d ago
'@princessann1 get all treatment places and update
OverduePrincess Robinson → Princess Robinson
2025-12-08 109d ago
need to check in on him @princessann1
OverduePrincess Robinson → Princess Robinson
2025-11-18 129d ago
did you send him out for treatment because im not seeing anything in meds @cyarra1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-21 157d ago
please call and make sure that liability was established @princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-02 176d ago
Push for liabiltiy acceptance and we also need policy declaration @princessann1
OverdueFilevine System → Princess Robinson
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
OverdueCyarra Walters → Cyarra Walters
2025-09-23 185d ago
Please call the liability adjuster and see if liability was accepted and ask for the policy dec page to be sent to us and what are the limits @casemanager1
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
Contact George A Dozier III with the client portal to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-06 21d ago
Initial visit - 9/8/25
last visit 3/5/26
total - 24
Dr. Branden Evans
Cobb Pain & Wellness Clinic
140 Vann St.
Ste 400
Marietta, GA 30060
678-444-4154 (p)
678-325-1559 (f)
Note
Hewitt Mesfin
2026-03-19 8d ago
To: [georgedozieriiiz992324866@thejrlawgroup.filevineapp.com](
Date: Thu Mar 19 2026 09:22:13 GMT+00:00
Get Outlook for Mac
Date: Thursday, March 19, 2026 at 4:10?PM
To: Case Managers
Subject: George Dozier Amera Bills
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model: BP-70C
uploaded billing and records for Oland
Princess Robinson · 2026-03-18 9d ago
7 weeksCase Age
6wk / 17wk SLAPhase Duration
$100000Coverage
$16,550Billed
Royel MoonParalegal
2026-02-06Intake Date
Score drivers: 13 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-06 21d ago
get her current balances @princessann1
OverduePrincess Robinson → Princess Robinson
2026-02-20 35d ago
call barbour and let them know we are representing her @princessann1
OverduePrincess Robinson → Cyarra Walters
2026-02-20 35d ago
There was already a previous offer made for $37,940.00 to her old law firm, he resent it to us and told us to review
OverdueFilevine System → Princess Robinson
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 → Princess Robinson
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 → Princess Robinson
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 → Cyarra Walters
2026-02-10 45d ago
Please get the Brookhaven Police report / Report No. 25-05800 via buycrash @shawnt
OverdueFilevine System → Alexis Gorman
2026-02-06 49d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-06 49d ago
Contact Ashley Jones with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-06 49d 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
2026-02-25 30d ago
Spoke to Kara Cofield
Note
Princess Robinson
2026-03-18 9d ago
uploaded billing and records for Oland
Could I send a counter offer of $23,000 to the adjuster @cyarra1
Princess Robinson · 2026-03-23 4d ago
33 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$13,486Billed
Royel MoonParalegal
2025-08-04Intake Date
Score drivers: 13 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-03-23 4d ago
Could I send a counter offer of $23,000 to the adjuster @cyarra1
OverdueFilevine System → Princess Robinson
2026-01-29 57d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-02-01 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
2026-01-11 75d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2025-12-23 94d 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 → Princess Robinson
2025-12-23 94d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2025-12-23 94d 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 → Cyarra Walters
2025-08-18 221d ago
Call Asia Palmer at 412-880-2371 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-08-09 230d ago
Change phase to "Treatment" once all initial file set up is complete
TaskASSIGNED
Operations
2026-01-29 57d ago
To: [asiapalmermvaz992309108@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 29 2026 05:07:01 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law Group
5718 Westheimer Rd, Suite 1114
Task
Princess Robinson
2026-03-23 4d ago
Could I send a counter offer of $23,000 to the adjuster @cyarra1
8 weeksCase Age
4wk / 17wk SLAPhase Duration
$2025000Coverage
$14,312Billed
Royel MoonParalegal
2026-01-30Intake Date
Score drivers: 12 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-05 22d 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 → Princess Robinson
2026-02-26 29d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueASSIGNEDOperations → Princess Robinson
2026-02-11 44d ago
Hey @princessann1
I asked the Filevine AI (Lois) best practices for pursuing the driver and business and it shared this.
Hope this helps make things a little clear on what were doing since you're also a paralegal.
Steps to Pursue the Driver and/or Employer Directly
1. Conduct Asset Discovery
OverdueFilevine System → Princess Robinson
2026-02-10 45d 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
OverduePrincess Robinson → Cyarra Walters
2026-02-09 46d ago
the at faults insurance is XL Insurance America which ive never heard of but you can't call to set up a claim you have to email and or mail them a claim loss form to start the claim up. I just filled it out and emailed it to WEBFNOL.NA@axaxl.com hopefully we will receive something back in the next c
OverdueASSIGNEDOperations → Princess Robinson
2026-02-04 51d ago
'@princessann1 Ms. Lavender usually turns her cell phone off when she at home. call 678.586.5159 if it doesn't get an answer. She may be at home. Also here's the daughters number (Shanika Lavender): 205.246.5102 She will help her mother is she needs it.
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
Contact Connie Lavender with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Setup Claim & Send Letters of Representation and Welcome Letter
* Request Client Declaration Page From Insurance Adjuster
* CC all emails and communications with the project email so that they show automatically on the activity feed along with documentation
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
Task
Princess Robinson
2026-03-23 4d ago
need to call precision and let them know we have liability coverage so she is okay to continue with any treatment needed
Note
Filevine System
2026-03-23 4d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [shanikalavenderz992436064@thejrlawgroup.filevineapp.com]( Sarah Holloman [sarah_holloman@precisioninjurycare.com](
Date: Mon Mar 23 2026 10:40:58 GMT+00:00
Good morning,
Ms. Lavender was seen in office on 03/19/26 for their pain management fol
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [stephanielundymvaz992284324@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 02:34:11 GMT-
Filevine System · 2026-03-13 14d ago
41 weeksCase Age
10wk / 17wk SLAPhase Duration
$5000000Coverage
$589,987Billed
Royel MoonParalegal
2025-06-09Intake Date
Score drivers: 11 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-02-04 51d ago
Please call Paulk Chiro (770) 474-1421 and find out what their email is for records and bills @princessann1
OverduePrincess Robinson → Princess Robinson
2026-01-30 56d ago
spoke with someone from Paulk Chiro got her final balance and number of visits and updated it in meds. She had an upcoming appt for Feb 9th told them to go ahead and cancel since were wrapping this up
OverdueFilevine System → Princess Robinson
2026-01-16 70d 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 → Princess Robinson
2026-01-16 70d 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 → Princess Robinson
2026-01-16 70d 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)
OverduePrincess Robinson → Cyarra Walters
2025-12-26 91d ago
'@cyarra1 her specials are at half a million do you want her to continue treating, verispine is recommending another procedure
Bilateral L1/L2, L2/L3 Lumbar Interspinous Ligament injection
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-12 135d ago
Please call United Neurology and let them no they are OVER treating. Thus, her next appointment MUST be marked as her discharge date. @princessann1
OverduePrincess Robinson → Princess Robinson
2025-11-11 136d ago
Paulk chiropractic balance updated she was last seen with them yesterday
OverdueFilevine System → Cyarra Walters
2025-08-27 212d ago
Call Stephanie Lundy at 678-887-9766 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-06-13 287d ago
Follow up on Contracts and Police Report
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
To: TERRILL SPAIGHT [terrill_spaight@gbtpa.com]( [stephanielundymvaz992284324@thejrlawgroup.filevineapp.com](
Cc: Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Mar 12 2026 04:35:20 GMT+00:00
Good Afternoon Ms. Terrill,
Ms. Lundy has completed her surgical procedure.
Please expect a dem
Note
Filevine System
2026-03-13 14d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [stephanielundymvaz992284324@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 02:34:11 GMT-05:00
Please see attached records for Stephanie Lundy:
*Records Department*
Records Request Department
Mental Pain & Trauma Centers
12770 Coit Roa
To: [antoniohindsmvaz992369721@thejrlawgroup.filevineapp.com](
Cc: [antoniohindsmvaz992369721@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 01
Filevine System · 2026-03-24 3d ago
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$38,461Billed
$13,461 overOver-Policy Exposure
Royel MoonParalegal
2025-11-30Intake Date
Score drivers: Critical Over-policy $13,461 11 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Princess Robinson
2026-03-05 22d ago
@Operations Please Draft Demand
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-12-17 100d ago
Please call the bone and joint place and see if they can get him in this week . His next appointment is for Jan 28th, which is way too far out, and his fractured hand is actually getting worse. @princessann1
OverdueFilevine System → Princess Robinson
2025-12-09 108d 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
2025-12-09 108d ago
Stacey Pruitt Direct line: 678-742-3514 Liability adjuster
OverdueFilevine System → Alexis Gorman
2025-11-30 117d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2025-11-30 117d ago
Contact Antonio Hinds with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2025-11-30 117d 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
2025-11-30 117d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
TaskASSIGNED
Cyarra Walters
2026-03-24 3d ago
I URGENTLY need the bills from Center for Wellness, and Verispine. Once I have these i can get this case settled today. @princessann1
NoteASSIGNED
Cyarra Walters
2026-03-17 10d ago
Stacey Prewitt is the new adjuster; c)678-742-3514
If Case Settled Then Change Phase to "Settlement"
Filevine System · 2026-03-14 13d ago
46 weeksCase Age
10wk / 17wk SLAPhase Duration
$1000000Coverage
$113,635Billed
Royel MoonParalegal
2025-05-07Intake Date
Score drivers: 11 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-14 13d ago
If Case Settled Then Change Phase to "Settlement"
OverduePrincess Robinson → Cyarra Walters
2026-01-23 63d ago
insurance came back with $145k for Tiana and $120k for cedarius @cyarra1
OverdueFilevine System → Princess Robinson
2025-12-30 87d ago
* Prepare the Demand Draft, Records & Bills Package
* Send demand package via certified mail, email, and fax
* CC all emails with the project email
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* @cyarra review case with case manager
OverdueFilevine System → Cyarra Walters
2026-01-02 84d ago
* Review the Demand Draft; Ensure Accuracy of Values, LOP balances, Parties, and Records
* Review Expenses & Lien sections to make sure values are accurate for future statement of trust
OverdueFilevine System → Operations
2025-11-20 127d ago
@Operations Please Draft Demand
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-10-27 151d ago
She is officially done treating. Please collect all records and bills @princessann1
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-09-24 184d ago
Please return this call tomorrow:
@princessann1
For the attention of Client Treatment Updates
ATTN: Atlanta
Steve Luben from Care Connect Medical called regarding Tiana Batts.
Please could you call back on 706-344-8278.
Moneypenny
Date: 9/24/2025
Time: 17:47 EST
Caller Number: 7063448278
OverduePrincess Robinson → Princess Robinson
2025-07-08 262d ago
check in on treatment @princessann1
OverdueFilevine System → Cyarra Walters
2025-05-11 320d ago
Follow up on Contracts and Police Report
NoteASSIGNED
Cyarra Walters
2026-02-04 51d ago
Surgery for the (right/left ) foot and knee (right knee misicus tear). Left Shoulder tear. And she can only do monday an tuesday. she still has a tingling sensation in the left hand down the arm.
NoteASSIGNED
Cyarra Walters
2026-01-13 73d ago
Per Princess, the Adjuster should have a new offer to us by friday.
we will have to withdraw from this
Princess Robinson · 2026-03-20 7d ago
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,953Billed
$3,953 overOver-Policy Exposure
Royel MoonParalegal
2025-12-17Intake Date
Score drivers: Over-policy $3,953 11 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-02-26 29d ago
need to call the adjuster and get more insight on the denial @princessann1
OverduePrincess Robinson → Cyarra Walters
2026-02-16 39d ago
Still pending liability stance
OverduePrincess Robinson → Princess Robinson
2026-01-27 59d ago
called the adjuster to see if liability has been accepted and she didn't answer so I left a vm!
OverdueFilevine System → Princess Robinson
2026-01-27 59d 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
OverduePrincess Robinson → Cyarra Walters
2026-01-08 78d ago
spoke with the client she has been talking to the liability adjuster and they said they just need a recorded statement and she is pressing to get it done so she can get her car fixed told her I would have to speak with you to see if you have the time tomorrow @cyarra1 unless you want me to have roya
OverduePrincess Robinson → Princess Robinson
2025-12-18 99d ago
no information for the at faults driver AT ALL, they didn't even put the license plate number that she gave them
OverdueFilevine System → Princess Robinson
2025-12-18 99d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-12-18 99d ago
Contact Shanna Morales with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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
2025-12-18 99d ago
* Refer to a Chiropractic Provider for evaluation and add info to Meds Section
* Request Medical Records from ER/Urgent Care
Note
Princess Robinson
2026-03-20 7d ago
we will have to withdraw from this
Task
Princess Robinson
2026-02-25 30d ago
need to call the adjuster and get more insight on the denial @princessann1
need to call her and let her know after this procedure we will be closing out her treatment
Princess Robinson · 2026-03-05 22d ago
20 weeksCase Age
7wk / 12wk SLAPhase Duration
$50000Coverage
$31,723Billed
Royel MoonParalegal
2025-11-06Intake Date
Score drivers: 10 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-02-11 44d 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 → Princess Robinson
2026-02-04 51d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverduePrincess Robinson → Princess Robinson
2026-02-02 53d ago
the procedure went fine, still feels pain in her upper back and lower back, has a follow appt on Wednesday
OverduePrincess Robinson → Princess Robinson
2026-02-02 53d ago
had a cervical procedure Jan 28th and has a follow up Feb 2nd
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-11-18 129d ago
Please find out if liability was accepted yet. @princessann1
OverdueFilevine System → Princess Robinson
2025-11-10 137d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Pak Young Washington 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 d
OverdueFilevine System → Princess Robinson
2025-11-10 137d 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
2025-11-10 137d 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
2025-11-10 137d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-11-10 137d 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
Princess Robinson
2026-03-05 22d ago
need to call her and let her know after this procedure we will be closing out her treatment
Note
Princess Robinson
2026-02-25 30d ago
Good afternoon,
Please be advised that Ms. WASHINGTON is scheduled for her lumbar procedure on 03/25/2026 at 10:15 AM at our CWPC Procedure Suite in Lawrenceville. We will let you know once the post-op and follow-up appointment have been scheduled.
Thank you and should you have any questions or re
hospital bill has been uploaded
Princess Robinson · 2026-03-16 11d ago
8 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$6,622Billed
Royel MoonParalegal
2026-01-28Intake Date
Score drivers: 10 overdue tasks
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-13 14d ago
Dear Existing and General Inquiries
Destinee Milburn from Emory Decatur Hospital called to confirm representation for client Tamisha Dennis. ATTN: Atlanta.
Please could you call back on 762-213-9342.
Email: destinee.milburn@asperion.com
Moneypenny
OverduePrincess Robinson → Princess Robinson
2026-03-03 24d ago
need to get updated specials
OverdueFilevine System → Princess Robinson
2026-02-12 43d 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
OverduePrincess Robinson → Cyarra Walters
2026-02-04 51d ago
sending to Georgetown clinics
OverdueFilevine System → Alexis Gorman
2026-01-29 57d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-01-29 57d ago
Contact Misha Dennis with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-01-29 57d 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
2026-01-29 57d 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
2026-01-29 57d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Misha Dennis 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
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
2026-03-13 14d ago
Dear Existing and General Inquiries
Destinee Milburn from Emory Decatur Hospital called to confirm representation for client Tamisha Dennis. ATTN: Atlanta.
Please could you call back on 762-213-9342.
Email: destinee.milburn@asperion.com
Moneypenny
NoteASSIGNED
Cyarra Walters
2026-02-25 30d ago
I just received an update from Regional Med Group, who we referred Tamisha to for medical treatment. They have her scheduled for Fri. 02/27 @ 12:00pm. This may be who is was referring to on our call. VMG will still need to perform a telemed to get Regional Med Group the eval report with open refe
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
52 weeksCase Age
12wk / 17wk SLAPhase Duration
$300000Coverage
$11,931Billed
Royel MoonParalegal
2025-03-28Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2025-08-21 218d ago
spoke with her today she is asking how long it would be since were taking this to court and I told her I would download with you and see what were doing and then give her a call once I can give her a better answer or you would call @cyarra1
OverdueCyarra Walters → Cyarra Walters
2025-07-15 255d ago
Please Call Accident ProGuard at 800-657-8205; and set up the claim;
Appearantly this is some sort of medpay or PIP coverage that the client has, please get adjuster information.
ID Number and reference number: 443192293
@anelvasquez
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-05-06 325d ago
Please collect the liabiltiy status in writing for the at fault carrier @princessann1
OverdueFilevine System → Cyarra Walters
2025-04-11 350d ago
Call Robin James at 704-957-4390 to update them on the case progress.
OverdueCyarra Walters → K. Tyrie
2025-04-03 358d ago
Please prepare and send open records request to APD for the video footage. @kenadiat
OverdueFilevine System → Princess Robinson
2025-04-02 359d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueCyarra Walters → Angie Colindres
2025-04-04 357d ago
(At-Fault) USAA Policy Number: 0026763947102 / Police Report Number: 250861101 APD or GSP. @angiec
OverdueFilevine System → Princess Robinson
2025-03-29 363d ago
Setup Claim & Send Letters of Representation and Welcome Letter
OverdueFilevine System → Princess Robinson
2025-03-29 363d ago
Assign Medical Provider
TaskASSIGNED
Cyarra Walters
2026-02-02 53d ago
Discovery DUE on March 2nd @rm1
NoteASSIGNED
Cyarra Walters
2026-01-27 59d ago
Good afternoon,
I am Dexter Youmans’ legal assistant, and we have been assigned to represent Defendant Cook in this case. At your earliest convenience, please forward the pdf and word version of the discovery served on Defendant. We look forward to working with you.
Filevine System → Royel Moon
2026-03-30
Demand Received / Follow Up
Chiro time clinics asking for payment. @cyarra1
Allanah Spirit · 2026-03-10 17d ago
48 weeksCase Age
24wk / 12wk SLAPhase Duration
$50000Coverage
$65,082Billed
$15,082 overOver-Policy Exposure
Royel MoonParalegal
2025-04-22Intake Date
Score drivers: Critical Over-policy $15,082 9 overdue tasks
RECENT ACTIVITY & TASKS
OverdueAllanah Spirit → Cyarra Walters
2026-03-10 17d ago
Chiro time clinics asking for payment. @cyarra1
OverduePrincess Robinson → Princess Robinson
2025-11-07 140d ago
adjuster from nationwide called wanting an update on when she will get the release, do you want me to go ahead and send this over to him so he can sign it @cyarra1
OverdueFilevine System → Princess Robinson
2025-09-30 178d ago
If Case Settled Then Change Phase to "Settlement"
OverdueCyarra Walters → Cyarra Walters
2025-09-10 198d ago
UM confirmed receipt of the LLR.
"Hewitt,
Got it. Thanks,
Sincerely,
Korena Brumley
Nationwide Claims Associate
W 833-369-2567 x12750
OverdueAmari Kedar → Cyarra Walters
2025-07-07 263d ago
Demand accepted, do you want me to go ahead and work on reductions? @cyarra1
OverdueFilevine System → Alexis Gorman
2025-05-26 305d ago
Call Jacquis Jackson at 943-253-8007, 470 312 0963, 943 - 900 - 5112 to update them on the case progress.
