TODAY
Fix Today — Firm-Level Escalations
46 itemsWhat qualifies as Fix Today for leadership: SOL critical cases (must escalate to attorney today) · Demand-ready cases (file now) · Attorney-flagged strategy items · Settlement disbursement stuck >16 weeks · Critical cases with 30+ days no activity · Reduction requests overdue. These are items CMs alone cannot resolve.
All ({len(ft)})ATTORNEY REVIEW (10)DEMAND READY (6)REDUCTION OVERDUE (8)SETTLEMENT STUCK (10)SOL CRITICAL (10)STALE CRITICAL (2)
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Treatment (MRI Review)
SOL CRITICAL — 12 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Princess Robinson · Litigation
SOL CRITICAL — 5 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Settlement
SOL CRITICAL — 27 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 27 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Demand Drafted
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Alexis Gorman · Demand Drafted
SOL CRITICAL — 26 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Settlement Disbursement
SOL CRITICAL — 0 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Allanah Spirit · Demand Drafted
SOL CRITICAL — 5 days left
→ Escalate to attorney IMMEDIATELY
DEMAND READY
Princess Robinson · Demand Drafted
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment Complete
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Alexis Gorman · Demand Drafted
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Allanah Spirit · Litigation
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment (Injections / PM)
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment Complete
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
ATTORNEY REVIEW
Shawn Taylor · Settlement
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Allanah Spirit · Treatment (Injections / PM)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Shawn Taylor · Settlement Disbursement
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Hewitt Mesfin · Write Demand
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Cyarra Walters · Litigation
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Alexis Gorman · Treatment (Evaluations)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Hewitt Mesfin · Treatment (Injections / PM)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Litigation
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Demand Drafted
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Treatment (Evaluations)
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 101w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 56w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 56w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 55w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 51w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 51w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 48w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
STALE CRITICAL
Cyarra Walters · Litigation
Critical health + no activity in 30+ days — needs ownership
→ Review for reassignment or CM accountability
STALE CRITICAL
Cyarra Walters · Treatment (MRI Review)
Critical health + no activity in 30+ days — needs ownership
→ Review for reassignment or CM accountability
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Princess Robinson · Settlement
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Hewitt Mesfin · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Cyarra Walters · Litigation
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Cyarra Walters · Settlement Disbursement
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
51.7
Firm Delta
544
Total Cases
330
SLA Overdue
46
Critical Health
358
Fake Progress
10
SOL Critical
46
Fix Today
TEAM
Case Manager Comparison
Cyarra
40.5
Delta Score
Cases147
Critical9
Overdue93 (63.3%)
Fake Prog52 (35.4%)
Billed$4,515,409
Rev 96.2%
Hlth 6.8%
Time 0.0%
Alexis
54.5
Delta Score
Cases60
Critical6
Overdue44 (73.3%)
Fake Prog45 (75.0%)
Billed$2,025,996
Rev 100.0%
Hlth 31.0%
Time 17.2%
Princess
55.3
Delta Score
Cases85
Critical11
Overdue52 (61.2%)
Fake Prog67 (78.8%)
Billed$2,794,360
Rev 92.3%
Hlth 31.5%
Time 29.6%
Hewitt
54.4
Delta Score
Cases81
Critical10
Overdue43 (53.1%)
Fake Prog53 (65.4%)
Billed$2,167,228
Rev 100.0%
Hlth 22.0%
Time 26.0%
Allanah
50.4
Delta Score
Cases82
Critical6
Overdue60 (73.2%)
Fake Prog72 (87.8%)
Billed$990,722
Rev 94.1%
Hlth 24.2%
Time 18.2%
INTEL
Ops Intel — Flagged Notes
1 note 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.
▸ Strategy#ops-strategy #ops-escalation2026-03-26
CMOperations
PhaseTreatment Complete
Health🟠 HIGH RISK
SLAOverdue
Coverage100000
Billed$62,000
Age30 weeks
Flag🔴 FAKE PROGRESS
Test Note
Need guidance on next steps for this test case. Client was involved in a hit-and-run and we have surveillance footage from a nearby business but the license plate is partially obscured. Should we engage a forensic video specialist to enhance the footage before sending to the adjuster, or should we file a police report supplement first? Also need to know if this is something we escalate to JR directly given the liability complexity.