OverdueFilevine System → Cyarra Walters
2025-04-27 334d ago
Change phase to "Treatment" once all initial file set up is complete
OverdueFilevine System → Cyarra Walters
2025-04-25 336d ago
Consult with Cyarra (Admin) on if we will take case
OverdueFilevine System → Cyarra Walters
2025-04-23 338d ago
Assign Medical Provider
TaskASSIGNED
Cyarra Walters
2026-01-13 73d ago
Nationwide keeps calling me asking for the signed release @princessann1
Task
Allanah Spirit
2026-03-10 17d ago
Chiro time clinics asking for payment. @cyarra1
Task
Vinesign Integration
2026-01-22 64d ago
#vinesign-completed
Name: Amended Release signed by Client
Signed Document URL: https://app.vinesign.com/Jobs/Pdf?pdfKey=6e02b11f-451f-4f35-9618-fd0d8c13399f.pdf
Signed: 2026-01-22 22:04:33
All signers: Jacquis Jackson(jacquisjackson5@gmail.com (943) 900-5112)
Sender: Admin Admin
adjuster Christine wanted treatment status told her we will be wrapping up treatment soon should have a demand sent over in about a month
Princess Robinson · 2026-03-18 9d ago
14 weeksCase Age
3wk / 6wk SLAPhase Duration
$16,569Billed
$16,569 overOver-Policy Exposure
Royel MoonParalegal
2025-12-18Intake Date
Score drivers: Over-policy $16,569 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueFilevine System → Princess Robinson
2026-01-02 84d 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
2025-12-19 98d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-12-19 98d ago
Contact Jasmine Stafford with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-12-19 98d 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
2025-12-19 98d 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
2025-12-19 98d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Jasmine Stafford 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
OverdueFilevine System → Alexis Gorman
2025-12-19 98d 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
2026-03-18 9d ago
adjuster Christine wanted treatment status told her we will be wrapping up treatment soon should have a demand sent over in about a month
Note
Princess Robinson
2026-03-12 15d ago
Evelyn Jackson 972-929-9656 the rep with Allstate said this is the PD adjuster but when I was transferred the person answering to said Monique, I left a vm
Note
Princess Robinson
2026-03-12 15d ago
still hasn't had her car fixed calling them today to make sure they call her about getting it done
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
Filevine System · 2026-03-09 18d ago
28 weeksCase Age
3wk / 12wk SLAPhase Duration
$50000Coverage
$31,809Billed
Royel MoonParalegal
2025-09-08Intake Date
Score drivers: 9 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-16 11d ago
* Confirm Adjuster Received Demand Letter & Package
* Confirm response to initial demand
OverdueASSIGNEDOperations → Princess Robinson
2026-03-26 1d ago
To: [keddrickraglandmvaz992324583@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 07:49:00 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law G
OverdueFilevine System → Princess Robinson
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
2026-02-08 47d ago
@Operations Please Draft Demand
OverdueFilevine System → Princess Robinson
2026-02-05 50d 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 → Princess Robinson
2026-02-05 50d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-05 50d 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
OverduePrincess Robinson → Princess Robinson
2026-02-04 51d ago
need to see if we want to do psych treatment @princessann1
OverdueFilevine System → Princess Robinson
2025-10-06 172d 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
2026-03-05 22d ago
To: [keddrickraglandmvaz992324583@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com]( Royel Moon [rm@thejrlawgroup.com](
Date: Thu Mar 05 2026 07:49:00 GMT+00:00
Best,
Ashton Ron-Gábriel
National Head of Operations
The JR Law G
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
* 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
8 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
$1,235Billed
Royel MoonParalegal
2026-01-28Intake Date
Score drivers: 9 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-13 14d ago
Request Case Status
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Contact K'Rihonna Cunningham with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-10 45d 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
2026-02-10 45d 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
2026-02-10 45d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact K'Rihonna Cunningham 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 d
OverduePrincess Robinson → Alexis Gorman
2026-02-10 45d ago
'@alexisgorman do you want me to take this since I have her mom
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
Note
Princess Robinson
2026-03-13 14d ago
goes to school monday-thursday last class ends at 4:45pm, she's been trying to go Monday and Wednesday before class, I told her if it gets to a point and we need to find something closer we can
Note
Princess Robinson
2026-03-13 14d ago
has another appt,
Pre-Demand Readiness Check — do not begin drafting until all items confirmed:
* Coverage (1P/3P) entered
* All medical bills uploaded and totaled
Filevine System · 2026-03-26 1d ago
27 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$23,276Billed
Royel MoonParalegal
2025-09-18Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-06 21d ago
For the attention of INSURANCE ADJUSTERS
ATTN: ATLANTA
Chris Pellegrin from Allstate Claims asked if we could reach back out on 610-251-3097 or on claims@claims.allstate.com to provide an update to the Itravian Browner case
Moneypenny
Date: 3/6/2026
Time: 10:52 EST
Caller Number: 6102513097
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-02-04 51d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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
OverduePrincess Robinson → Princess Robinson
2025-10-13 165d ago
check back in on liability @princessann1
OverdueFilevine System → Princess Robinson
2025-10-03 175d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
OverdueASSIGNEDCyarra Walters → Princess Robinson
2025-09-24 184d ago
We need the policy limits ASAP from at fault @princessann1
OverdueFilevine System → Princess Robinson
2025-09-19 189d 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
2026-03-06 21d ago
For the attention of INSURANCE ADJUSTERS
ATTN: ATLANTA
Chris Pellegrin from Allstate Claims asked if we could reach back out on 610-251-3097 or on claims@claims.allstate.com to provide an update to the Itravian Browner case
Moneypenny
Date: 3/6/2026
Time: 10:52 EST
Caller Number: 6102513097
Filevine System → Operations
2026-03-29
@Operations Please Draft Demand
Filevine System → Princess Robinson
2026-03-29
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
2026-03-26 1d 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
* 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 · 2026-03-25 2d ago
10 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$19,545Billed
Royel MoonParalegal
2026-01-12Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-25 2d 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 → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-25 2d 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)
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-02-13 42d ago
Get the policy declaration @princessann1
OverduePrincess Robinson → Cyarra Walters
2026-02-10 45d ago
left a vm for the supervisor Tekia Lyons 678-317-8249 tslyons@travelers.com
OverdueFilevine System → Princess Robinson
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
OverduePrincess Robinson → Princess Robinson
2026-02-04 51d ago
For the attention of INSURANCE ADJUSTERS
Attn: Atlanta
Brittany from Travelers Insurance called to speak with case manager for client Shannon Webb.
Claim number JIH4746
Please could you call back on 678-317-8480.
Moneypenny
Date: 2/3/2026
Time: 14:41 EST
Caller Number: 6783178480
OverdueFilevine System → Princess Robinson
2026-02-11 44d ago
Request Case Status
Task
Filevine System
2026-03-25 2d 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
2026-03-25 2d 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)
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
Note
Princess Robinson
2026-03-25 2d ago
spoke with Injury 2 Wellness: client she came in yesterday and next appt on the 31st
Pd is asking for Dunna to call body shop to release the vehicle. She has the rental until this Thursday
Hewitt Mesfin · 2026-03-16 11d ago
13 weeksCase Age
1wk / 6wk SLAPhase Duration
$25000Coverage
$17,192Billed
Royel MoonParalegal
2025-12-22Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-16 11d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-03-16 11d 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
OverdueHewitt Mesfin → Hewitt Mesfin
2026-03-03 24d ago
Call and update client that we removed her from counseling and confirm MRI scheduling @hewittmesfin
OverdueHewitt Mesfin → Hewitt Mesfin
2026-02-03 52d ago
called Darius (pd adjuster) and left vm
OverdueHewitt Mesfin → Hewitt Mesfin
2026-01-27 59d ago
Request MRI and client asked for massage therapy @hewittmesfin
OverdueFilevine System → Hewitt Mesfin
2026-01-07 79d 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
2025-12-23 94d 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
2026-03-12 15d ago
Paid Frank Henderson $500.00 for the referral
Note
Hewitt Mesfin
2026-03-16 11d ago
Pd is asking for Dunna to call body shop to release the vehicle. She has the rental until this Thursday
Note
Hewitt Mesfin
2026-03-16 11d ago
Her car was estimate value at $19,881.81 but had about $9,000 in payments remaining. there's been 2 payments made for $6,000, and $2,300. her vehicle has been deemed a total loss.
Note
Filevine System
2026-03-16 11d ago
To: medical records [medicalrecords@arrowheadclinics.com](
Cc: [dunnadanielsz992419656@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 03:36:26 GMT+00:00
Good morning,
Please see the attached HIPAA authorization for my client Amantul Muhammad and kindly forward her final records and bills.
For the attention of INSURANCE ADJUSTERS
ATTN: ATL
Tisha Bonner called to speak with the case manager for Amari Hacker.
Email: Declined:
I attempt
Cyarra Walters · 2026-03-25 2d ago
47 weeksCase Age
35wk / 6wk SLAPhase Duration
$25000Coverage
$10,555Billed
Royel MoonParalegal
2025-04-28Intake Date
Score drivers: 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueCyarra Walters → Cyarra Walters
2026-01-15 71d ago
Please send this demand letter out via cert mail, fax, and email @princessann1
OverduePrincess Robinson → Cyarra Walters
2025-10-24 154d ago
spoke with Joe the adjuster for UM/UIM, there saying 50/50 liability
OverduePrincess Robinson → Princess Robinson
2025-09-05 203d ago
going to have to withdraw from this ill draft it up just tell me when you want me to send it out @cyarra1
OverduePrincess Robinson → Princess Robinson
2025-08-25 214d ago
spoke with client today and informed him ill be taking over his case, he wanted an update I told him I will call state farm and see what they need from us and get adjuster info and then get back to him before the end of the week @princessann1
OverdueFilevine System → Cyarra Walters
2025-07-29 241d ago
If Offer Received move case to "Negotiation" Phase
OverdueFilevine System → Cyarra Walters
2025-07-24 246d ago
Prepare the Demand Draft & Package
OverdueFilevine System → Cyarra Walters
2025-05-02 329d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-04-29 332d ago
Fill out Intake and add client contact info
NoteASSIGNED
Cyarra Walters
2026-03-25 2d ago
For the attention of INSURANCE ADJUSTERS
ATTN: ATL
Tisha Bonner called to speak with the case manager for Amari Hacker.
Email: Declined:
I attempted to transfer the call but there was no answer.
Please could you call back on 317-795-3352.
Moneypenny
NoteASSIGNED
Cyarra Walters
2026-02-11 44d ago
Dear Existing and General Inquiries
Amari Hacker called wishing to speak with you in regards to getting an update on his case.
Please could you call back on 470-500-8470
NoteASSIGNED
Cyarra Walters
2026-02-11 44d ago
Offered $9,227.50.
NoteASSIGNED
Operations
2026-01-15 71d ago
To: [amarihackermvaz992263869@thejrlawgroup.filevineapp.com]( Office Manager [admin@thejrlawgroup.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Thu Jan 15 2026 03:11:27 GMT+00:00
Ashton Ron-Gábriel
Head of Operations & Marketing
The JR Law Group
5718 Westheimer RD, Suite 1114
Hou
Good afternoon,
I hope that this email finds you well.
We wanted to inform you that the above-referenced patient has been recommended to be seen fo
Cyarra Walters · 2026-03-20 7d ago
7 weeksCase Age
2wk / 17wk SLAPhase Duration
$1000000Coverage
$5,139Billed
Royel MoonParalegal
2026-02-06Intake Date
Score drivers: 8 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-10 45d ago
Contact Tarnesha Brantley with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-10 45d 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
2026-02-10 45d 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
2026-02-10 45d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Tarnesha Brantley 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
2026-02-07 48d 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
2026-03-20 7d ago
Good afternoon,
I hope that this email finds you well.
We wanted to inform you that the above-referenced patient has been recommended to be seen for pain management with our office. You will be contacted by: pmcm2@precisioninjurycare.com to discuss the treatment status of this patient.
The cu
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
Note
Princess Robinson
2026-03-12 15d ago
balance has been updated for Precision Injury, she goes every Wednesday and Friday, getting her MRI's with Amera imaging today
Task
Filevine System
2026-03-12 15d ago
* Review MRIs results with the client
* Recommend further treatment with specialist if necessary
* Specialist include pain management, surgery, rehab, therapy, injections, etc...
* Ensure medical bills (Specials) are not exceeding policy limits (1P/3P)
* Update Meds Section to include all Medical
liability was denied and Shanna doesn't have UM we either will have to withdraw or file a lawsuit need to discuss this with y'all @rm1 @cyarra1
Princess Robinson · 2026-03-03 24d ago
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,665Billed
$3,665 overOver-Policy Exposure
Royel MoonParalegal
2025-12-18Intake Date
Score drivers: Over-policy $3,665 8 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Royel Moon
2026-03-03 24d ago
liability was denied and Shanna doesn't have UM we either will have to withdraw or file a lawsuit need to discuss this with y'all @rm1 @cyarra1
OverdueFilevine System → Princess Robinson
2026-01-27 59d 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
2025-12-18 99d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2025-12-18 99d ago
Contact Jerry McKinney II with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2025-12-18 99d 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
2025-12-18 99d 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
2025-12-18 99d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Jerry McKinney II 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
2025-12-19 98d 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
2025-12-29 88d ago
for this one too. Please set up the claim, princess is off today @spirit
NoteASSIGNED
Cyarra Walters
2025-12-23 94d ago
Referral bonus is owed to: Timothy Williams
Task
Princess Robinson
2026-03-03 24d ago
liability was denied and Shanna doesn't have UM we either will have to withdraw or file a lawsuit need to discuss this with y'all @rm1 @cyarra1
Note
Princess Robinson
2026-02-13 42d ago
Still pending liability stance
USAA denied the claim since she was driving for uber eats at the time I think we will have to withdraw unless there is a way we can have progressive p
Princess Robinson · 2026-03-17 10d ago
3 weeksCase Age
3wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-02Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-06 21d 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
OverduePrincess Robinson → Princess Robinson
2026-03-04 23d ago
call Kevin with National General to get clarity
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2026-03-02 25d ago
Contact Inez Eason with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
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 → Princess Robinson
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 → Princess Robinson
2026-03-02 25d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Inez Eason with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not have
Note
Princess Robinson
2026-03-17 10d ago
USAA denied the claim since she was driving for uber eats at the time I think we will have to withdraw unless there is a way we can have progressive pay for it @cyarra1
Note
Filevine System
2026-03-13 14d ago
To: [inezeasonz992449266@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 06:23:44 GMT+00:00
Date: Friday, March 13, 2026 at 2:22?PM
To: Princess Robinson
Subject: USAA's Coverage Decision on Your Claim
To ensure delivery to your inbox, please add 3j7mhxhgvb42k@claims.usaa.com to your add
Note
Filevine System
2026-03-10 17d ago
To: [3j7mhxhgvb42k@claims.usaa.com](
Cc: [inezeasonz992449266@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 07:23:29 GMT+00:00
Good afternoon,
Please see the attached denial letter from Progressive!
Best,
Princess Robinson
Junior Paralegal/Case Manager
The JR Law Group
2970 Clairmont
Note
Filevine System
2026-03-10 17d ago
To: Renee Crockett [Renee_Crockett@progressive.com](
Cc: [inezeasonz992449266@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 07:19:06 GMT+00:00
Please disregard Renee!
Get Outlook for iOS
Sent: Tuesday, March 10, 2026 3:18:21 PM
To: Renee Crockett
Cc: inezeasonz992449266@thejrlawgroup.file
Note
Filevine System
2026-03-10 17d ago
To: Renee Crockett [Renee_Crockett@progressive.com](
Cc: [inezeasonz992449266@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 07:18:21 GMT+00:00
Good afternoon,
Please see the attached denial from progressive.
Best,
Princess Robinson
Junior Paralegal/Case Manager
The JR Law Group
2970 C
To: Princess Robinson [intern@thejrlawgroup.com]( RMG Billing [billing@regionalmedicalgroup.com]( Medical Records Onyx [medicalrecords@onyxmri.com](
C
Filevine System · 2026-03-25 2d ago
7 weeksCase Age
4wk / 6wk SLAPhase Duration
$25000Coverage
$6,134Billed
Royel MoonParalegal
2026-02-06Intake Date
Score drivers: 7 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2026-02-25 30d ago
* Update the client via the client portal on case progress.
* Inquire how treatment has been going and escalate if anything notable happens like wanting to stop treatment.
* Stress importance of MRI Evaluation
* Change phase to Treatment (MRI Review) after imaging has been completed.
* Update the Me
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-09 46d ago
Contact Rahsun Robinson with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-09 46d 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
2026-02-09 46d 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
2026-02-09 46d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Rahsun Robinson with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not
OverdueFilevine System → Alexis Gorman
2026-02-07 48d 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
2026-03-25 2d ago
To: Princess Robinson [intern@thejrlawgroup.com]( RMG Billing [billing@regionalmedicalgroup.com]( Medical Records Onyx [medicalrecords@onyxmri.com](
Cc: [lindseyrobertsonmvaz992439577@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 05:39:36 GMT+00:00
Good day, attached.