— Operations · Open in Filevine ↗
The JR Law Group — Firm Overview
Office Manager View · March 27, 2026
Firm Delta 51.7 — PERFORMING
544 total cases · $12,877,707 billed
51.7
Firm Δ
51.7
Firm Delta
544
Total Cases
330
SLA Overdue
46
Critical Health
358
Fake Progress
10
SOL Critical
46
Fix Today
TEAM
Case Manager Comparison
Cyarra
40.5
Delta Score
Cases147
Critical9
Overdue93 (63.3%)
Fake Prog52 (35.4%)
Billed$4,515,409
Rev 96.2%
Hlth 6.8%
Time 0.0%
Alexis
54.5
Delta Score
Cases60
Critical6
Overdue44 (73.3%)
Fake Prog45 (75.0%)
Billed$2,025,996
Rev 100.0%
Hlth 31.0%
Time 17.2%
Princess
55.3
Delta Score
Cases85
Critical11
Overdue52 (61.2%)
Fake Prog67 (78.8%)
Billed$2,794,360
Rev 92.3%
Hlth 31.5%
Time 29.6%
Hewitt
54.4
Delta Score
Cases81
Critical10
Overdue43 (53.1%)
Fake Prog53 (65.4%)
Billed$2,167,228
Rev 100.0%
Hlth 22.0%
Time 26.0%
Allanah
50.4
Delta Score
Cases82
Critical6
Overdue60 (73.2%)
Fake Prog72 (87.8%)
Billed$990,722
Rev 94.1%
Hlth 24.2%
Time 18.2%
PREP
CM Meeting Prep — What to Cover with Each Manager
Quick action checklist for your 1-on-1s. Items sorted by priority: red = address first, orange = important follow-up.
Cyarra Δ40.5
9 critical health cases
52 fake progress flags (35%)
111 provider dates not entered
26 bill amounts = $0 in Filevine
5 reduction requests overdue
Alexis Δ54.5
6 critical health cases
45 fake progress flags (75%)
48 provider dates not entered
7 bill amounts = $0 in Filevine
1 cases demand-ready to file
Princess Δ55.3
11 critical health cases
67 fake progress flags (79%)
62 provider dates not entered
20 bill amounts = $0 in Filevine
4 cases demand-ready to file
1 reduction requests overdue
Hewitt Δ54.4
10 critical health cases
53 fake progress flags (65%)
58 provider dates not entered
16 bill amounts = $0 in Filevine
1 reduction requests overdue
Allanah Δ50.4
6 critical health cases
72 fake progress flags (88%)
42 provider dates not entered
29 bill amounts = $0 in Filevine
1 cases demand-ready to file
6 reduction requests overdue
Cyarra Walters · Personal Case Book · 147 Cases
40.5
Delta
147
Total Cases
58
Fix Today
147
Open Tasks
$4,513,984
Billed
$1,143,247
Over Policy
52
Fake Progress
Δ
Delta Score Breakdown
StatusDEVELOPING — Consistent Follow-Up Required
Revenue (40%)
96.2%
Health (30%)
6.8%
Time/SLA (30%)
0.0%
CM-owned: 59 cases · Paralegal: 88 cases
HLTH
Case Health
21
Healthy
41
High Risk
9
Critical
100
Stale
AGE
Case Age Distribution
Avg: 588 days · Median: 582 days
0
0–45d
45-DAY PAYDAY
0
46–90d
90-DAY QUICK TURN
0
91–120d
ESCALATION ZONE
0
121–180d
12
181–365d
135
365d+
PIPE
Phase Pipeline
Settlement Disbursement
44 · 35.2w avg · 0% overdue
Treatment (MRI Review)
29 · 83.9w avg · 100% overdue
Litigation
23 · 36.7w avg · 100% overdue
Demand Drafted
19 · 21.7w avg · 100% overdue
Liability Negotiation
10 · 37.4w avg · 100% overdue
Settlement
9 · 12.8w avg · 0% overdue
Treatment Complete
7 · 84.6w avg · 100% overdue
Retained (Documents Signe
3 · 53.3w avg · 100% overdue
Pre-Lit
1 · 8.0w avg · 100% overdue
Referred Out
1 · 47.0w avg · 0% overdue
Treatment (Evaluations)
1 · 25.0w avg · 100% overdue
RED
Reduction Performance
0
Providers
0.0%
Reduction Rate
0
Good (≥70%)
0
Weak (<50%)
SLA
SLA & Priority
54
Within SLA
93
SLA Overdue
0
SOL Watch
FIN
Firm Financial Overview
$12.88M
Total Billed
544 cases
$2.82M
Over-Policy Exposure
20 cases
$574,300
Settlements Recorded
120 in settlement/disb.