Sent: Monday, March 23
Note
Filevine System
2026-03-23 4d ago
To: Nicole Capurro-Jackson [njackson@onyxmri.com]( RMG Billing [billing@regionalmedicalgroup.com]( Medical Records Onyx [medicalrecords@onyxmri.com](
Cc: [lindseyrobertsonmvaz992439577@thejrlawgroup.filevineapp.com](
Date: Mon Mar 23 2026 08:58:51 GMT+00:00
Good afternoon,
Just checking in to see
Note
Filevine System
2026-03-17 10d ago
To: Princess Robinson [intern@thejrlawgroup.com]( RMG Billing [billing@regionalmedicalgroup.com]( Medical Records Onyx [medicalrecords@onyxmri.com](
Cc: [lindseyrobertsonmvaz992439577@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 07:59:46 GMT+00:00
Good day, patient just got scanned yesterd
Note
Filevine System
2026-03-17 10d ago
To: Nicole Capurro-Jackson [njackson@onyxmri.com]( RMG Billing [billing@regionalmedicalgroup.com]( Medical Records Onyx [medicalrecords@onyxmri.com](
Cc: [lindseyrobertsonmvaz992439577@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 05:23:25 GMT+00:00
Good afternoon,
Please forward his MRI r
Note
Princess Robinson
2026-03-16 11d ago
went police report to the chiropractor, he has $25k for liability and then the uber insurance has $1M policy limits
liability was accepted
Princess Robinson · 2026-03-23 4d ago
2 weeksCase Age
0wk / 17wk SLAPhase Duration
$1000000Coverage
Royel MoonParalegal
2026-03-12Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-13 14d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2026-03-13 14d ago
Contact Ajohnna Rae Coates with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
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 → Princess Robinson
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 → Princess Robinson
2026-03-13 14d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Ajohnna Rae Coates with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do
OverdueFilevine System → Alexis Gorman
2026-03-13 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
Note
Princess Robinson
2026-03-23 4d ago
liability was accepted
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
Princess Robinson
2026-03-17 10d ago
the lady at the front is not helpful, she said they provide transportation and that they will text her to make sure she is ready, she said she texted her and ajohnna never received a text message then she booked the ride and said she shared it on the lyft app with ajohnna but there is nothing showin
Fax
3096226026
2026-03-17 10d ago
Incoming Fax From (309) 622-6026 Page Count:30
Note
Princess Robinson
2026-03-16 11d ago
apparently they say she missed her appt but she said no one called her and she filled out what they sent her but they are saying she didn't so she's frustrated now
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [bohumilmatysekmvaz992454785@thejrlawgrou
Filevine System · 2026-03-20 7d ago
2 weeksCase Age
1wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-13Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
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 Bohumil Matysek 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 Bohumil Matysek 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
2026-03-14 13d 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
2026-03-20 7d ago
To: HOME CLMS-STATEFARMCLAIMS [statefarmclaims@statefarm.com](
Cc: Office Manager [admin@thejrlawgroup.com]( [bohumilmatysekmvaz992454785@thejrlawgroup.filevineapp.com](
Date: Fri Mar 20 2026 05:14:46 GMT+00:00
ATTN: Tamisha Richardson
Good afternoon,
Please see the attached preservation letter f
Note
Princess Robinson
2026-03-19 8d ago
me and the client spoke GEICO is totaling out his car they offered him $16k for its and he wanted to know if he should sign and give the title to them, I told him if he is ok with the amount of they are offering to total it out then yes he can sign
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
2026-03-19 8d ago
spoke to the adjuster Tamisha there is a coverage issue on the PD side the have to fix two cars and fence so she was advising that our client go through his insurance, told her that his isnruacne is aiready fixing the car now. She said she will reimburse him for the deductible that he has to pay we
Note
Client Portal
2026-03-19 8d ago
Attachment(s) only.
need to request her bills and recs for MRI's need to see if dr Kendall sent her to AIC or Amera, and need to call NASPC for her current balance
Princess Robinson · 2026-03-23 4d ago
4 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$1,499Billed
Royel MoonParalegal
2026-02-23Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-02-23 32d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2026-02-23 32d ago
Contact Keyanne Gooboltd with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2026-02-23 32d 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
2026-02-23 32d 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
2026-02-23 32d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Keyanne Gooboltd 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
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
Note
Princess Robinson
2026-03-23 4d ago
need to request her bills and recs for MRI's need to see if dr Kendall sent her to AIC or Amera, and need to call NASPC for her current balance
Note
Filevine System
2026-03-17 10d ago
To: Kendall Dorion [drkendall@adjustatlanta.com](
Cc: [keyannegoodboltdz992446024@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 05:37:14 GMT+00:00
Good afternoon Dr. Kendall,
Happy Tuesday!
Just wanting to get a treatment update on the above-mentioned client! Has she been referred for MRI’
Note
Filevine System
2026-03-17 10d ago
To: 'Princess Robinson' [intern@thejrlawgroup.com](
Cc: 'keyannegoodboltdz992446024@thejrlawgroup.filevineapp.com' [keyannegoodboltdz992446024@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 05:28:25 GMT+00:00
Hi Princess,
Good afternoon.
This is to acknowledge your request.
Please see atta
Note
Filevine System
2026-03-13 14d ago
To: 'Princess Robinson' [intern@thejrlawgroup.com](
Cc: [keyannegoodboltdz992446024@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 05:57:54 GMT+00:00
Received, thank you!
I will get back to you on Monday or Tuesday for the bills and records.
Thank you,
Sherie Porras
Authorizations Represen
Note
Filevine System
2026-03-13 14d ago
To: Sherie Porras ANALGESIC [sporras@analgesichealthcare.com](
Cc: [keyannegoodboltdz992446024@thejrlawgroup.filevineapp.com](
Date: Fri Mar 13 2026 05:34:08 GMT+00:00
Good afternoon Sherie,
Please see the attached signed LOP and HIPAA authorization and kindly forward her final bills and records.
Fax to General Motors Insurance (877) 856-0191 Page Count:15
Princess Robinson · 2026-03-24 3d ago
5 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$48,402Billed
$23,402 overOver-Policy Exposure
Royel MoonParalegal
2026-02-17Intake Date
Score drivers: Critical Over-policy $23,402 7 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Princess Robinson
2026-03-24 3d ago
username: ajackson69
password: Applesauce6$
OverdueFilevine System → Alexis Gorman
2026-02-18 37d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-02-18 37d ago
Contact Alonzo Jackson with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-02-18 37d 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
2026-02-18 37d 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
2026-02-18 37d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Alonzo Jackson with the Client Portal
* Send Additional Information form
* Ensure that the incident details are complete and give a brief summary of the accident
* This is especially important when we do not
OverdueFilevine System → Alexis Gorman
2026-02-18 37d 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
Fax
Princess Robinson
2026-03-24 3d ago
Fax to General Motors Insurance (877) 856-0191 Page Count:15
Note
Princess Robinson
2026-03-24 3d ago
Verbally from Grady Billing:
ER balance: $110
total: $35,317.57
Ins. Payments: $2,557.34
Adjustments: $32,650.23
Physicians Balance: $0
Total: $1,499
Ins. Payments: $669.55
Adj: $829.45
Note
Princess Robinson
2026-03-24 3d ago
he has Oscar health insurance care source
Task
Princess Robinson
2026-03-24 3d ago
username: ajackson69
password: Applesauce6$
Sms
Princess Robinson
2026-03-23 4d ago
Hi Mr. Jackson! This is our address
2970 Clairmont Rd, Suite 575, Brookhaven,GA 30329
* 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 · 2026-03-18 9d ago
2 weeksCase Age
1wk / 17wk SLAPhase Duration
$1000000Coverage
Royel MoonParalegal
2026-03-12Intake Date
Score drivers: 7 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2026-03-12 15d ago
Contact Xavier Burke with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2026-03-12 15d 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
2026-03-12 15d 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
2026-03-12 15d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Xavier Burke 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
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
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
Note
Princess Robinson
2026-03-18 9d ago
has his first therapy appointment next Thursday and is scheduled with the chiro for today waiting to get the address
Note
Filevine System
2026-03-16 11d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [xavierburkez992454576@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 01:14:24 GMT-05:00
Hello Princess,
Thank you for your referral!
We will let you know when your client, Xavier Burke, is scheduled for his
comprehensive psychologica
Note
Filevine System
2026-03-16 11d ago
To: [referrals@mentalpainandtrauma.com](
Cc: [xavierburkez992454576@thejrlawgroup.filevineapp.com](
Date: Mon Mar 16 2026 03:13:44 GMT+00:00
Good morning,
Please see our client's information below to be set up for treatment on attorney's lien:
Name: Xavier Burke
DOB: 05/31/2003
DOL: 03/12/2026
C:
Note
Princess Robinson
2026-03-13 14d ago
833-801-0263
Demand Received / Follow Up
Filevine System · 2026-03-23 4d ago
31 weeksCase Age
25wk / 6wk SLAPhase Duration
$10,860Billed
$10,860 overOver-Policy Exposure
Royel MoonParalegal
2025-08-22Intake Date
Score drivers: Over-policy $10,860 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Alexis Gorman
2025-09-08 200d ago
Contact Fabian Walrond 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
OverduePrincess Robinson → Cyarra Walters
2025-08-29 210d ago
Good Morning,
See note below from the tretaing office, please review and let us know if we can proceed with the injection,
Patient: FABIAN WALROND
DOB: 11/21/2003
DOL: 08/20/25
Their physician is recommending platelet-rich plasma (PRP) injections. This procedure will further assist in pain r
OverdueFilevine System → Cyarra Walters
2025-08-26 213d ago
Assign Medical Provider
OverdueFilevine System → Cyarra Walters
2025-08-26 213d ago
Follow up on Contracts and Police Report
OverdueFilevine System → Cyarra Walters
2025-08-23 216d ago
Fill out Intake and add client contact info
NoteASSIGNED
Cyarra Walters
2026-01-20 66d ago
Affidavit of non-service.
NoteASSIGNED
Royel Moon
2025-12-22 95d ago
To: afreshvision@yahoo.com [afreshvision@yahoo.com](
Date: Mon Dec 22 2025 12:33:47 GMT-0500 (Eastern Standard Time)
Hello,
Please attempt service to 2115 PIEDMONT RD NE APT 3313, ATLANTA, Fulton County, GA 30324 this is the 3rd location for this defendant and the final attempt we will make in ref
Filevine System → Royel Moon
2026-03-30
Demand Received / Follow Up
Task
Filevine System
2026-03-23 4d ago
Demand Received / Follow Up
Task
Filevine System
2026-03-09 18d ago
Demand Received / Follow Up
Task
Filevine System
2026-02-19 36d ago
Demand Received / Follow Up
Spoke to the client Wifey Ms. Brittany 470-727-7430 // and she will bring him back to treatment.
Cyarra Walters · 2026-03-20 7d ago
24 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-10-07Intake Date
Score drivers: 6 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-20 7d ago
We need all these records and bills ASAP @princessann1
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-02-04 51d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2025-10-22 156d 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
2025-10-15 163d ago
Contact Jevaun White with the client portal to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2026-03-20 7d ago
Spoke to the client Wifey Ms. Brittany 470-727-7430 // and she will bring him back to treatment.
TaskASSIGNED
Cyarra Walters
2026-03-20 7d ago
We need all these records and bills ASAP @princessann1
NoteASSIGNED
Cyarra Walters
2025-12-16 101d ago
Spoke to (Allstate) Nicholas Kinsley 678-742-3940 he said they are getting deny coverage for Alzono, the LIAR who sia he was on the car and wasn't.
Note
Princess Robinson
2026-02-13 42d ago
still don't have these bills just followed up via email AGAIN
Task
Filevine System
2026-02-04 51d 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
2026-02-04 51d 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
liability is still pending at this time
Princess Robinson · 2026-03-27 0d ago
1 weeksCase Age
1wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-18Intake Date
Score drivers: 6 overdue tasks
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-03-23 4d ago
claim has been set up and faxing over the LOR now need to call him and get his injuries
OverdueFilevine System → Alexis Gorman
2026-03-18 9d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Alexis Gorman
2026-03-18 9d ago
Contact Sean Carter with the client portal to update them on the case progress.
OverdueFilevine System → Alexis Gorman
2026-03-18 9d 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
2026-03-18 9d 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
2026-03-18 9d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Sean Carter 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 hav
Note
Princess Robinson
2026-03-27 0d ago
liability is still pending at this time
Note
Princess Robinson
2026-03-24 3d ago
Hello!
Mr. Sean Carter is scheduled for Friday , March 27th @ 2:00pm. Thanks again!
Dr K
Note
Filevine System
2026-03-24 3d ago
To: Kendall Dorion [drkendall@adjustatlanta.com](
Cc: [seancarterz992457024@thejrlawgroup.filevineapp.com]( Case Managers [casemanagers@thejrlawgroup.com](
Date: Tue Mar 24 2026 02:02:04 GMT+00:00
Good morning Dr. Kendall!
Please see our clients information below to be set up for treatment:
Name:
Note
Filevine System
2026-03-24 3d ago
To: [jfgordon@travelers.com](
Cc: [seancarterz992457024@thejrlawgroup.filevineapp.com](
Date: Tue Mar 24 2026 02:01:51 GMT+00:00
Good morning Jamie,
Happy Monday!
Seems like we have been playing a bit of phone tag, but my client's injuries are pain in his lower left leg as of now. Please let me kn
Note
Princess Robinson
2026-03-24 3d ago
sending him to Dr. Kendall at Adjust Atlanta
Note
Princess Robinson
2026-03-23 4d ago
steam coming from under the hood, the car is starting leaking coolant on his way to work, housing has a crack in out and is shooting out coolant,
passenger side front light cracked, left one was loosened and fell out this morning on the street, whole front bumper is off
still don't have the chiro bills and its been too long now since I requested those
Princess Robinson · 2026-02-13 42d ago
24 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
Royel MoonParalegal
2025-10-07Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2026-02-04 51d ago
* Make sure that the insurance company in the insurance tab has the proper address, email, and fax number for Demand Letter Draft
* Make sure the Insurance Adjuster name & email is accurate in the contact card
* Make sure the Insured name is accurate in the contact card
* The insured is usually th
OverdueFilevine System → Princess Robinson
2026-02-04 51d 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 → Princess Robinson
2025-10-22 156d 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
2025-10-15 163d ago
Contact William Bell with the client portal to update them on the case progress.
NoteASSIGNED
Cyarra Walters
2025-12-16 101d ago
Spoke to Nicholas Kinsley 678-742-3940 he said they are getting deny coverage for Alzono, the LIAR who sia he was on the car and wasn't.
Note
Princess Robinson
2026-02-13 42d ago
still don't have the chiro bills and its been too long now since I requested those
Task
Filevine System
2026-02-04 51d 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
2026-02-04 51d 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
2026-02-04 51d 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
Princess Robinson
2025-12-05 112d ago
emailed chiro the hipaa was only seen about 3-4 times
To: [KemberleePierreMVAZ992430386@thejrlawgroup.filevineapp.com](
Date: Mon Feb 16 2026 08:39:59 GMT+00:00
Get Outlook for Mac
Date: Monday, Febr
Hewitt Mesfin · 2026-02-16 39d ago
9 weeksCase Age
8wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-01-18Intake Date
Score drivers: 5 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverduePrincess Robinson → Cyarra Walters
2026-02-09 46d ago
'@cyarra1 are you sable to get in touch with her? Im trying to see if she has UM coverage
OverduePrincess Robinson → Princess Robinson
2026-02-06 49d ago
need to se if she has UM @princessann1
OverdueFilevine System → Alexis Gorman
2026-02-04 51d ago
Contact Kemberlee Pierre with the client portal to update them on the case progress.
OverdueAlexis Gorman → Cyarra Walters
2026-01-28 58d ago
Where are you sending her for treatment ? @cyarra1
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
TaskASSIGNED
Cyarra Walters
2026-02-11 44d ago
Please email: existingclaims@firstacceptance.com; Ask HUGO/Acceptance to do a carrier discovery on the VIN Number belonging to car that Zaccoria was in, ask them for the date of inception of the policy, @princessann1
Task
Hewitt Mesfin
2026-02-16 39d ago
To: [KemberleePierreMVAZ992430386@thejrlawgroup.filevineapp.com](
Date: Mon Feb 16 2026 08:39:59 GMT+00:00
Get Outlook for Mac
Date: Monday, February 16, 2026 at 3:09?PM
To: Case Managers
Subject: Scanned image from BP-70C45
Reply to: scanner@superiords.com
Device Name: Not Set
Device Model:
Task
Princess Robinson
2026-02-09 46d ago
'@cyarra1 are you sable to get in touch with her? Im trying to see if she has UM coverage
Note
Princess Robinson
2026-02-06 49d ago
called twice and seems that the phone is off
Note
Princess Robinson
2026-02-06 49d ago
Good morning Ms. Pierre! This is Princess with The JR Law Group. Would you be available to hop on a call today around 11?
Note
Princess Robinson
2026-02-04 51d ago
denied due to no coverage and inactive policy at the time
Task
Princess Robinson
2026-02-04 51d ago
need to se if she has UM @princessann1
#vinesign-viewed
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D
Vinesign Integration · 2026-03-27 0d ago
0 weeksCase Age
0wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-03-23Intake Date
Score drivers: 4 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
2026-03-24 3d ago
Change phase to "Treatment" once all initial when client has ben scheduled
OverdueFilevine System → Princess Robinson
2026-03-24 3d ago
Contact Praharshakanna Muddana with the client portal to update them on the case progress.
OverdueFilevine System → Princess Robinson
2026-03-24 3d 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
2026-03-24 3d ago
* Assign Case Manager as the Primary
* Send welcome letter to client
* Invite and Contact Praharshakanna Muddana 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
Note
Vinesign Integration
2026-03-27 0d ago
#vinesign-viewed
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Viewed: 2026-03-27 19:19:35
Viewed by: Praharshakanna Muddana (praharshakannamuddana@gmail.com (256) 658-2496)
All signers: Prahars
Note
Vinesign Integration
2026-03-27 0d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-27 18:29:02
Sent to: (256) 658-2496
All signers: Praharshakanna Muddana
Sender: Princess Robinson
Note
Vinesign Integration
2026-03-27 0d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-27 18:29:02
Sent to: praharshakannamuddana@gmail.com
All signers: Praharshakanna Muddana
Sender: Princess Robinson
Note
Vinesign Integration
2026-03-26 1d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-26 18:28:33
Sent to: praharshakannamuddana@gmail.com
All signers: Praharshakanna Muddana
Sender: Princess Robinson
Note
Vinesign Integration
2026-03-26 1d ago
#vinesign-viewed
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Viewed: 2026-03-26 18:28:36
Viewed by: Praharshakanna Muddana (praharshakannamuddana@gmail.com (256) 658-2496)
All signers: Prahars
Note
Vinesign Integration
2026-03-26 1d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-26 18:28:33
Sent to: (256) 658-2496
All signers: Praharshakanna Muddana
Sender: Princess Robinson
Note
Vinesign Integration
2026-03-25 2d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-25 18:28:32
Sent to: praharshakannamuddana@gmail.com
All signers: Praharshakanna Muddana
Sender: Princess Robinson
Note
Vinesign Integration
2026-03-25 2d ago
#vinesign-sent
Name: Medical Authorization to Praharshakanna Muddana
Document URL: https://app.vinesign.com/Jobs/LatestPdf?jobKey=7230BA1A-AB28-485D-B319-9CFE7F9B249B
Sent: 2026-03-25 18:28:32
Sent to: (256) 658-2496
All signers: Praharshakanna Muddana
Sender: Princess Robinson
'@cyarra1 Marcia wants to use her own therapist, she said her therapist does take attorneys liens are we good to go with her or what info do you want
Princess Robinson · 2026-03-19 8d ago
23 weeksCase Age
7wk / 12wk SLAPhase Duration
$75000Coverage
$15,505Billed
Royel MoonParalegal
2025-10-14Intake Date
Score drivers: 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverduePrincess Robinson → Cyarra Walters
2026-01-06 80d ago
Good afternoon, We would like to refer Ms.Richardson out to South Fulton Regenerative Medicine for pain management due to positive mri in her upper back and lower back..Please let me know if you want us to move forward with this referral.
Thank you
Ty
OverdueFilevine System → Princess Robinson
2025-10-21 157d ago
Contact Marcia Richardson with the client portal to update them on the case progress.
Task
Princess Robinson
2026-03-19 8d ago
'@cyarra1 Marcia wants to use her own therapist, she said her therapist does take attorneys liens are we good to go with her or what info do you want me to get from her
Note
Princess Robinson
2026-03-17 10d ago
need to call her
Note
Filevine System
2026-03-17 10d ago
To: Stuart Schlein [schlein1234@gmail.com](
Cc: [marcialeez992349268@thejrlawgroup.filevineapp.com](
Date: Tue Mar 17 2026 05:35:32 GMT+00:00
Good afternoon!
Happy Tuesday!
Just following up on the bills and records for Ms. Richardson!
Best,
Princess Robinson
Junior Paralegal/Case Manager
The JR
Note
Filevine System
2026-03-10 17d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [marcialeez992349268@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 05:57:31 GMT-04:00
Hi Princess,
Got it. We will process this now and send the final records over to you
once they are completed.