$572,525
Total Liens
Across all active cases
Revenue Pipeline by Phase
Demand / Negotiation
121 cases · $4,082,872 billed
Settlement / Disburse
120 cases · $3,223,624 billed
Litigation
40 cases · $2,748,884 billed
Treatment
174 cases · $2,615,197 billed
SETTLE
Settlement Pipeline — 25 Cases
$3,223,624 billedCases in Settlement and Settlement Disbursement. Long dwell time = delayed revenue. Flag anything over 16 weeks.
READY
Pre-Demand Ready — 6 Cases
These cases meet all criteria to file demand immediately. Filing demand is a direct revenue unlock. Assign to paralegal today.
| Case | CM | Phase | Weeks in Pipeline | Action |
|---|---|---|---|---|
| Al-Malik Haakim Freeman ↗ SettlementLiensExpensesInsuranceEmail | Princess Robinson | Demand Drafted | 23w | Assign paralegal — file demand now |
| Alonzo Jackson ↗ SettlementLiensExpensesInsuranceEmail | Princess Robinson | Treatment Complete | 5w | Assign paralegal — file demand now |
| Linda Colbert MVA ↗ SettlementLiensExpensesInsuranceEmail | Alexis Gorman | Demand Drafted | 43w | Assign paralegal — file demand now |
| Porche Clark ↗ SettlementLiensExpensesInsuranceEmail | Allanah Spirit | Litigation | 117w | Assign paralegal — file demand now |
| Raymond Ryan AIRPORT ↗ SettlementLiensExpensesInsuranceEmail | Princess Robinson | Treatment (Injections | 41w | Assign paralegal — file demand now |
| Shantae Stephens ↗ SettlementLiensExpensesInsuranceEmail | Princess Robinson | Treatment Complete | 6w | Assign paralegal — file demand now |
DEMAND
Demand Pipeline — 25 Cases
$4,082,872 billedActive cases in Demand Drafted, Liability Negotiation, and Write Demand phases.
EXPO
Over-Policy Exposure — 20 Cases
Cases where billed amounts exceed policy limits. Total firm exposure: $2,817,568. These require strategic review.
| Case | CM | Phase | Billed | Coverage | Over Policy |
|---|---|---|---|---|---|
| Hynnesia Garmon ↗ InsuranceMedicalLiensEmail | Hewitt Mesfin | Treatment Complete | $240,619 | $0 | $240,619 over |
| Chiquita Cheek MVA ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Litigation | $375,907 | $200,000 | $175,907 over |
| Patreace Bowles SLIP AND FALL ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Litigation | $130,275 | $0 | $130,275 over |
| Lydia Merrett ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Litigation | $122,863 | $0 | $122,863 over |
| Etienne Jacques- MVA 2 Commercial ↗ InsuranceMedicalLiensEmail | Alexis Gorman | Litigation | $216,780 | $100,000 | $116,780 over |
| Katerina Brodaric ↗ InsuranceMedicalLiensEmail | Hewitt Mesfin | Settlement | $122,093 | $25,000 | $97,093 over |
| Quinton Bulter MVA 2 ↗ InsuranceMedicalLiensEmail | Hewitt Mesfin | Demand Drafted | $58,982 | $0 | $58,982 over |
| Zalma Cruz-Chavez MVA ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Settlement Disbursem | $54,530 | $0 | $54,530 over |
| Chalana Ector DOG BITE ↗ InsuranceMedicalLiensEmail | Allanah Spirit | Demand Drafted | $53,256 | $0 | $53,256 over |
| Jessica Graham SLIP AND FALL ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Demand Drafted | $52,599 | $0 | $52,599 over |
| Raymond Ryan AIRPORT ↗ InsuranceMedicalLiensEmail | Princess Robinson | Treatment (Injection | $52,295 | $0 | $52,295 over |
| Shantae Stephens ↗ InsuranceMedicalLiensEmail | Princess Robinson | Treatment Complete | $75,171 | $25,000 | $50,171 over |
| Justin Strickland ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Demand Drafted | $45,835 | $0 | $45,835 over |
| Jillian Cauvin MVA ↗ InsuranceMedicalLiensEmail | Princess Robinson | Demand Drafted | $72,841 | $30,000 | $42,841 over |
| Jaylyn Gentry ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Litigation | $38,368 | $0 | $38,368 over |
| China Gonzales ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Treatment (MRI Revie | $59,897 | $25,000 | $34,897 over |
| Alfred Stewart MVA ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Demand Drafted | $34,630 | $0 | $34,630 over |
| Judith Anderson SLIP AND FALL ↗ InsuranceMedicalLiensEmail | Cyarra Walters | Demand Drafted | $34,509 | $0 | $34,509 over |
| Kayla Johnson MVA ↗ InsuranceMedicalLiensEmail | Hewitt Mesfin | Settlement | $32,146 | $0 | $32,146 over |
| Marquez Lenston MVA ↗ InsuranceMedicalLiensEmail | Alexis Gorman | Demand Drafted | $32,127 | $0 | $32,127 over |
SOL
Statute of Limitations — Firm Watch
159 casesCritical = ≤30 days · Urgent = ≤90 days. All critical cases require same-day attorney escalation.
| Case | CM | Phase | Days Left | Tier | Action |
|---|---|---|---|---|---|
| Trevvour Garner ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 0d | CRITICAL | Escalate to attorney NOW |