Thank you
Willie Brown
On Tue, Mar 10
Note
Filevine System
2026-03-10 17d ago
To: Stuart Schlein [schlein1234@gmail.com](
Cc: [marcialeez992349268@thejrlawgroup.filevineapp.com](
Date: Tue Mar 10 2026 09:02:52 GMT+00:00
Good afternoon,
Please see the attached HIPAA authorization for Marcia Richardson and kindly forward her final bills and records. Thank you
Best,
Princess
Note
Princess Robinson
2026-03-10 17d ago
she is done treating with chiro and with SFRM for pain management, requesting her chiropractic bills and records now, pain management bills and records have been uploaded
Task
Princess Robinson
2026-03-03 24d ago
need to call SFRM and see what her balance is
Note
Princess Robinson
2026-02-24 31d ago
Spoke with the chiro: they referred her to south Fulton regenerative medicine for pain management, first appt was on jan 9th, next one was jan 23rd, should be wrapping up w/chiro very soon, will have one more appt to put her at 18 visits and then she will just continue with SFRM
Good afternoon,
My name is Laura Andersen, working with RC Services LLC, on behalf of Origin Specialty Underwiters who retained us for their client F
Cyarra Walters · 2026-03-03 24d ago
20 weeksCase Age
11wk / 6wk SLAPhase Duration
Royel MoonParalegal
2025-11-06Intake Date
Score drivers: 3 overdue tasks SLA Overdue
RECENT ACTIVITY & TASKS
OverdueASSIGNEDCyarra Walters → Princess Robinson
2026-03-23 4d ago
Good afternoon,
My name is Laura Andersen, working with RC Services LLC, on behalf of Origin Specialty Underwiters who retained us for their client Flippin' Hospitality Group, LLC, in regards to an accident involving your client Carmen Johnson on 6/7/2025 at 8028 Senoia Road Fairburn, GA 30213. We
OverduePrincess Robinson → Cyarra Walters
2026-02-23 32d ago
did you send her out for treatment @cyarra1
OverdueCyarra Walters → Cyarra Walters
2026-01-22 64d ago
Dear Counsel,
Please see the attached response to demand for your review.
IHOP restaurants are independently operated by franchisees of the IHOP’s system. The franchisee who operated this particular restaurant was Fairburn Cakes, LLC, with contact information as follows:
101 Devant Street, Suit
TaskASSIGNED
Cyarra Walters
2026-03-03 24d ago
Good afternoon,
My name is Laura Andersen, working with RC Services LLC, on behalf of Origin Specialty Underwiters who retained us for their client Flippin' Hospitality Group, LLC, in regards to an accident involving your client Carmen Johnson on 6/7/2025 at 8028 Senoia Road Fairburn, GA 30213. We
TaskASSIGNED
Cyarra Walters
2026-01-22 64d ago
Dear Counsel,
Please see the attached response to demand for your review.
IHOP restaurants are independently operated by franchisees of the IHOP’s system. The franchisee who operated this particular restaurant was Fairburn Cakes, LLC, with contact information as follows:
101 Devant Street, Suit
TaskASSIGNED
Cyarra Walters
2026-01-22 64d ago
Kristina Wos
Senior Claims Adjuster
kwos@origin-specialty.com
Origin Specialty Underwriters
1701 Golf Rd. Suite 1001 Tower 3
Rolling Meadows, IL 60008
Direct Dial: 847.278.4653
M&FX# 847.929.9556
Origin_Specialty_Turquoise (croped)
Please send all new submissions, loss runs requests & subjectivities
TaskASSIGNED
Cyarra Walters
2026-01-15 71d ago
Please send his LOR out certified, and emailed @princessann1
NoteASSIGNED
Cyarra Walters
2026-01-14 72d ago
Address to the ihop: 8028 Senoia Road Suite 400, Fairburn, GA 30213
Task
Princess Robinson
2026-02-23 32d ago
did you send her out for treatment @cyarra1
Note
Princess Robinson
2026-02-04 51d ago
need to see if she been sent for treatment
Note
Princess Robinson
2026-02-03 52d ago
Dear Existing and General Inquiries
***EXISTING**
Carmen Johnson called in to speak with someone regarding the death of her 22 week old grandson while at the hospital.
Email: carmenj778@gmail.com
Please could you call back on 678-851-6402.
Moneypenny
Date: 2/3/2026
Time: 10:17 EST
Caller Number
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [keddrickraglandmvaz992451691@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 01:41:27 GMT
Filevine System · 2026-03-25 2d ago
3 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
Royel MoonParalegal
2026-03-06Intake Date
Score drivers: 3 overdue tasks
RECENT ACTIVITY & TASKS
OverdueFilevine System → Princess Robinson
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
OverdueCyarra Walters → Cyarra Walters
2026-03-25 2d ago
Just set him up for treatment.
OverdueFilevine System → Alexis Gorman
2026-03-07 20d ago
* Fill out Intake and add client contact info
* Consult with Office Manager (@cyarra) on if we'll take the case
* Pull Police Report
* Send Med Auth & Contingency Agreement
* Follow Up on Contracts & Police Report
TaskASSIGNED
Cyarra Walters
2026-03-17 10d ago
Just set him up for treatment.
NoteASSIGNED
Cyarra Walters
2026-03-17 10d ago
Need collision assignment for the collision assignment
Note
Filevine System
2026-03-25 2d ago
To: Princess Robinson [intern@thejrlawgroup.com](
Cc: [keddrickraglandmvaz992451691@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 01:41:27 GMT+00:00
Thank you for the update.
Mr. Ragland has been scheduled for an initial evaluation on 4/1 @ 11:30AM
Case Manager
Atlanta Regenerative Health
Note
Filevine System
2026-03-25 2d ago
To: Referrals ARH [referrals@atlantaregenhealth.com](
Cc: [keddrickraglandmvaz992451691@thejrlawgroup.filevineapp.com](
Date: Wed Mar 25 2026 01:27:05 GMT+00:00
Thank you for the update!
Please direct all updates to my email I am his case manager.
Kind regards,
Princess Robinson
Junior Paralegal/C
Note
Princess Robinson
2026-03-25 2d ago
Patient: KEDDRICK D. RAGLAND
DOB: 12/17/1980
DOL: 03/05/2026
We received a referral for your client.
Their physician is recommending platelet-rich plasma (PRP) injections. This procedure will further assist in pain relief and healing. It uses highly concentrated healing agents to repair & resto
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
Princess Robinson
2026-03-23 4d ago
will check in on him next week about treatment
Note
Princess Robinson
2026-03-13 14d ago
march 11 2026 was when liability was accepted limits are $50k
Peachstate Medicaid //
She did NOT refill any of the prescriptions for Gabbipetin, and percocets
Cyarra Walters · 2026-03-12 15d ago
4 weeksCase Age
4wk / 6wk SLAPhase Duration
Royel MoonParalegal
2026-02-24Intake Date
Score drivers: 1 overdue tasks
RECENT ACTIVITY & TASKS
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
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
Peachstate Medicaid //
She did NOT refill any of the prescriptions for Gabbipetin, and percocets
NoteASSIGNED
Cyarra Walters
2026-03-12 15d ago
She had her follow up appointment. and it should heal within 1-2 years. They shouldve taken part of the wisdom tooth out, so it wont mess th nerve up.
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
$125K Cost estimates //
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Gary Bouloux is doing the 3 surgeries on March 3rd, 2026
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Injury is the Left IAN Injury
NoteASSIGNED
Cyarra Walters
2026-02-24 31d ago
Case Details:
First appointment, was wednesday, August the 20th. they did the X-rays in house The procedure nearly cost $4K and she paid $300 out-of-pocket. but has not seen the anestheologist bill. It was a Friday so she could heal over the weekend. The specialist at Emory Midtown, and she went t
◆
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 — 67 Flagged Cases
78.8% of bookFilter by root cause category to focus your cleanup efforts.
All (67)
Bills (6)
Coverage (7)
Records (39)
Treatment (12)
| Case | Phase | Root Cause | Health | Weeks | Action |
|---|---|---|---|---|---|
| Ahmid Douglas MVA 2 ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Records Request Date | Healthy | 9w | Enter records date in Filevine |
| Ajohnna Coates HIT & RUN ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 6w | Enter records date in Filevine |
| Ajohnna Coates MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Healthy | 0w | Update bill amount in Filevine |
| Al-Malik Haakim Freeman ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Coverage (1P/3P) | Data Issue | 11w | Add 1P/3P coverage |
| Alonzo Jackson ↗ IntakeMedicalActivityDocs |
Treatment Complete | Data Gap | Critical | 3w | Review and update case in Filevine |
| Amantul Muhammad "Dunna" MVA ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Records Request Date | High Risk | 1w | Enter records date in Filevine |
| Amari Hacker MVA 2 ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 35w | Enter records date in Filevine |
| Anastasia Southwick ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 8w | Enter records date in Filevine |
| Angela Scott MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 18w | Enter records date in Filevine |
| Antonio Hinds MVA 2 ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Critical | 3w | Enter records date in Filevine |
| Ashley Jones MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 6w | Enter records date in Filevine |
| Asia Palmer MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Bohumil "BOB" Matysek MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | Data Issue | 1w | Enter treatment start date |
| Brandi Tate MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | High Risk | 3w | Enter treatment start date |
| Cedarius Smith MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 10w | Enter records date in Filevine |
| Chantrece Buggs MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 8w | Enter records date in Filevine |
| Connie Lavender ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Records Request Date | Healthy | 4w | Enter records date in Filevine |
| Desrica Taylor MVA ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Records Request Date | Healthy | 9w | Enter records date in Filevine |
| Fabian Walrond MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Coverage (1P/3P) | Data Issue | 25w | Add 1P/3P coverage |
| Frank Henderson MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 8w | Enter records date in Filevine |
| George Dozier III ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 28w | Enter records date in Filevine |
| I'Travian Browner ↗ IntakeMedicalActivityDocs |
Write Demand | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Inez Eason ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Data Issue | 3w | Update bill amount in Filevine |
| James Pippins MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Critical | 6w | Enter records date in Filevine |
| Jasmine Allen ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Jasmine Stafford ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Coverage (1P/3P) | Data Issue | 3w | Add 1P/3P coverage |
| Jerry McKinney II ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Coverage (1P/3P) | Data Issue | 8w | Add 1P/3P coverage |
| Jessica P. Milner MVA ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Coverage (1P/3P) | Data Issue | 8w | Add 1P/3P coverage |
| Jevaun White ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Jillian Cauvin MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Critical | 3w | Enter records date in Filevine |
| K'Rihonna Cunningham ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Treatment Start | High Risk | 0w | Enter treatment start date |
| Keddrick Ragland MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Keddrick Ragland MVA 2 ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Healthy | 0w | Update bill amount in Filevine |
| Kelli Hayes MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Data Gap | Critical | 8w | Review and update case in Filevine |
| Kennedy Cohen MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 1w | Enter records date in Filevine |
| Keyanne Goodboltd ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Kimberly Hamlin MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Healthy | 0w | Enter records date in Filevine |
| Landon Oliver MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 3w | Enter records date in Filevine |
| Lari Joseph MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 8w | Enter records date in Filevine |
| Latrita Foster MVA ↗ IntakeMedicalActivityDocs |
Litigation | Data Gap | High Risk | 8w | Review and update case in Filevine |
| Leandrea Pierre-Louis MVA 2 ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Linnetta Cornwell MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Marcia Richardson ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | Healthy | 7w | Enter records date in Filevine |
| Pak Young Washington MVA ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Records Request Date | High Risk | 7w | Enter records date in Filevine |
| Praharshakanna Muddana ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 0w | Enter treatment start date |
| Rahsun Robinson MVA ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | High Risk | 4w | Enter records date in Filevine |
| Raymond Ryan AIRPORT ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Coverage (1P/3P) | Data Issue | 0w | Add 1P/3P coverage |
| Regina Arvin DENTAL MALPRACTICE ↗ IntakeMedicalActivityDocs |
Lead (Intake) | Missing: Bills | Data Issue | 4w | Update bill amount in Filevine |
| Robin James MVA 2 ↗ IntakeMedicalActivityDocs |
Litigation | Missing: Treatment Start | Healthy | 12w | Enter treatment start date |
| Saiydah Banks / Knox Fenty / Jaxon Banks MVA ↗ IntakeMedicalActivityDocs |
Pre-Lit | Missing: Records Request Date | High Risk | 7w | Enter records date in Filevine |
| Sean Carter ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Bills | Data Issue | 1w | Update bill amount in Filevine |
| Shanna Morales ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Coverage (1P/3P) | Data Issue | 8w | Add 1P/3P coverage |
| Shannon Webb ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | High Risk | 0w | Enter records date in Filevine |
| Shantae Stephens ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Records Request Date | Critical | 0w | Enter records date in Filevine |
| Stephanie Lundy MVA ↗ IntakeMedicalActivityDocs |
Treatment (Injections / PM) | Missing: Records Request Date | Healthy | 10w | Enter records date in Filevine |
| Tamisha Dennis ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Records Request Date | High Risk | 6w | Enter records date in Filevine |
| Tarnesha Brantley LYFT ↗ IntakeMedicalActivityDocs |
Treatment (MRI Review) | Missing: Records Request Date | Healthy | 2w | Enter records date in Filevine |
| Thalia Castillo ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Treatment Start | High Risk | 2w | Enter treatment start date |
| Tiana Batts MVA ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Records Request Date | Stale | 10w | Enter records date in Filevine |
| Travis Gambardella MVA 2 ↗ IntakeMedicalActivityDocs |
Liability Negotiation | Missing: Treatment Start | High Risk | 27w | Enter treatment start date |
| Trinity Collette MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 3w | Enter records date in Filevine |
| Urolita "Tita" Walker MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | High Risk | 2w | Enter records date in Filevine |
| Viridiana Manzano MVA ↗ IntakeMedicalActivityDocs |
Demand Drafted | Missing: Records Request Date | Healthy | 8w | Enter records date in Filevine |
| William Bell ↗ IntakeMedicalActivityDocs |
Treatment Complete | Missing: Treatment Start | High Risk | 7w | Enter treatment start date |
| Xavier Burke ↗ IntakeMedicalActivityDocs |
Treatment (Evaluations) | Missing: Bills | Healthy | 1w | Update bill amount in Filevine |
| Kemberlee Pierre MVA ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 8w | Enter treatment start date |
| Carmen Johnson IHOP ↗ IntakeMedicalActivityDocs |
Retained (Documents Signed) | Missing: Treatment Start | Data Issue | 11w | 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 — 11 Cases
Cases flagged Critical in Filevine — high risk of stalling or losing value. Click to expand details.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-28
34 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$62,009Billed
$12,009 overOver-Policy
Royel MoonParalegal
2025-07-28Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $12,009 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
2025-06-30
37 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$55,562Billed
$5,562 overOver-Policy
Royel MoonParalegal
2025-07-11Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 6wk Over-policy $5,562 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-12
6 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$75,171Billed
$50,171 overOver-Policy
Royel MoonParalegal
2026-02-09Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $50,171 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
2025-11-29
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$38,461Billed
$13,461 overOver-Policy
Royel MoonParalegal
2025-11-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $13,461 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-18
31 weeksCase Age
3wk / 12wk SLAPhase Duration
$30000Coverage
$72,841Billed
$42,841 overOver-Policy
Royel MoonParalegal
2025-08-19Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $42,841 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
2025-12-12
5 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$48,402Billed
$23,402 overOver-Policy
Royel MoonParalegal
2026-02-17Intake Date
FAKE PROGRESS
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: Critical Over-policy $23,402 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
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-02-09
58 weeksCase Age
32wk / 6wk SLAPhase Duration
$25000Coverage
$29,857Billed
$4,857 overOver-Policy
Royel MoonParalegal
2025-02-09Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $4,857 No touch 98d
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-18
48 weeksCase Age
24wk / 12wk SLAPhase Duration
$50000Coverage
$65,082Billed
$15,082 overOver-Policy
Royel MoonParalegal
2025-04-22Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $15,082
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-02
42 weeksCase Age
7wk / 6wk SLAPhase Duration
$16000Coverage
$18,606Billed
$2,606 overOver-Policy
Royel MoonParalegal
2025-06-02Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $2,606
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-06-20
39 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$30,454Billed
$5,454 overOver-Policy
Royel MoonParalegal
2025-06-23Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $5,454
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-24
34 weeksCase Age
0wk / 12wk SLAPhase Duration
$50000Coverage
$58,248Billed
$8,248 overOver-Policy
Royel MoonParalegal
2025-07-28Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $8,248
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
$
Over-Policy Exposure — 21 Cases ($341,854)
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.
73
Bills on File
12
$0 / Missing
92.3%
Revenue Score
21
Over-Policy
$0
Cases Missing Bills — 12
These cases have $0 billed. Request billing statements from providers and update Filevine.
| Case | Phase | Weeks | Billed | Action |
|---|---|---|---|---|
| Ajohnna Coates MVA 2 ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 0w | $0 | Request bills from provider |
| Bohumil "BOB" Matysek MVA ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 1w | $0 | Request bills from provider |
| Inez Eason ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 3w | $0 | Request bills from provider |
| Jevaun White ↗ MedicalExpensesDocsEmail |
Treatment Complete | 7w | $0 | Request bills from provider |
| Keddrick Ragland MVA 2 ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 0w | $0 | Request bills from provider |
| Praharshakanna Muddana ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 0w | $0 | Request bills from provider |
| Regina Arvin DENTAL MALPRACTICE ↗ MedicalExpensesDocsEmail |
Lead (Intake) | 4w | $0 | Request bills from provider |
| Sean Carter ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 1w | $0 | Request bills from provider |
| William Bell ↗ MedicalExpensesDocsEmail |
Treatment Complete | 7w | $0 | Request bills from provider |
| Xavier Burke ↗ MedicalExpensesDocsEmail |
Treatment (Evaluations) | 1w | $0 | Request bills from provider |
| Kemberlee Pierre MVA ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 8w | $0 | Request bills from provider |
| Carmen Johnson IHOP ↗ MedicalExpensesDocsEmail |
Retained (Documents Signed) | 11w | $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: Demand Drafted
— 100% of cases overdue (20/20). Avg 7.2wk in phase vs 90d SLA.
Bottleneck: Liability Negotiation
— 100% of cases overdue (7/7). Avg 8.6wk in phase vs 45d SLA.
Bottleneck: Litigation
— 100% of cases overdue (5/5). Avg 12.4wk in phase vs 120d SLA.
Bottleneck: Treatment Complete
— 80% of cases overdue (4/5). Avg 3.6wk in phase vs 45d SLA.
Bottleneck: Treatment (Injections / PM)
— 80% of cases overdue (4/5). Avg 3.8wk in phase vs 120d SLA.
Bottleneck: Retained (Documents Signed)
— 50% of cases overdue (2/4). Avg 5.0wk 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
Demand Drafted20 cases (24%)
90d SLA
Avg 7.2wk
20 overdue
Treatment (Evaluations)13 cases (15%)
120d SLA
Avg 5.3wk
5 overdue
Settlement10 cases (12%)
45d SLA
Avg 5.1wk
0 overdue
Liability Negotiation7 cases (8%)
45d SLA
Avg 8.6wk
7 overdue
Settlement Disbursement7 cases (8%)
45d SLA
Avg 6.4wk
0 overdue
Litigation5 cases (6%)
120d SLA
Avg 12.4wk
5 overdue
Treatment Complete5 cases (6%)
45d SLA
Avg 3.6wk
4 overdue
Treatment (Injections / PM)5 cases (6%)
120d SLA
Avg 3.8wk
4 overdue
Treatment (MRI Review)5 cases (6%)
120d SLA
Avg 5.0wk
2 overdue
Retained (Documents Signed)4 cases (5%)
45d SLA
Avg 5.0wk
2 overdue
Pre-Lit2 cases (2%)
90d SLA
Avg 8.5wk
2 overdue
Write Demand1 cases (1%)
45d SLA
Avg 0.0wk
1 overdue
Lead (Intake)1 cases (1%)
45d SLA
Avg 4.0wk
0 overdue
◆
Cases that need escalation beyond standard CM workflow. Attorney review for high-risk or SLA-overdue cases. Ops cleanup for data and coverage issues.
ATTORNEY
Needs Attorney Review — 34 Cases
Critical health, high risk, or SLA overdue cases requiring attorney attention. Click to expand.
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-07-28
34 weeksCase Age
8wk / 12wk SLAPhase Duration
$50000Coverage
$62,009Billed
$12,009 overOver-Policy
Royel MoonParalegal
2025-07-28Intake Date
FAKE PROGRESS
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 8wk Over-policy $12,009 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
2025-06-30
37 weeksCase Age
6wk / 12wk SLAPhase Duration
$50000Coverage
$55,562Billed
$5,562 overOver-Policy
Royel MoonParalegal
2025-07-11Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 6wk Over-policy $5,562 Fake Progress
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-12
6 weeksCase Age
0wk / 6wk SLAPhase Duration
$25000Coverage
$75,171Billed
$50,171 overOver-Policy
Royel MoonParalegal
2026-02-09Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 0wk Over-policy $50,171 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
2025-11-29
16 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$38,461Billed
$13,461 overOver-Policy
Royel MoonParalegal
2025-11-30Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $13,461 Fake Progress
To-Do Items
To-Do
Demand Drafted
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-18
31 weeksCase Age
3wk / 12wk SLAPhase Duration
$30000Coverage
$72,841Billed
$42,841 overOver-Policy
Royel MoonParalegal
2025-08-19Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical SLA 3wk Over-policy $42,841 Fake Progress
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2024-10-28
68 weeksCase Age
27wk / 6wk SLAPhase Duration
$20000Coverage
$1,545Billed
Royel MoonParalegal
2024-12-03Intake Date
FAKE PROGRESS 🟥 Missing: Treatment Start
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 27wk Fake Progress No touch 21d
To-Do Items
To-Do
Liability Negotiation
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-12-12
5 weeksCase Age
3wk / 6wk SLAPhase Duration
$25000Coverage
$48,402Billed
$23,402 overOver-Policy
Royel MoonParalegal
2026-02-17Intake Date
FAKE PROGRESS
🔴 FOLLOW UP: BILLS + RECORDS OVERDUE
Score drivers: Critical Over-policy $23,402 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
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-11
47 weeksCase Age
35wk / 6wk SLAPhase Duration
$25000Coverage
$10,555Billed
Royel MoonParalegal
2025-04-28Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 35wk 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
2025-02-09
58 weeksCase Age
32wk / 6wk SLAPhase Duration
$25000Coverage
$29,857Billed
$4,857 overOver-Policy
Royel MoonParalegal
2025-02-09Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $4,857 No touch 98d
To-Do Items
To-Do
Settlement Disbursement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-01-31
59 weeksCase Age
10wk / 6wk SLAPhase Duration
$25000Coverage
$10,049Billed
Royel MoonParalegal
2025-02-02Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk Stale SLA 10wk No touch 70d
To-Do Items
To-Do
Pre-Lit
⚪ 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
2025-03-17
53 weeksCase Age
8wk / 17wk SLAPhase Duration
$100000Coverage
$71,675Billed
Royel MoonParalegal
2025-03-18Intake Date
FAKE PROGRESS 🟥 Missing: Records Request Date
⚪ ACTION: REQUEST BILLS
Score drivers: High Risk SLA 8wk Fake Progress No touch 35d
To-Do Items
To-Do
Demand Drafted
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-04-18
48 weeksCase Age
24wk / 12wk SLAPhase Duration
$50000Coverage
$65,082Billed
$15,082 overOver-Policy
Royel MoonParalegal
2025-04-22Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Critical Over-policy $15,082
To-Do Items
To-Do
Settlement
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
OPS
Needs Ops Cleanup — 17 Cases
Missing coverage, data mismatches, or admin issues needing operations support.
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-08-20
31 weeksCase Age
25wk / 6wk SLAPhase Duration
$10,860Billed
$10,860 overOver-Policy
Royel MoonParalegal
2025-08-22Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 25wk Over-policy $10,860 Fake Progress
To-Do Items
To-Do
Litigation
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 TREATMENT COMPLETE — ENTER START/END DATES, 🟠 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
2025-10-06
23 weeksCase Age
11wk / 6wk SLAPhase Duration
$17,923Billed
$17,923 overOver-Policy
Royel MoonParalegal
2025-10-13Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 11wk Over-policy $17,923 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
2025-12-16
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,665Billed
$3,665 overOver-Policy
Royel MoonParalegal
2025-12-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $3,665 Fake Progress No touch 21d
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
2025-09-02
29 weeksCase Age
8wk / 6wk SLAPhase Duration
$28,465Billed
$28,465 overOver-Policy
Royel MoonParalegal
2025-09-02Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $28,465 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
2025-12-16
14 weeksCase Age
8wk / 6wk SLAPhase Duration
$3,953Billed
$3,953 overOver-Policy
Royel MoonParalegal
2025-12-17Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 8wk Over-policy $3,953 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), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-06-01
41 weeksCase Age
0wk / 6wk SLAPhase Duration
$52,295Billed
$52,295 overOver-Policy
Royel MoonParalegal
2025-06-10Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 0wk Over-policy $52,295 Fake Progress
To-Do Items
To-Do
Treatment (Injections / PM)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
Date of Loss
2025-12-18
14 weeksCase Age
3wk / 6wk SLAPhase Duration
$16,569Billed
$16,569 overOver-Policy
Royel MoonParalegal
2025-12-18Intake Date
FAKE PROGRESS 🟥 Missing: Coverage (1P/3P)
⚪ ACTION: REQUEST BILLS
Score drivers: SLA 3wk Over-policy $16,569 Fake Progress
To-Do Items
To-Do
Treatment (MRI Review)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES), ⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE
Date of Loss
2025-09-03
29 weeksCase Age
0wk / 6wk SLAPhase Duration
$11,308Billed
$11,308 overOver-Policy
Royel MoonParalegal
2025-09-04Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Over-policy $11,308
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)
Date of Loss
2025-02-12
58 weeksCase Age
3wk / 6wk SLAPhase Duration
$6,452Billed
$6,452 overOver-Policy
Royel MoonParalegal
2025-02-13Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Over-policy $6,452
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)
Date of Loss
2024-12-02
60 weeksCase Age
7wk / 6wk SLAPhase Duration
$3,225Billed
$6,670 overOver-Policy
Royel MoonParalegal
2025-01-27Intake Date
⚪ ACTION: REQUEST BILLS
Score drivers: Over-policy $6,670
To-Do Items
To-Do
Settlement Disbursement
⚪ NO BILL AMOUNT — REQUEST BILLING UPDATE & UPDATE FILEVINE, 🟠 DATES NOT ENTERED — BILLS + RECORDS UPLOADED (UPDATE RECEIVED DATES)
PRIORITY ACTIONS — Princess Robinson
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: 10 cases in window — push for quick resolution on sub-$25K cases
Source: JR Directive
Due: Ongoing
MANDATE
90-Day Quick Turn: 9 cases in 46-90d range — target $50-100K cases for accelerated settlement
Source: JR Directive
Due: Ongoing
MANDATE
11 Critical cases require immediate escalation and status update
Source: Operations
Due: This week
MANDATE
52 cases SLA overdue (29.6% Time score) — review and escalate or update phase dates
Source: Operations
Due: This week
ASSIGNED (3)
ASSIGNED
Resolve 67 fake progress flags (79% of book) — enter missing data in Filevine
Source: Operations
Due: Ongoing
ASSIGNED
Request bills on 12 cases missing billing — Revenue pillar at 92.3%
Source: Revenue Target
Due: Ongoing
ASSIGNED
Reduction rate at 1.4% (target 70%) — follow up on outstanding reduction requests
Source: Operations
Due: Ongoing
FOLLOW-UPS (2)
FOLLOW-UP
21 cases over policy ($341,854 exposure) — initiate reduction negotiations
Source: Operations
Due: Ongoing
FOLLOW-UP
13 cases over 1 year old — review for settlement readiness or disposition
Source: Operations
Due: Monthly review
CASE LIFECYCLE PLAYBOOK
Every case follows the same lifecycle. The only variable is time — determined by the at-fault party's policy limits. Click decision nodes for troubleshooting.
Case Lifecycle — From Intake to Resolution
Every case follows the same lifecycle. The only thing that changes is how many days you have based on policy limits. Click any orange decision node to see what to do when you hit a roadblock.
$25K Min Policy
45 days — full resolution
45 days — full resolution
~$50K Mid Policy
90 days — full resolution
90 days — full resolution
$100K+ High Policy
120 days — full resolution
120 days — full resolution
CLIENT RETAINED — Day 0
▼
PHASE 1 — INTAKE & ONBOARDING
$25K: Days 1–3
$50K: Days 1–5
$100K+: Days 1–7
Intake & Onboarding
✓ Welcome call / intro to process
✓ Confirm accident details, injuries, insurance info
✓ Upload signed docs to Filevine
✓ Send medical authorization forms
✓ Send LOR (Letter of Representation) to insurance carrier
✓ Confirm accident details, injuries, insurance info
✓ Upload signed docs to Filevine
✓ Send medical authorization forms
✓ Send LOR (Letter of Representation) to insurance carrier
▼
Did the insurance carrier acknowledge the LOR?
Click to expand
✓ YES — Acknowledged
Confirm claim number, get adjuster name/phone/email. Log in Filevine. Proceed to treatment setup.
✗ NO — No Response
Day 5: Re-send LOR via fax and certified mail
Day 10: Call carrier claims dept directly
Day 15: If still no response → ESCALATE to Supervisor
Possible causes: Wrong carrier, policy lapsed, claim not filed by insured
Fix: Pull police report to verify carrier info. Check client UM/UIM coverage as fallback.
Day 10: Call carrier claims dept directly
Day 15: If still no response → ESCALATE to Supervisor
Possible causes: Wrong carrier, policy lapsed, claim not filed by insured
Fix: Pull police report to verify carrier info. Check client UM/UIM coverage as fallback.
▼
PHASE 2 — FILE CLAIM & SECURE ADJUSTER
$25K: Days 3–7
$50K: Days 3–10
$100K+: Days 3–14
File Claim & Get Adjuster
✓ File claim with at-fault carrier (or client UM if needed)
✓ Obtain claim number and adjuster assignment
✓ Confirm liability position with adjuster
✓ Document everything in Filevine
✓ Obtain claim number and adjuster assignment
✓ Confirm liability position with adjuster
✓ Document everything in Filevine
▼
Is there an assigned adjuster responding to you?
Click to expand
✓ YES — Adjuster Responsive
Confirm liability position. Set follow-up reminders every 14 days. Proceed to treatment.
✗ NO — Adjuster Unresponsive
Step 1: Call claims dept — request supervisor or reassignment
Step 2: Send written follow-up (email + fax) — document all attempts
Step 3: After 3 failed attempts across 2 weeks → Formal Demand for Response
Step 4: If still ghosting → File DOI complaint
Nuclear option: Bad faith letter to carrier + alert attorney
Step 2: Send written follow-up (email + fax) — document all attempts
Step 3: After 3 failed attempts across 2 weeks → Formal Demand for Response
Step 4: If still ghosting → File DOI complaint
Nuclear option: Bad faith letter to carrier + alert attorney
▼
PHASE 3 — ACTIVE TREATMENT
$25K: Days 7–30 (short course — must wrap fast)
$50K: Days 10–60
$100K+: Days 14–90
Treatment Setup & Monitoring
✓ Schedule initial eval with approved providers
✓ Confirm client has transportation / can make appointments
✓ Set treatment plan expectations with client
✓ Bi-weekly check-in calls on treatment progress
✓ Confirm treatment plan with providers — how many visits remaining?
✓ Request records from pre-existing providers (ER, urgent care, PCP)
✓ Confirm client has transportation / can make appointments
✓ Set treatment plan expectations with client
✓ Bi-weekly check-in calls on treatment progress
✓ Confirm treatment plan with providers — how many visits remaining?
✓ Request records from pre-existing providers (ER, urgent care, PCP)
▼
Is the client attending their appointments?
Click to expand
✓ YES — Attending
Keep monitoring. Set bi-weekly check-in calls. Update treatment status in Filevine.
✗ NO — Missed Appointments / Gap
Immediate: Call client — find out why. Document the conversation.
Common reasons: Transportation, work schedule, fear, feeling better
If transportation: Help arrange rides, find closer provider
If "feeling better": Educate — gap in treatment = ammo for adjuster to lowball
If no response: 3-attempt rule (call, text, letter). After 3 fails → Escalate to attorney
Critical: ANY gap >14 days must be documented with explanation
Common reasons: Transportation, work schedule, fear, feeling better
If transportation: Help arrange rides, find closer provider
If "feeling better": Educate — gap in treatment = ammo for adjuster to lowball
If no response: 3-attempt rule (call, text, letter). After 3 fails → Escalate to attorney
Critical: ANY gap >14 days must be documented with explanation
▼
Is treatment progressing on schedule for this policy tier?
Click to expand
✓ YES — On Track
Continue monitoring. Start estimating completion date. Begin pre-demand checklist review.
✗ NO — Treatment Stalled
Client stopped going: Re-engage immediately (call → text → letter)
Provider recommends more treatment: Document necessity. If this pushes past tier deadline → Flag for CM Lead
Client needs specialist: Coordinate referral. No gap >14 days.
Client relocated: Find new providers. Transfer records. Flag CM Lead — timeline reset
$25K cases: Extended treatment may mean case exceeds min policy. Re-evaluate tier.
Provider recommends more treatment: Document necessity. If this pushes past tier deadline → Flag for CM Lead
Client needs specialist: Coordinate referral. No gap >14 days.
Client relocated: Find new providers. Transfer records. Flag CM Lead — timeline reset
$25K cases: Extended treatment may mean case exceeds min policy. Re-evaluate tier.
▼
PHASE 4 — RECORDS & BILLS COLLECTION
$25K: Days 14–35 (parallel with treatment)
$50K: Days 30–70
$100K+: Days 30–100
Collect All Records & Bills
✓ Send records requests to ALL providers (start during treatment, not after)
✓ Request ER records, radiology, PCP, specialists
✓ Track which providers have responded — create a checklist
✓ For completed providers: bills should be in-hand or requested
✓ Verify amounts billed match treatment documented
✓ Identify lien holders (health insurance, Medicare/Medicaid, hospital liens)
✓ Request ER records, radiology, PCP, specialists
✓ Track which providers have responded — create a checklist
✓ For completed providers: bills should be in-hand or requested
✓ Verify amounts billed match treatment documented
✓ Identify lien holders (health insurance, Medicare/Medicaid, hospital liens)
▼
Are providers responding to records/bills requests?
Click to expand
✓ YES — Records Coming In
Upload to Filevine as received. Cross-check against provider list. Flag any discrepancies.
✗ NO — Provider Not Responding
+7 days: Second request — call billing/records dept directly
+14 days: HIPAA-compliant written request with deadline
+21 days: Contact office manager. Threaten HIPAA complaint in writing.
Provider closed: Check state medical board for successor or custodian
After 3 fails: Attorney letter or subpoena
Won't send bills: Ask for billing summary/superbill. Contact billing dept separately.
+14 days: HIPAA-compliant written request with deadline
+21 days: Contact office manager. Threaten HIPAA complaint in writing.
Provider closed: Check state medical board for successor or custodian
After 3 fails: Attorney letter or subpoena
Won't send bills: Ask for billing summary/superbill. Contact billing dept separately.
▼
Are ALL bills and records accounted for?
Click to expand
✓ YES — All Collected
Organize demand package. Calculate total meds/specials. Move to demand preparation.
✗ NO — Still Missing Items
Close to deadline: Send demand with what you have + reservation of rights. Don't let perfect be the enemy of done.
Hospital lien: Request payoff amount in writing. Note it and proceed.
After 3 fails per provider: Attorney letter or subpoena
Hospital lien: Request payoff amount in writing. Note it and proceed.
After 3 fails per provider: Attorney letter or subpoena
▼
PHASE 5 — DEMAND PREPARATION & SUBMISSION
$25K: Days 30–40 (demand policy limits — no negotiation)
$50K: Days 65–80
$100K+: Days 90–110
Prepare & Send Demand
✓ Compile demand package: all bills, records, treatment summary
✓ Calculate total medical specials
✓ Include lost wages and property damage docs if applicable
✓ Quality check: does the story make sense? Any gaps?
✓ $25K cases: Demand policy limits. Prove claim exceeds $25K. No negotiation needed.
✓ Update Filevine phase: Write Demand → Demand Drafted → Demand Sent
✓ Calculate total medical specials
✓ Include lost wages and property damage docs if applicable
✓ Quality check: does the story make sense? Any gaps?
✓ $25K cases: Demand policy limits. Prove claim exceeds $25K. No negotiation needed.
✓ Update Filevine phase: Write Demand → Demand Drafted → Demand Sent
▼
Is the demand ready to send on time for this policy tier?
Click to expand
✓ YES — Demand Sent
Set calendar reminder for 7–10 day follow-up after adjuster receives demand. Proceed to negotiation.
✗ NO — Demand Delayed
Missing bills/records: Send with what you have + reservation of rights
Treatment ongoing: Get FIRM end date. No end in sight → Attorney review
Demand not drafted: IMMEDIATE ESCALATION to CM Lead — #1 reason cases miss their window
Waiting on client info: Set 48-hour deadline. Send without if needed.
Treatment ongoing: Get FIRM end date. No end in sight → Attorney review
Demand not drafted: IMMEDIATE ESCALATION to CM Lead — #1 reason cases miss their window
Waiting on client info: Set 48-hour deadline. Send without if needed.
▼
PHASE 6 — NEGOTIATION & RESOLUTION
$25K: Days 35–45 (carrier pays limits or escalate)
$50K: Days 75–90
$100K+: Days 100–120
Track Response & Negotiate
✓ Follow up with adjuster 7–10 days after demand receipt
✓ Document response and any counter-offers
✓ Keep client informed of all developments
✓ $25K: Carrier should tender limits. If not, escalate fast.
✓ $50K–$100K+: Prepare settlement evaluation for attorney. Negotiate within authority.
✓ Document response and any counter-offers
✓ Keep client informed of all developments
✓ $25K: Carrier should tender limits. If not, escalate fast.