| Latrita Foster ↗ SummaryLitigationActivityEmail | Princess Robinson | Litigation | 5d | CRITICAL | Escalate to attorney NOW |
| Roshanda Thomas ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 5d | CRITICAL | Escalate to attorney NOW |
| Latrita Foster ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 12d | CRITICAL | Escalate to attorney NOW |
| Aeryial Spencer ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 25d | CRITICAL | Escalate to attorney NOW |
| Shacree Dennis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 25d | CRITICAL | Escalate to attorney NOW |
| Tamiria Williams ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 25d | CRITICAL | Escalate to attorney NOW |
| Tonya Alexander ↗ SummaryLitigationActivityEmail | Alexis Gorman | Demand Drafted | 26d | CRITICAL | Escalate to attorney NOW |
| Prince Jones ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 27d | CRITICAL | Escalate to attorney NOW |
| Ruben Sullivan ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 27d | CRITICAL | Escalate to attorney NOW |
| Abdul Withers ↗ SummaryLitigationActivityEmail | Shawn Taylor | Settlement Disbursemen | 31d | URGENT | Attorney review this week |
| Ianna Sproul (minor) ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 32d | URGENT | Attorney review this week |
| Nevaeh Sampson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 32d | URGENT | Attorney review this week |
| Pamela Battle ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 32d | URGENT | Attorney review this week |
| Reginald Stone Jr ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 32d | URGENT | Attorney review this week |
| Kaleb Pruitt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 34d | URGENT | Attorney review this week |
| Reginald Slaughter ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 41d | URGENT | Attorney review this week |
| Carla Elena Perez ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 42d | URGENT | Attorney review this week |
| Tonya Alexander ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 42d | URGENT | Attorney review this week |
| Britni McDonald ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 45d | URGENT | Attorney review this week |
| Tyren Jackson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 57d | URGENT | Attorney review this week |
| Caleitha Berry ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 60d | URGENT | Attorney review this week |
| Kaleb Pruitt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 60d | URGENT | Attorney review this week |
| Randon Davis ↗ SummaryLitigationActivityEmail | Allanah Spirit | Litigation | 60d | URGENT | Attorney review this week |
| Keyetta Robinson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 65d | URGENT | Attorney review this week |
| Taiya Tang ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement | 66d | URGENT | Attorney review this week |
| Valencia Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 68d | URGENT | Attorney review this week |
| Desmond Russell ↗ SummaryLitigationActivityEmail | Allanah Spirit | Litigation | 71d | URGENT | Attorney review this week |
| Crystal Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 79d | URGENT | Attorney review this week |
| Sophia Smith ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 80d | URGENT | Attorney review this week |
| Christine Noel ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 81d | URGENT | Attorney review this week |
| Raniyah Corprew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 83d | URGENT | Attorney review this week |
| Nateya Hargett ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 85d | URGENT | Attorney review this week |
| Stefan Brathwaite ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 87d | URGENT | Attorney review this week |
| Jameisha Easterling ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 89d | URGENT | Attorney review this week |
| Glenda Baum ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 90d | URGENT | Attorney review this week |
| Yvette Triplett ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 90d | URGENT | Attorney review this week |
| Charla Anderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 96d | WATCH | Monitor |
| Christopher Wells ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 102d | WATCH | Monitor |
| Wilbart McCoy II ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 102d | WATCH | Monitor |
| Luis F Flores-Lawton ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 111d | WATCH | Monitor |
| Jordyn Rogers ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 115d | WATCH | Monitor |
| Antwrius Hardeman ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 119d | WATCH | Monitor |