✓ $50K–$100K+: Prepare settlement evaluation for attorney. Negotiate within authority.
▼
Did the adjuster respond to the demand?
Click to expand
✓ YES — Got a Response
Reasonable counter: Present to attorney. Negotiate within authority.
Lowball offer: Document why inadequate. Counter with evidence. Alert attorney.
Denial: Immediate attorney review — litigation referral
$25K policy limits tendered: Accept. Move to settlement immediately.
Lowball offer: Document why inadequate. Counter with evidence. Alert attorney.
Denial: Immediate attorney review — litigation referral
$25K policy limits tendered: Accept. Move to settlement immediately.
✗ NO — No Response
Day 14 post-demand: Call + email follow-up
Day 21: Call supervisor. Written follow-up with read receipt
Day 30: Bad faith notice
Adjuster changed: Get new adjuster info. Re-send demand.
Parallel track: Begin pre-litigation prep — don't wait forever
Day 21: Call supervisor. Written follow-up with read receipt
Day 30: Bad faith notice
Adjuster changed: Get new adjuster info. Re-send demand.
Parallel track: Begin pre-litigation prep — don't wait forever
▼
PHASE 7 — SETTLEMENT OR HANDOFF
$25K: By Day 45 — DONE
$50K: By Day 90 — DONE
$100K+: By Day 120 — DONE or litigation handoff
Is the case resolved or moving to paralegal/litigation?
Click to expand
✓ RESOLVED — Settled
✓ Confirm settlement amount with attorney
✓ Send settlement docs to paralegal team
✓ Enter settlement expenses and reduction amounts in Filevine
✓ Update phase to Settlement / Settlement Disbursement
✓ Notify client of next steps
Case exits CM ownership → Paralegal Team
✓ Send settlement docs to paralegal team
✓ Enter settlement expenses and reduction amounts in Filevine
✓ Update phase to Settlement / Settlement Disbursement
✓ Notify client of next steps
Case exits CM ownership → Paralegal Team
✗ NOT RESOLVED — Handoff
Going to litigation: Prepare complete case file. Brief the paralegal.
Liability disputed: Compile all evidence. Attorney review for litigation
Low offer standoff: Attorney decides: accept, counter, or litigate.
Ensure clean handoff: Nothing should surprise the next person touching this file.
Liability disputed: Compile all evidence. Attorney review for litigation
Low offer standoff: Attorney decides: accept, counter, or litigate.
Ensure clean handoff: Nothing should surprise the next person touching this file.
▼
✓ CASE RESOLUTION
Your case should now be in one of these states:
☐ SETTLED — Handed off to paralegal for disbursement
☐ IN NEGOTIATION — Active counter-offers with clear timeline
☐ PRE-LITIGATION — File prepped, attorney reviewing for suit
☐ EXCEPTION — Documented reason for delay with revised plan
Case past its tier deadline with no demand sent and no documented exception = PROCESS FAILURE
☐ SETTLED — Handed off to paralegal for disbursement
☐ IN NEGOTIATION — Active counter-offers with clear timeline
☐ PRE-LITIGATION — File prepped, attorney reviewing for suit
☐ EXCEPTION — Documented reason for delay with revised plan
Case past its tier deadline with no demand sent and no documented exception = PROCESS FAILURE
Troubleshooting & Issue Reference
Every issue that can stall, kill, or devalue a case — organized by category. Click any scenario to expand the resolution. These aren't suggestions, they're protocols. Follow them.
1. Intake & Setup
Wrong defendant identified
1. Review crash report and insurance correspondence immediately
2. Correct defendant info in Filevine
3. Send updated LOR to correct party/carrier
4. If LOR went to wrong party — send correction letter ASAP
5. If suit was filed against wrong defendant → Attorney immediately
This is a potential malpractice issue. Fix it the moment you discover it.
2. Correct defendant info in Filevine
3. Send updated LOR to correct party/carrier
4. If LOR went to wrong party — send correction letter ASAP
5. If suit was filed against wrong defendant → Attorney immediately
This is a potential malpractice issue. Fix it the moment you discover it.
Wrong insurance carrier or claim number entered
1. Pull crash report to verify correct carrier
2. Call correct carrier to confirm/open claim
3. Update Filevine with correct info
4. Re-send LOR to correct carrier
5. If bills/records requests went to wrong carrier — redirect immediately
2. Call correct carrier to confirm/open claim
3. Update Filevine with correct info
4. Re-send LOR to correct carrier
5. If bills/records requests went to wrong carrier — redirect immediately
No policy limits confirmation
1. Send written request for policy limits disclosure to carrier
2. Many states require disclosure within 30–60 days of request
3. Follow up at Day 14 and Day 30 if no response
4. Check client's own UM/UIM declarations page for stacking potential
5. Unknown limits = unknown tier. Cannot set case timeline until confirmed.
2. Many states require disclosure within 30–60 days of request
3. Follow up at Day 14 and Day 30 if no response
4. Check client's own UM/UIM declarations page for stacking potential
5. Unknown limits = unknown tier. Cannot set case timeline until confirmed.
No 1P benefits explored: MedPay, PIP, UM/UIM
1. Review client's own auto policy declarations
2. Check for MedPay — can cover treatment costs upfront
3. Check for PIP (in PIP states)
4. Check UM/UIM for underinsured/uninsured scenarios
5. Check household members' policies for stacking
6. Failure to explore 1P benefits = leaving money on the table and potential malpractice
2. Check for MedPay — can cover treatment costs upfront
3. Check for PIP (in PIP states)
4. Check UM/UIM for underinsured/uninsured scenarios
5. Check household members' policies for stacking
6. Failure to explore 1P benefits = leaving money on the table and potential malpractice
Statute of limitations not calendared correctly
THIS IS A MALPRACTICE-LEVEL ISSUE
1. Verify SOL for the jurisdiction and claim type immediately
2. Calendar the SOL deadline in Filevine AND a separate calendar
3. Set warning alerts at 90, 60, and 30 days before SOL
4. Different SOLs: personal injury, property damage, minors, government entities
5. GA: 2 years PI, 4 years property
6. TX: 2 years PI
7. LA: 1 year PI (prescriptive period)
8. If SOL is approaching → Attorney must review for suit filing IMMEDIATELY
1. Verify SOL for the jurisdiction and claim type immediately
2. Calendar the SOL deadline in Filevine AND a separate calendar
3. Set warning alerts at 90, 60, and 30 days before SOL
4. Different SOLs: personal injury, property damage, minors, government entities
5. GA: 2 years PI, 4 years property
6. TX: 2 years PI
7. LA: 1 year PI (prescriptive period)
8. If SOL is approaching → Attorney must review for suit filing IMMEDIATELY
Venue or jurisdiction misidentified
1. Verify accident location and applicable jurisdiction
2. Check if federal diversity jurisdiction applies
3. Confirm correct court for filing if suit needed
4. Wrong venue can result in dismissal → Attorney review
2. Check if federal diversity jurisdiction applies
3. Confirm correct court for filing if suit needed
4. Wrong venue can result in dismissal → Attorney review
No conflict check completed
1. Run conflict check immediately against all parties
2. Check defendant names, carrier, other passengers, witnesses
3. If conflict found — Attorney must determine if representation can continue
4. Document conflict check in Filevine regardless of result
2. Check defendant names, carrier, other passengers, witnesses
3. If conflict found — Attorney must determine if representation can continue
4. Document conflict check in Filevine regardless of result
Representation not fully executed (retainer, HIPAA, disclosures, e-sign gaps)
1. Audit the file for all required documents
2. Send missing docs to client for signature immediately
3. Use e-sign with read receipts — track completion
4. Do NOT proceed with case work until representation docs are complete
5. Flag incomplete files daily until resolved
2. Send missing docs to client for signature immediately
3. Use e-sign with read receipts — track completion
4. Do NOT proceed with case work until representation docs are complete
5. Flag incomplete files daily until resolved
Client contact info incomplete or outdated
1. Verify phone, email, and mailing address at intake
2. Ask for alternate contact (spouse, parent, emergency)
3. If contact fails later — try alternate, check social media, skip trace
4. Update Filevine immediately when new info obtained
2. Ask for alternate contact (spouse, parent, emergency)
3. If contact fails later — try alternate, check social media, skip trace
4. Update Filevine immediately when new info obtained
No property damage / total loss coordination
1. Determine if PD claim needs to be filed separately
2. Coordinate with adjuster on PD vs BI claims
3. If total loss — help client understand process and rental coverage
4. Get photos of vehicle damage BEFORE vehicle is repaired/scrapped
5. PD documentation strengthens BI claim — don't ignore it
2. Coordinate with adjuster on PD vs BI claims
3. If total loss — help client understand process and rental coverage
4. Get photos of vehicle damage BEFORE vehicle is repaired/scrapped
5. PD documentation strengthens BI claim — don't ignore it
2. Liability & Evidence
Crash report not ordered or reviewed
1. Order crash report immediately if not already done
By state:
• GA: Request from Georgia Department of Driver Services or BuyACrash.com ($6–$20)
• TX: Request from TxDOT or CrashReport.txdot.gov ($6 online)
• LA: Request from Louisiana State Police or local PD. LACrash.com for state police reports
• IL: Illinois State Police or local PD. Online at ilsos.gov for state police
• NC: DMV crash report request or local PD
2. Review for: fault determination, citations, witness info, insurance info
3. If report has errors — document and note discrepancies for demand
4. If no report was filed — try to file a late report or get a CAD/dispatch log
5. Upload to Filevine immediately upon receipt
By state:
• GA: Request from Georgia Department of Driver Services or BuyACrash.com ($6–$20)
• TX: Request from TxDOT or CrashReport.txdot.gov ($6 online)
• LA: Request from Louisiana State Police or local PD. LACrash.com for state police reports
• IL: Illinois State Police or local PD. Online at ilsos.gov for state police
• NC: DMV crash report request or local PD
2. Review for: fault determination, citations, witness info, insurance info
3. If report has errors — document and note discrepancies for demand
4. If no report was filed — try to file a late report or get a CAD/dispatch log
5. Upload to Filevine immediately upon receipt
Scene, vehicle, and injury photos missing
1. Ask client for any photos/videos from scene
2. Check if other parties or witnesses took photos
3. Google Maps/Street View for scene context
4. If vehicle not yet repaired — get photos NOW
5. If injuries are visible — have client photograph bruising/scarring
6. Visual evidence is the most persuasive in a demand. Don't skip this.
2. Check if other parties or witnesses took photos
3. Google Maps/Street View for scene context
4. If vehicle not yet repaired — get photos NOW
5. If injuries are visible — have client photograph bruising/scarring
6. Visual evidence is the most persuasive in a demand. Don't skip this.
Witnesses not contacted early
1. Get witness info from crash report and client
2. Contact within first 7 days — memories fade fast
3. Get recorded or written statement if possible
4. Log contact info and statement summary in Filevine
5. If witness uncooperative — note it; may need subpoena later
2. Contact within first 7 days — memories fade fast
3. Get recorded or written statement if possible
4. Log contact info and statement summary in Filevine
5. If witness uncooperative — note it; may need subpoena later
911 / CAD / body cam / dash cam / surveillance not preserved
1. Request 911 recordings and CAD logs from dispatch
2. Request body cam/dash cam from responding officers (public records request)
3. Identify nearby businesses with surveillance cameras
4. Send preservation/spoliation letters to all evidence holders ASAP
5. Most surveillance auto-deletes in 30–90 days — time-critical
6. File FOIA/open records requests as needed by state
2. Request body cam/dash cam from responding officers (public records request)
3. Identify nearby businesses with surveillance cameras
4. Send preservation/spoliation letters to all evidence holders ASAP
5. Most surveillance auto-deletes in 30–90 days — time-critical
6. File FOIA/open records requests as needed by state
Spoliation letter not sent
1. Send immediately if evidence may be destroyed
2. Send to: opposing party, their carrier, businesses with cameras, vehicle repair shops, towing companies
3. Include specific evidence to preserve: video, vehicle, black box data, phone records
4. Send via certified mail with return receipt
5. Failure to send can result in lost evidence with no recourse
2. Send to: opposing party, their carrier, businesses with cameras, vehicle repair shops, towing companies
3. Include specific evidence to preserve: video, vehicle, black box data, phone records
4. Send via certified mail with return receipt
5. Failure to send can result in lost evidence with no recourse
Comparative fault facts developing against client
1. Assess percentage of fault exposure
2. GA: Modified comparative — client must be less than 50% at fault
3. TX: Modified comparative — client must be 50% or less
4. LA: Pure comparative — recovery reduced by fault percentage
5. Gather evidence to minimize client's fault contribution
6. If fault split looks bad → Attorney strategy session on viability
2. GA: Modified comparative — client must be less than 50% at fault
3. TX: Modified comparative — client must be 50% or less
4. LA: Pure comparative — recovery reduced by fault percentage
5. Gather evidence to minimize client's fault contribution
6. If fault split looks bad → Attorney strategy session on viability
Independent witnesses contradict client
1. Document the contradictions clearly
2. Interview client again about the discrepancies
3. Look for other evidence to corroborate either version
4. Attorney must know about this — affects case value and strategy
5. Do NOT hide or ignore contradictions — they will come out
2. Interview client again about the discrepancies
3. Look for other evidence to corroborate either version
4. Attorney must know about this — affects case value and strategy
5. Do NOT hide or ignore contradictions — they will come out
Commercial defendant involved but no early evidence hold
1. Identify the commercial entity (trucking company, rideshare, employer)
2. Send spoliation letter to company AND driver immediately
3. Request driver logs, maintenance records, drug test results, GPS data
4. Check FMCSA records for trucking violations
5. Commercial defendants destroy evidence quickly — act in first 48 hours if possible
2. Send spoliation letter to company AND driver immediately
3. Request driver logs, maintenance records, drug test results, GPS data
4. Check FMCSA records for trucking violations
5. Commercial defendants destroy evidence quickly — act in first 48 hours if possible
Unknown third-party defendant not investigated
1. Review crash report for all parties listed
2. Ask client about any other vehicles or contributing factors
3. Check for road defects, construction zones, product defects
4. Investigate employer liability, vehicle owner vs driver
5. Additional defendants = additional insurance coverage
2. Ask client about any other vehicles or contributing factors
3. Check for road defects, construction zones, product defects
4. Investigate employer liability, vehicle owner vs driver
5. Additional defendants = additional insurance coverage
Police narrative or diagram harmful and unaddressed
1. Review the report narrative and diagram carefully
2. Note specific inaccuracies or contested points
3. Gather independent evidence that contradicts the report
4. Prepare a rebuttal for the demand package
5. Do NOT ignore a bad report — address it head-on in the demand
2. Note specific inaccuracies or contested points
3. Gather independent evidence that contradicts the report
4. Prepare a rebuttal for the demand package
5. Do NOT ignore a bad report — address it head-on in the demand
Issue retrieving police/crash report
By state:
• GA: BuyACrash.com (GEARS system) or local PD records division. If not on BuyACrash, call investigating agency directly. Allow 7–14 days for processing.
• TX: CrashReport.txdot.gov for state roads. Local PD for city streets. $6 online, may take 10+ business days for complex crashes.
• LA: LACrash.com for State Police reports. Parish Sheriff or city PD for local reports. Can take 2–4 weeks.
• IL: Illinois State Police for state roads. Local PD for city streets. May require written request or FOIA.
• NC: DMV crash report request form. Local PD records division. $6+ fee.
General troubleshooting:
1. If report says "pending" or "under investigation" — follow up weekly
2. If report not filed — contact investigating officer directly
3. If officer says no report was written — request CAD/dispatch log as proof of response
4. For fatal or serious injury crashes, reports may take 30–60+ days
5. Set a Filevine reminder to follow up every 7 days until received
• GA: BuyACrash.com (GEARS system) or local PD records division. If not on BuyACrash, call investigating agency directly. Allow 7–14 days for processing.
• TX: CrashReport.txdot.gov for state roads. Local PD for city streets. $6 online, may take 10+ business days for complex crashes.
• LA: LACrash.com for State Police reports. Parish Sheriff or city PD for local reports. Can take 2–4 weeks.
• IL: Illinois State Police for state roads. Local PD for city streets. May require written request or FOIA.
• NC: DMV crash report request form. Local PD records division. $6+ fee.
General troubleshooting:
1. If report says "pending" or "under investigation" — follow up weekly
2. If report not filed — contact investigating officer directly
3. If officer says no report was written — request CAD/dispatch log as proof of response
4. For fatal or serious injury crashes, reports may take 30–60+ days
5. Set a Filevine reminder to follow up every 7 days until received
3. Treatment & Medical Proof
Client delayed initial treatment
1. Document the reason for the delay
2. If days/weeks since accident — get them in ASAP
3. Adjusters will use any delay as evidence injuries aren't serious
4. If ER was skipped — document why (e.g., adrenaline, didn't realize severity)
5. Have provider document onset of symptoms relative to accident
2. If days/weeks since accident — get them in ASAP
3. Adjusters will use any delay as evidence injuries aren't serious
4. If ER was skipped — document why (e.g., adrenaline, didn't realize severity)
5. Have provider document onset of symptoms relative to accident
Large treatment gap with no explanation
CASE VALUE KILLER
1. Call client immediately — find out why
2. Document the reason in Filevine (transportation, work, financial, felt better)
3. Get client back in treatment ASAP
4. Have provider document the gap and explain continued medical necessity
5. Any gap >14 days WILL be used against you by the adjuster
6. Prepare to address the gap proactively in the demand
1. Call client immediately — find out why
2. Document the reason in Filevine (transportation, work, financial, felt better)
3. Get client back in treatment ASAP
4. Have provider document the gap and explain continued medical necessity
5. Any gap >14 days WILL be used against you by the adjuster
6. Prepare to address the gap proactively in the demand
Noncompliance with provider recommendations
1. Contact client — understand why they're not following the plan
2. Common: fear of injections, cost concerns, distrust of treatment
3. Educate: noncompliance = adjuster argument that injuries aren't real
4. If client refuses recommended treatment — document their decision
5. Attorney should be aware — affects case valuation
2. Common: fear of injections, cost concerns, distrust of treatment
3. Educate: noncompliance = adjuster argument that injuries aren't real
4. If client refuses recommended treatment — document their decision
5. Attorney should be aware — affects case valuation
Client stopped treatment too early
1. Call client — determine if discharge was by provider or self-directed
2. If self-directed — educate on impact to case value
3. If provider discharged — get discharge notes documenting status
4. If client needs more treatment but stopped — find out why and solve it
5. An incomplete treatment record weakens the demand significantly
2. If self-directed — educate on impact to case value
3. If provider discharged — get discharge notes documenting status
4. If client needs more treatment but stopped — find out why and solve it
5. An incomplete treatment record weakens the demand significantly
Referral pipeline stalled: no lien-friendly provider, MRI, ortho, pain management
1. Check firm's approved provider list for the client's area
2. Contact provider relations team for referral options
3. If new market (Chicago, Charlotte, New Orleans) — Escalate to Ops for provider development
4. Consider cash-pay options if lien unavailable
5. MRI facilities — check for mobile MRI options or imaging centers with lower rates
6. Don't let treatment stall because you can't find a provider — this is solvable
2. Contact provider relations team for referral options
3. If new market (Chicago, Charlotte, New Orleans) — Escalate to Ops for provider development
4. Consider cash-pay options if lien unavailable
5. MRI facilities — check for mobile MRI options or imaging centers with lower rates
6. Don't let treatment stall because you can't find a provider — this is solvable
Prior injuries or degenerative findings not addressed
1. Review medical records for pre-existing conditions
2. Get provider to document aggravation vs new injury
3. "Eggshell plaintiff" doctrine: defendant takes plaintiff as they find them
4. Have provider explain how accident worsened pre-existing condition
5. Do NOT hide prior injuries — address them proactively in the demand
2. Get provider to document aggravation vs new injury
3. "Eggshell plaintiff" doctrine: defendant takes plaintiff as they find them
4. Have provider explain how accident worsened pre-existing condition
5. Do NOT hide prior injuries — address them proactively in the demand
Causation weakness: mild impact / low property damage / delayed symptoms
1. Document objective findings (MRI, diagnostic imaging)
2. Get provider opinion letter on causation
3. Research low-impact studies supporting injury claims
4. Photos of vehicle damage can be misleading — document thoroughly
5. Delayed symptoms are medically recognized — have provider document
6. Weak causation = lower value. Attorney should set realistic expectations.
2. Get provider opinion letter on causation
3. Research low-impact studies supporting injury claims
4. Photos of vehicle damage can be misleading — document thoroughly
5. Delayed symptoms are medically recognized — have provider document
6. Weak causation = lower value. Attorney should set realistic expectations.
Mental health, TBI, neuro, or pain complaints not properly documented
1. Refer to appropriate specialist (neuropsych, psychiatrist, neurologist)
2. Ensure symptoms are documented in medical records, not just client reports
3. Cognitive testing, psychological evaluations add significant value
4. PTSD, anxiety, depression from accident are compensable
5. TBI screening should be done for any head impact
6. These damages can exceed physical injury value — don't overlook them
2. Ensure symptoms are documented in medical records, not just client reports
3. Cognitive testing, psychological evaluations add significant value
4. PTSD, anxiety, depression from accident are compensable
5. TBI screening should be done for any head impact
6. These damages can exceed physical injury value — don't overlook them
Minor client or family treatment not being tracked correctly
1. Minor cases require separate tracking and special handling
2. Guardian must authorize all treatment and legal decisions
3. Minor settlements require court approval in most states
4. Track all family members' treatment separately in Filevine
5. Minor case deadlines differ — SOL may be tolled until age of majority
2. Guardian must authorize all treatment and legal decisions
3. Minor settlements require court approval in most states
4. Track all family members' treatment separately in Filevine
5. Minor case deadlines differ — SOL may be tolled until age of majority
Final discharge / MMI status not documented
1. Contact treating provider for final status report
2. MMI (Maximum Medical Improvement) determination is critical for demand
3. If provider won't issue MMI letter — request narrative report
4. Document any permanent restrictions or future care recommendations
5. Cannot properly value case without knowing final medical status
2. MMI (Maximum Medical Improvement) determination is critical for demand
3. If provider won't issue MMI letter — request narrative report
4. Document any permanent restrictions or future care recommendations
5. Cannot properly value case without knowing final medical status
4. Records, Bills & Liens
Records requested but not followed up
1. Set follow-up reminders for every request: 7, 14, 21 days
2. A request without follow-up is the same as no request
3. Track status per provider in Filevine
4. After 3 attempts — escalate per provider troubleshooting protocol
2. A request without follow-up is the same as no request
3. Track status per provider in Filevine
4. After 3 attempts — escalate per provider troubleshooting protocol
Bills received but not entered
1. Enter bills in Filevine immediately upon receipt
2. Match bill to correct provider and date of service
3. Unrecorded bills = understated specials = lower demand value
4. Audit file weekly for any bills sitting in uploads but not logged
2. Match bill to correct provider and date of service
3. Unrecorded bills = understated specials = lower demand value
4. Audit file weekly for any bills sitting in uploads but not logged
Dates uploaded in Filevine but not logged in fields
1. Documents in the file but not reflected in tracking fields are invisible to reporting
2. Update all date fields when documents are received
3. This directly affects your Delta score and case health metrics
4. Run a self-audit: compare uploaded docs to logged field dates
2. Update all date fields when documents are received
3. This directly affects your Delta score and case health metrics
4. Run a self-audit: compare uploaded docs to logged field dates
Bills and records do not match provider list
1. Reconcile provider list against received records and bills
2. Identify gaps: provider treated client but no records/bills received
3. Identify extras: records from provider not on the list (investigate)
4. Update provider list in Filevine to match reality
2. Identify gaps: provider treated client but no records/bills received
3. Identify extras: records from provider not on the list (investigate)
4. Update provider list in Filevine to match reality
Missing itemized billing
1. Request itemized statement with CPT codes from provider
2. Summary bills without itemization are weak in demands
3. Adjusters will challenge non-itemized bills
4. If provider only sends a summary — request a superbill or encounter form
2. Summary bills without itemization are weak in demands
3. Adjusters will challenge non-itemized bills
4. If provider only sends a summary — request a superbill or encounter form
Outstanding balances not tied to correct provider
1. Reconcile each balance to its provider and date range
2. Ensure no double-counting of charges
3. Separate facility charges from professional charges
4. Update Filevine billing section with clean allocations
2. Ensure no double-counting of charges
3. Separate facility charges from professional charges
4. Update Filevine billing section with clean allocations
Duplicate providers / duplicate charges
1. Review for providers billed under different names (facility vs practice group)
2. Check for duplicate CPT codes on same date of service
3. Clean up duplicates in Filevine
4. Duplicates in a demand = credibility problem with adjuster
2. Check for duplicate CPT codes on same date of service
3. Clean up duplicates in Filevine
4. Duplicates in a demand = credibility problem with adjuster
Health insurance, Medicare, Medicaid, VA, or ERISA lien exposure unidentified
LIEN EXPOSURE CAN EAT THE ENTIRE SETTLEMENT
1. Ask client at intake: do you have health insurance? Medicare? Medicaid? VA?
2. If health insurance paid — they may have subrogation rights
3. Medicare/Medicaid liens are federal priority — MUST be resolved before disbursement
4. ERISA plans have strong subrogation rights
5. Check CMS MSPRC for Medicare conditional payment info
6. Identify ALL lien holders early — affects net recovery and settlement strategy
1. Ask client at intake: do you have health insurance? Medicare? Medicaid? VA?
2. If health insurance paid — they may have subrogation rights
3. Medicare/Medicaid liens are federal priority — MUST be resolved before disbursement
4. ERISA plans have strong subrogation rights
5. Check CMS MSPRC for Medicare conditional payment info
6. Identify ALL lien holders early — affects net recovery and settlement strategy
Reduction not requested early enough
1. Start reduction negotiations as soon as bills are finalized
2. Don't wait until settlement to negotiate reductions
3. Contact each provider/lien holder with reduction request
4. Document all reduction offers and approvals
5. Late reductions delay disbursement and frustrate clients
2. Don't wait until settlement to negotiate reductions
3. Contact each provider/lien holder with reduction request
4. Document all reduction offers and approvals
5. Late reductions delay disbursement and frustrate clients
Specials exceed policy with no strategy shift
1. When medical specials approach or exceed policy limits — reassess strategy
2. Consider: demand policy limits, explore UM/UIM, evaluate litigation value
3. Discuss with attorney: is there additional coverage to pursue?
4. If specials far exceed policy — demand limits immediately, don't wait
5. Continuing to rack up bills against an insufficient policy helps nobody
2. Consider: demand policy limits, explore UM/UIM, evaluate litigation value
3. Discuss with attorney: is there additional coverage to pursue?
4. If specials far exceed policy — demand limits immediately, don't wait
5. Continuing to rack up bills against an insufficient policy helps nobody
5. Client Cooperation & Expectations
Client changed phone number / unreachable
1. Try all known numbers, email addresses
2. Contact emergency/alternate contact on file
3. Check social media for updated contact info
4. Send certified letter to last known address
5. If all fails — skip trace services
6. After exhausting all options → Attorney for withdrawal consideration
2. Contact emergency/alternate contact on file
3. Check social media for updated contact info
4. Send certified letter to last known address
5. If all fails — skip trace services
6. After exhausting all options → Attorney for withdrawal consideration
Client giving inconsistent facts
1. Document all versions of events with dates
2. Gently confront discrepancies — give client chance to clarify
3. Compare client statements to crash report and medical records
4. Inconsistencies WILL be discovered in negotiation or litigation — Attorney must know
5. Do not coach or suggest answers — document what they tell you
2. Gently confront discrepancies — give client chance to clarify
3. Compare client statements to crash report and medical records
4. Inconsistencies WILL be discovered in negotiation or litigation — Attorney must know
5. Do not coach or suggest answers — document what they tell you
Social media activity harming claim
1. Advise client at intake: do NOT post about accident, injuries, or activities
2. Do not tell client to delete posts (spoliation)
3. Advise to set profiles to private
4. Document any problematic posts you become aware of
5. Adjusters and defense attorneys WILL check social media
2. Do not tell client to delete posts (spoliation)
3. Advise to set profiles to private
4. Document any problematic posts you become aware of
5. Adjusters and defense attorneys WILL check social media
Client speaking directly with adjuster after representation
1. Contact adjuster — remind them all communication goes through the firm
2. Re-send LOR if needed with specific instruction
3. Educate client: never speak to adjuster, refer all calls to us
4. If recorded statement was given — Attorney must review immediately
5. Document what was said if possible
2. Re-send LOR if needed with specific instruction
3. Educate client: never speak to adjuster, refer all calls to us
4. If recorded statement was given — Attorney must review immediately
5. Document what was said if possible
Client posts, admissions, or prior claims discovered
1. Document the discovery thoroughly
2. Compare against client's representations
3. Check for prior claims through ISO/Claims databases if available
4. Attorney must be informed — affects strategy and credibility
5. Prior claims don't kill a case but must be addressed proactively
2. Compare against client's representations
3. Check for prior claims through ISO/Claims databases if available
4. Attorney must be informed — affects strategy and credibility
5. Prior claims don't kill a case but must be addressed proactively
Client wants quick money and resists treatment plan
1. Empathize with financial pressure
2. Explain: settling early means significantly less money
3. If they need immediate help — explore MedPay, PIP, or litigation funding
4. Set clear expectations on timeline tied to their policy tier
5. Never promise a settlement amount or timeline
6. If client insists → Attorney call to discuss options
2. Explain: settling early means significantly less money
3. If they need immediate help — explore MedPay, PIP, or litigation funding
4. Set clear expectations on timeline tied to their policy tier
5. Never promise a settlement amount or timeline
6. If client insists → Attorney call to discuss options
Client expectations not managed on liability, value, or timeline
1. Have an honest conversation about case strengths and weaknesses
2. Explain the policy tier timeline at the start
3. Don't overpromise to keep the client happy
4. Set check-in schedule so client feels informed
5. Under-promise, over-deliver — always
2. Explain the policy tier timeline at the start
3. Don't overpromise to keep the client happy
4. Set check-in schedule so client feels informed
5. Under-promise, over-deliver — always
Client moved out of state
1. Update contact info and address immediately
2. Find treatment providers in their new area
3. Verify jurisdiction hasn't changed for the claim
4. Update Filevine with new location
5. Adjust communication methods (time zone, contact preferences)
2. Find treatment providers in their new area
3. Verify jurisdiction hasn't changed for the claim
4. Update Filevine with new location
5. Adjust communication methods (time zone, contact preferences)
Client incarcerated, hospitalized, or otherwise unavailable
1. Document the situation and expected duration
2. Get emergency contact or family member for communication
3. If hospitalized — treatment is still occurring, track it
4. If incarcerated — arrange communication through facility protocols
5. Attorney review — may need to toll deadlines or adjust strategy
2. Get emergency contact or family member for communication
3. If hospitalized — treatment is still occurring, track it
4. If incarcerated — arrange communication through facility protocols
5. Attorney review — may need to toll deadlines or adjust strategy
Estate / probate issue if client dies
IMMEDIATE ATTORNEY INVOLVEMENT REQUIRED
1. Case may convert to wrongful death or survival action
2. Estate representative must be appointed to continue claim
3. SOL may change — verify immediately
4. All communication shifts to estate representative
5. This fundamentally changes the case — do not proceed without attorney direction
1. Case may convert to wrongful death or survival action
2. Estate representative must be appointed to continue claim
3. SOL may change — verify immediately
4. All communication shifts to estate representative
5. This fundamentally changes the case — do not proceed without attorney direction
6. Demand Readiness
Demand drafted before file is actually complete
1. Run completeness checklist before drafting:
— All providers accounted for?
— All bills and records received?
— Treatment complete or MMI reached?
— Lost wages documented?
— Property damage resolved?
2. A premature demand undermines credibility
3. Supplementing a demand repeatedly looks disorganized to adjusters
— All providers accounted for?
— All bills and records received?
— Treatment complete or MMI reached?
— Lost wages documented?
— Property damage resolved?
2. A premature demand undermines credibility
3. Supplementing a demand repeatedly looks disorganized to adjusters
No coverage analysis before demand amount chosen
1. Confirm policy limits before setting demand amount
2. Demanding $250K on a $25K policy wastes everyone's time
3. Identify all available coverage: liability, UM/UIM, MedPay, umbrella
4. Strategy changes based on coverage available
2. Demanding $250K on a $25K policy wastes everyone's time
3. Identify all available coverage: liability, UM/UIM, MedPay, umbrella
4. Strategy changes based on coverage available
No policy-limits strategy
1. When specials approach or exceed limits: demand full limits
2. When value clearly exceeds limits: policy limits demand + UM/UIM claim
3. When liability is questionable: consider demand below limits for quick resolution
4. Document the strategy reasoning for the file
2. When value clearly exceeds limits: policy limits demand + UM/UIM claim
3. When liability is questionable: consider demand below limits for quick resolution
4. Document the strategy reasoning for the file
Demand missing wage loss, future care, permanency, or pain and suffering support
1. Wage loss: Get employer verification letter, pay stubs, tax returns
2. Future care: Provider letter estimating ongoing treatment needs
3. Permanency: MMI report with permanent restrictions or impairment rating
4. Pain and suffering: Client declaration, day-in-the-life narrative, photos
5. Missing any of these = lower demand value and weaker negotiation position
2. Future care: Provider letter estimating ongoing treatment needs
3. Permanency: MMI report with permanent restrictions or impairment rating
4. Pain and suffering: Client declaration, day-in-the-life narrative, photos
5. Missing any of these = lower demand value and weaker negotiation position
Missing key exhibits
1. Standard exhibit list: crash report, photos, medical records, bills, lost wage docs, declarations page
2. Review demand against exhibit list before sending
3. Missing exhibits = adjuster asks for them = delay
4. One complete package is always better than two supplement packages
2. Review demand against exhibit list before sending
3. Missing exhibits = adjuster asks for them = delay
4. One complete package is always better than two supplement packages
Demand sent to wrong adjuster / wrong address / wrong portal
1. Verify adjuster name, address, and submission method before sending
2. Many carriers have online portals now — use them
3. If sent wrong — re-send immediately and confirm receipt
4. Document the error and correct contact info in Filevine
2. Many carriers have online portals now — use them
3. If sent wrong — re-send immediately and confirm receipt
4. Document the error and correct contact info in Filevine
No demand deadline or follow-up tickler
1. Set response deadline in the demand letter (typically 30 days)
2. Calendar follow-up at Day 14 and Day 30 post-send
3. Track demand status in Filevine
4. A demand without follow-up is a demand forgotten
2. Calendar follow-up at Day 14 and Day 30 post-send
3. Track demand status in Filevine
4. A demand without follow-up is a demand forgotten
Demand amount not aligned with venue, liability, or available coverage
1. Research comparable verdicts/settlements in the venue
2. Adjust for liability exposure (comparative fault discount)
3. Don't demand $500K when policy is $50K and liability is questionable
4. Attorney should approve demand amount on high-value or complex cases
2. Adjust for liability exposure (comparative fault discount)
3. Don't demand $500K when policy is $50K and liability is questionable
4. Attorney should approve demand amount on high-value or complex cases
Demand package ignores prior injuries instead of framing them
1. Never pretend prior injuries don't exist — adjusters have access to records
2. Frame as aggravation: "Client had managed condition that was significantly worsened"
3. Get provider to differentiate pre-existing vs accident-related
4. Address prior injuries head-on in the demand narrative
5. Ignoring = losing credibility when adjuster finds them
2. Frame as aggravation: "Client had managed condition that was significantly worsened"
3. Get provider to differentiate pre-existing vs accident-related
4. Address prior injuries head-on in the demand narrative
5. Ignoring = losing credibility when adjuster finds them
7. Negotiation & Carrier Issues
Carrier not confirming coverage
1. Send written coverage confirmation request
2. Cite state-specific disclosure requirements
3. Follow up at Day 14 and Day 30
4. If still stonewalling — Attorney letter demanding disclosure
5. May need to file suit to compel discovery of coverage
2. Cite state-specific disclosure requirements
3. Follow up at Day 14 and Day 30
4. If still stonewalling — Attorney letter demanding disclosure
5. May need to file suit to compel discovery of coverage
Reservation of rights / coverage defense issue
1. Get the ROR letter and review it carefully
2. Attorney must review — this means carrier may deny coverage
3. Identify the specific exclusion or defense being raised
4. Assess whether claim can proceed under other coverage (UM/UIM)
5. May need declaratory judgment action to resolve coverage
2. Attorney must review — this means carrier may deny coverage
3. Identify the specific exclusion or defense being raised
4. Assess whether claim can proceed under other coverage (UM/UIM)
5. May need declaratory judgment action to resolve coverage
Multiple claimants competing for limited policy
1. Identify all claimants and their claims
2. Carrier may interplead funds with the court
3. Attorney strategy needed — first to settle may get most
4. Explore client's own UM/UIM for the gap
5. Document all communications about allocation
2. Carrier may interplead funds with the court
3. Attorney strategy needed — first to settle may get most
4. Explore client's own UM/UIM for the gap
5. Document all communications about allocation
Recorded statement problem
1. Client should NEVER give a recorded statement without attorney approval
2. If statement was given — request a copy immediately
3. Review for damaging admissions
4. Prepare to address any harmful statements in demand
5. Educate client: refer ALL adjuster contact to the firm
2. If statement was given — request a copy immediately
3. Review for damaging admissions
4. Prepare to address any harmful statements in demand
5. Educate client: refer ALL adjuster contact to the firm
EUO / IME requested
1. Attorney involvement required
2. EUO (Examination Under Oath): typically UM/UIM claims — must comply
3. IME (Independent Medical Exam): defense-hired doctor examination
4. Prepare client thoroughly before either
5. Request all documents and reports generated from IME
2. EUO (Examination Under Oath): typically UM/UIM claims — must comply
3. IME (Independent Medical Exam): defense-hired doctor examination
4. Prepare client thoroughly before either
5. Request all documents and reports generated from IME
Adjuster changed and file restarted
1. Get new adjuster contact info
2. Re-send demand package and all prior correspondence
3. Provide summary of negotiation history
4. Re-establish response timeline
5. New adjuster = new evaluation. Previous verbal offers may not survive the transfer.
2. Re-send demand package and all prior correspondence
3. Provide summary of negotiation history
4. Re-establish response timeline
5. New adjuster = new evaluation. Previous verbal offers may not survive the transfer.
Offer below threshold but no escalation plan
1. Document the offer and gap between offer and demand
2. Prepare written counter with justification
3. If gap is too wide for negotiation — escalation options:
— Supervisor review at carrier
— Bad faith letter
— Pre-litigation posture
— File suit
4. Attorney decides: accept, counter, or litigate
2. Prepare written counter with justification
3. If gap is too wide for negotiation — escalation options:
— Supervisor review at carrier
— Bad faith letter
— Pre-litigation posture
— File suit
4. Attorney decides: accept, counter, or litigate
Tender issued with problematic release language
1. NEVER sign a release without attorney review
2. Watch for: broad indemnity, future claims waiver, confidentiality
3. Medicare Set-Aside or reporting language
4. Negotiate release terms before signing
5. Standard carrier releases often contain overreaching language
2. Watch for: broad indemnity, future claims waiver, confidentiality
3. Medicare Set-Aside or reporting language
4. Negotiate release terms before signing
5. Standard carrier releases often contain overreaching language
UM/UIM carrier not put on notice
1. Put client's own UM/UIM carrier on notice early
2. Required in many states to preserve right to UM/UIM claim
3. Send LOR to UM/UIM carrier even if not making claim yet
4. Track UM/UIM separately from liability claim
5. Failure to notice UM/UIM carrier can forfeit the claim
2. Required in many states to preserve right to UM/UIM claim
3. Send LOR to UM/UIM carrier even if not making claim yet
4. Track UM/UIM separately from liability claim
5. Failure to notice UM/UIM carrier can forfeit the claim
Subrogation carrier complicating settlement
1. Identify all subrogation interests early
2. Negotiate reduction of subrogation lien (often possible)
3. Check state-specific rules on subrogation (some states limit carrier recovery)
4. ERISA plans have strong federal subrogation rights — harder to reduce
5. Never disburse settlement without resolving all subrogation claims
2. Negotiate reduction of subrogation lien (often possible)
3. Check state-specific rules on subrogation (some states limit carrier recovery)
4. ERISA plans have strong federal subrogation rights — harder to reduce
5. Never disburse settlement without resolving all subrogation claims
State Farm IVR — can't reach a person
1. Press 0 repeatedly to bypass the automated system and reach a live agent
2. This works on State Farm's main claims line and most regional numbers
3. Once connected, get the adjuster's direct number and extension for future calls
4. If still stuck, try calling early morning (8–9 AM local) for shorter hold times
5. Document every call attempt with date, time, and outcome in Filevine
2. This works on State Farm's main claims line and most regional numbers
3. Once connected, get the adjuster's direct number and extension for future calls
4. If still stuck, try calling early morning (8–9 AM local) for shorter hold times
5. Document every call attempt with date, time, and outcome in Filevine
Progressive — assigned adjuster not responding
1. Progressive uses assigned adjusters — always request the assigned adjuster by name
2. If not responding, escalate to their supervisor (ask the general line for supervisor contact)
3. Send a written follow-up email to create a paper trail
4. If still no response after 14 days — formal demand letter referencing failure to respond
5. Document all contact attempts — non-responsiveness can support a bad faith claim
2. If not responding, escalate to their supervisor (ask the general line for supervisor contact)
3. Send a written follow-up email to create a paper trail
4. If still no response after 14 days — formal demand letter referencing failure to respond
5. Document all contact attempts — non-responsiveness can support a bad faith claim
Policy limits verification — carrier stonewalling
1. Send a formal written request citing state disclosure requirements
2. GA: O.C.G.A. § 33-3-28 requires disclosure within 30 days of written request
3. TX: Send demand under Stowers Doctrine for full policy limits
4. Check for umbrella/excess policies — carrier may not volunteer this
5. If carrier refuses — Attorney bad faith letter or motion to compel
2. GA: O.C.G.A. § 33-3-28 requires disclosure within 30 days of written request
3. TX: Send demand under Stowers Doctrine for full policy limits
4. Check for umbrella/excess policies — carrier may not volunteer this
5. If carrier refuses — Attorney bad faith letter or motion to compel
ACH payment not received after settlement
1. Confirm bank routing and account numbers are correct in the carrier system
2. Allow 3–5 business days for standard ACH processing
3. Call carrier to confirm payment was released and get confirmation number
4. If over 5 business days — request trace on the ACH transfer
5. If payment was returned — verify account info and resubmit immediately
2. Allow 3–5 business days for standard ACH processing
3. Call carrier to confirm payment was released and get confirmation number
4. If over 5 business days — request trace on the ACH transfer
5. If payment was returned — verify account info and resubmit immediately
8. Litigation Escalation
Suit should have been filed already but was not
IMMEDIATE ATTORNEY REVIEW
1. Check SOL — how much time remains?
2. Determine why suit wasn't filed (oversight, strategy, staffing?)
3. If SOL is approaching — emergency suit filing
4. Document the reason for delay
5. This is a potential malpractice exposure — treat it seriously
1. Check SOL — how much time remains?
2. Determine why suit wasn't filed (oversight, strategy, staffing?)
3. If SOL is approaching — emergency suit filing
4. Document the reason for delay
5. This is a potential malpractice exposure — treat it seriously
Defendant not located for service
1. Try all known addresses
2. Skip trace / people search databases
3. Check DMV records, voter registration, property records
4. If still not found — service by publication (court order required)
5. Unserved defendant = case cannot proceed — Attorney must strategize
2. Skip trace / people search databases
3. Check DMV records, voter registration, property records
4. If still not found — service by publication (court order required)
5. Unserved defendant = case cannot proceed — Attorney must strategize
Service deadline missed or at risk
1. Check state-specific service deadlines (typically 90–120 days after filing)
2. If deadline approaching — use process server or sheriff immediately
3. If missed — motion for extension of time
4. Failure to serve = case dismissed — Attorney action required
2. If deadline approaching — use process server or sheriff immediately
3. If missed — motion for extension of time
4. Failure to serve = case dismissed — Attorney action required
Arbitration / venue / removal issue
1. Check if arbitration clause applies
2. Review for mandatory vs voluntary arbitration
3. If removal to federal court — assess impact on case strategy
4. All venue/jurisdiction motions — Attorney handling required
2. Review for mandatory vs voluntary arbitration
3. If removal to federal court — assess impact on case strategy
4. All venue/jurisdiction motions — Attorney handling required
No lawsuit budget or approval path
1. Litigation has costs: filing fees, expert fees, deposition costs
2. Get cost estimate before filing
3. Determine if firm can advance costs
4. Attorney must approve litigation budget before committing
2. Get cost estimate before filing
3. Determine if firm can advance costs
4. Attorney must approve litigation budget before committing
Discovery responses overdue
1. Check discovery deadlines and responses due
2. If overdue — respond immediately to avoid sanctions
3. Request extensions if needed (before deadline, not after)
4. Discovery defaults can result in adverse rulings or case dismissal
2. If overdue — respond immediately to avoid sanctions
3. Request extensions if needed (before deadline, not after)
4. Discovery defaults can result in adverse rulings or case dismissal
Medical chronology not ready for litigation
1. Compile complete treatment timeline from all providers
2. Include dates, providers, diagnoses, procedures, and charges
3. Flag gaps, inconsistencies, or pre-existing conditions
4. This is the backbone of the litigation file — must be thorough
2. Include dates, providers, diagnoses, procedures, and charges
3. Flag gaps, inconsistencies, or pre-existing conditions
4. This is the backbone of the litigation file — must be thorough
Experts not identified timely
1. Identify needed experts early: medical, accident reconstruction, vocational, economic
2. Check expert disclosure deadlines in the case schedule
3. Retain and schedule early — good experts book up
4. Missing expert deadline = expert excluded = case weakened
2. Check expert disclosure deadlines in the case schedule
3. Retain and schedule early — good experts book up
4. Missing expert deadline = expert excluded = case weakened
Mediation not set early enough
1. Most cases benefit from early mediation
2. Propose mediation before trial prep costs escalate
3. Select mediator acceptable to both sides
4. Prepare mediation statement and settlement authority in advance
2. Propose mediation before trial prep costs escalate
3. Select mediator acceptable to both sides
4. Prepare mediation statement and settlement authority in advance
Case stuck in pre-lit because nobody owns escalation
1. This is the most common reason cases die — ASSIGN AN OWNER
2. Clear decision: continue negotiation or file suit
3. Set a hard deadline for the decision
4. If nobody is making the call — escalate to managing attorney
5. A case sitting in pre-lit limbo is losing value every day
2. Clear decision: continue negotiation or file suit
3. Set a hard deadline for the decision
4. If nobody is making the call — escalate to managing attorney
5. A case sitting in pre-lit limbo is losing value every day
9. Settlement & Disbursement
Settlement reached but release not reviewed promptly
1. Review release within 48 hours of receipt
2. Check for: scope of release, indemnity, confidentiality, Medicare
3. Negotiate problematic language before signing
4. Never rush a release — but don't let it sit for weeks either
2. Check for: scope of release, indemnity, confidentiality, Medicare
3. Negotiate problematic language before signing
4. Never rush a release — but don't let it sit for weeks either
Release contains indemnity, confidentiality, hold harmless, or Medicare language problem
1. Attorney must review and approve all release language
2. Broad indemnity: pushes future liability onto client
3. Medicare reporting: ensure proper MSP compliance
4. Negotiate removal or modification of overreaching terms
5. Standard carrier releases often need redlining
2. Broad indemnity: pushes future liability onto client
3. Medicare reporting: ensure proper MSP compliance
4. Negotiate removal or modification of overreaching terms
5. Standard carrier releases often need redlining
Check issued incorrectly
1. Verify payee names, amount, and mailing address
2. If incorrect — request reissue immediately
3. Check if check is payable to firm trust account (as it should be)
4. Track reissue timeline — follow up at Day 7 and Day 14
2. If incorrect — request reissue immediately
3. Check if check is payable to firm trust account (as it should be)
4. Track reissue timeline — follow up at Day 7 and Day 14
Missing trust / lien payoff documentation
1. Get final lien payoff amounts in writing from all lien holders
2. Confirm reduction agreements are documented
3. Do NOT disburse until all lien obligations are clear
4. Disbursing without resolving liens = potential trust account violation
2. Confirm reduction agreements are documented
3. Do NOT disburse until all lien obligations are clear
4. Disbursing without resolving liens = potential trust account violation
Reductions still pending after settlement
1. Prioritize reduction negotiations immediately after settlement
2. Clients are waiting for their money — delays here are very frustrating
3. Set daily follow-up on pending reductions
4. Get written confirmations of all reductions
5. If provider won't negotiate — Attorney decision on paying full vs disputing
2. Clients are waiting for their money — delays here are very frustrating
3. Set daily follow-up on pending reductions
4. Get written confirmations of all reductions
5. If provider won't negotiate — Attorney decision on paying full vs disputing
Client unavailable to sign settlement documents
1. Send via e-sign with deadline
2. If no email — arrange in-person or notarized signing
3. If client is out of state — ship overnight with prepaid return
4. If truly unreachable — follow client communication escalation protocol
5. Settlement funds cannot be disbursed without signed release
2. If no email — arrange in-person or notarized signing
3. If client is out of state — ship overnight with prepaid return
4. If truly unreachable — follow client communication escalation protocol
5. Settlement funds cannot be disbursed without signed release
Structured settlement or minor settlement approval needed
1. Structured settlement: needs structured settlement broker involvement
2. Minor settlement: court approval required in most states
3. GA: Petition to superior court for minor settlement approval
4. TX: Court approval required, funds held in trust or restricted account
5. Attorney handles all court filings — CM ensures file is complete
2. Minor settlement: court approval required in most states
3. GA: Petition to superior court for minor settlement approval
4. TX: Court approval required, funds held in trust or restricted account
5. Attorney handles all court filings — CM ensures file is complete
Probate or guardianship issue blocks disbursement
1. If client deceased or incapacitated — estate representative needed
2. Probate process must be initiated or guardianship established
3. Settlement funds held in trust until proper representative appointed
4. Attorney handles all probate/guardianship coordination
2. Probate process must be initiated or guardianship established
3. Settlement funds held in trust until proper representative appointed
4. Attorney handles all probate/guardianship coordination
Fee or cost dispute internally
1. Review retainer agreement for fee structure
2. Document all costs advanced with receipts
3. Disputes go to managing attorney for resolution
4. Provide client with detailed closing statement showing all deductions
2. Document all costs advanced with receipts
3. Disputes go to managing attorney for resolution
4. Provide client with detailed closing statement showing all deductions
Settlement funds received but not moved to closing fast enough
1. Funds should be deposited to trust account upon receipt
2. Prepare closing statement immediately
3. Resolve all liens and reductions
4. Target 14–21 days from settlement check receipt to client disbursement
5. Client should never wait more than 30 days for disbursement after settlement
2. Prepare closing statement immediately
3. Resolve all liens and reductions
4. Target 14–21 days from settlement check receipt to client disbursement
5. Client should never wait more than 30 days for disbursement after settlement
10. Internal Systems & Compliance
Wrong case owner in Filevine
1. Verify correct CM assignment
2. Update owner immediately
3. If case was reassigned — complete handoff memo
4. Wrong owner = missed tasks, missed deadlines, no accountability
2. Update owner immediately
3. If case was reassigned — complete handoff memo
4. Wrong owner = missed tasks, missed deadlines, no accountability
Phase changed without completing prerequisite tasks
1. Moving a case forward without completing the current phase's work = fake progress
2. Audit the case against phase requirements before any phase change
3. Fake progress is tracked on your dashboard and reported to leadership
4. If prior phase work is incomplete — complete it or document why it can't be done
2. Audit the case against phase requirements before any phase change
3. Fake progress is tracked on your dashboard and reported to leadership
4. If prior phase work is incomplete — complete it or document why it can't be done
Task automation missing for a phase
1. Check if phase transition triggers exist for required tasks
2. If missing — Report to Ops for Filevine automation setup
3. Manual workaround: create tasks manually when entering new phase
4. Don't wait for automation to do the work that needs doing now
2. If missing — Report to Ops for Filevine automation setup
3. Manual workaround: create tasks manually when entering new phase
4. Don't wait for automation to do the work that needs doing now
Notes exist in activity but key fields not updated
1. Notes without field updates = invisible to reporting and Delta scoring
2. When logging activity, ALSO update the corresponding Filevine fields
3. Fields drive dashboards, metrics, and case health — notes alone don't
4. Self-audit: compare your notes to field values weekly
2. When logging activity, ALSO update the corresponding Filevine fields
3. Fields drive dashboards, metrics, and case health — notes alone don't
4. Self-audit: compare your notes to field values weekly
Cases reassigned with no handoff memo
1. Every reassignment requires a written handoff memo
2. Include: case status, pending tasks, client temperament, deadlines
3. Receiving CM should review the file within 48 hours
4. Dropped cases after reassignment = both CMs' responsibility
2. Include: case status, pending tasks, client temperament, deadlines
3. Receiving CM should review the file within 48 hours
4. Dropped cases after reassignment = both CMs' responsibility
Intake team and case team telling different stories
1. Compare intake notes to case file
2. Resolve discrepancies by contacting the client
3. Update Filevine with verified information
4. If pattern → Ops review of intake-to-case handoff process
2. Resolve discrepancies by contacting the client
3. Update Filevine with verified information
4. If pattern → Ops review of intake-to-case handoff process
Duplicate case / duplicate matter opened
1. Identify which is the correct/primary case
2. Merge relevant notes and docs into primary
3. Close the duplicate
4. Verify no tasks or deadlines exist only on the duplicate
2. Merge relevant notes and docs into primary
3. Close the duplicate
4. Verify no tasks or deadlines exist only on the duplicate
Template or document version outdated
1. Use only firm-approved current templates
2. If you spot an outdated template — Report to Ops immediately
3. Don't modify templates on your own — request updates through proper channels
4. Outdated LORs, authorizations, or retainers can create legal issues
2. If you spot an outdated template — Report to Ops immediately
3. Don't modify templates on your own — request updates through proper channels
4. Outdated LORs, authorizations, or retainers can create legal issues
SOL or notice deadline approaching
HIGHEST PRIORITY — MALPRACTICE RISK
1. Verify exact deadline
2. Attorney must be notified immediately
3. If suit filing needed — begin preparation immediately
4. Government claims may have shorter notice periods (ante litem)
5. Document all actions taken to meet the deadline
1. Verify exact deadline
2. Attorney must be notified immediately
3. If suit filing needed — begin preparation immediately
4. Government claims may have shorter notice periods (ante litem)
5. Document all actions taken to meet the deadline
Government claim / ante litem notice issue
1. Claims against government entities have SHORT notice deadlines
2. GA: Ante litem notice within 12 months of incident for state, varies for local
3. TX: Notice within 6 months for government tort claims
4. LA: Check specific governmental entity requirements
5. Missing ante litem = claim barred forever. Attorney must handle immediately.
2. GA: Ante litem notice within 12 months of incident for state, varies for local
3. TX: Notice within 6 months for government tort claims
4. LA: Check specific governmental entity requirements
5. Missing ante litem = claim barred forever. Attorney must handle immediately.
HIPAA / privacy issue
1. Ensure all medical authorizations are current and properly executed
2. Do not share medical records with unauthorized parties
3. Verify records requests include valid authorization
4. If breach suspected — Attorney and Ops notification immediately
2. Do not share medical records with unauthorized parties
3. Verify records requests include valid authorization
4. If breach suspected — Attorney and Ops notification immediately
Trust accounting / IOLTA handling issue
IMMEDIATE ATTORNEY/MANAGEMENT INVOLVEMENT
1. Trust account rules are strict and non-negotiable
2. Client funds must never be commingled with operating funds
3. Every disbursement must be documented and authorized
4. Trust account violations = bar discipline — report any irregularity immediately
1. Trust account rules are strict and non-negotiable
2. Client funds must never be commingled with operating funds
3. Every disbursement must be documented and authorized
4. Trust account violations = bar discipline — report any irregularity immediately
No escalation path for stuck cases
1. If a case has been stalled for 14+ days with no progress — escalate
2. Escalation chain: CM Lead → Operations → Managing Attorney
3. Document what's blocking progress and what you've already tried
4. A stuck case is everyone's problem. Don't sit on it silently.
2. Escalation chain: CM Lead → Operations → Managing Attorney
3. Document what's blocking progress and what you've already tried
4. A stuck case is everyone's problem. Don't sit on it silently.
KPI says case is moving but required legal work is absent
1. Field updates without actual work = gaming the system
2. Delta scoring is designed to catch this — it cross-references data points
3. If you see this on someone else's cases — report it
4. If it's happening on your cases — stop and do the actual work
5. This is taken very seriously by leadership
2. Delta scoring is designed to catch this — it cross-references data points
3. If you see this on someone else's cases — report it
4. If it's happening on your cases — stop and do the actual work
5. This is taken very seriously by leadership
THE JR LAW GROUP · CASE MANAGER PORTAL v3 · CONFIDENTIAL · Generated 2026-03-27 21:55