| Martrice Head ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 120d | WATCH | Monitor |
| Kelli Hayes ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 122d | WATCH | Monitor |
| Calvin Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 129d | WATCH | Monitor |
| Valencia Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 129d | WATCH | Monitor |
| Angela Randolph ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 139d | WATCH | Monitor |
| Koran Willis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 144d | WATCH | Monitor |
| Lakeira Howard ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 144d | WATCH | Monitor |
| Jessica Graham ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 147d | WATCH | Monitor |
| Carlos Shaw ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 148d | WATCH | Monitor |
| Rochelle Massinello ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 148d | WATCH | Monitor |
| Demaris Pool ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 151d | WATCH | Monitor |
| Jahreese Woods ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 168d | WATCH | Monitor |
| Jhamir Askew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Treatment (MRI Review) | 168d | WATCH | Monitor |
| kontricer Askew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Demand Drafted | 168d | WATCH | Monitor |
| Erica Grimes ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 169d | WATCH | Monitor |
| Shaikh Azher ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 169d | WATCH | Monitor |
| Patreace Bowles ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 170d | WATCH | Monitor |
| Kendice Armstrong ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 174d | WATCH | Monitor |
| Quinton Butler ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Litigation | 176d | WATCH | Monitor |
| Brandon Campbell ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 177d | WATCH | Monitor |
| Crim Pharen ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 177d | WATCH | Monitor |
| Paul Earl ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 179d | WATCH | Monitor |
| Preston Earl ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 179d | WATCH | Monitor |
| Nyiesha Williams ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 180d | WATCH | Monitor |
| Mario Davis II ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 182d | WATCH | Monitor |
| Demetrius Green ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 183d | WATCH | Monitor |
| Manuel Nunez ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 184d | WATCH | Monitor |
| Keiona Greene ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 190d | WATCH | Monitor |
| Koran Willis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 203d | WATCH | Monitor |
| Helen Booker ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 207d | WATCH | Monitor |
| Keyuana Goolsby ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 209d | WATCH | Monitor |
| Paislee Graves ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 211d | WATCH | Monitor |
| Tashara Jones ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 212d | WATCH | Monitor |
| Shaina Smith ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 214d | WATCH | Monitor |
| Deidra Robinson ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 215d | WATCH | Monitor |
| Vivian Griffis ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment Complete | 215d | WATCH | Monitor |
| Brianna Jackson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment (Injections | 221d | WATCH | Monitor |
| Rita Landry ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment (Evaluations | 221d | WATCH | Monitor |
| Bailey Robinson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 229d | WATCH | Monitor |
| Nyema Robinson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 229d | WATCH | Monitor |
| Phillip A. Jones ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 229d | WATCH | Monitor |
| Willie Swanson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 236d | WATCH | Monitor |
| Curtis Barnes ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 237d | WATCH | Monitor |
| Shaquinta Wallace ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 237d | WATCH | Monitor |
| Merry-Ann Aniagboso ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 241d | WATCH | Monitor |
| Pauline Aniagboso ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 241d | WATCH | Monitor |
| Francis Pollard ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment Complete | 244d | WATCH | Monitor |
| Shanda Charles ↗ SummaryLitigationActivityEmail | Allanah Spirit | Write Demand | 244d | WATCH | Monitor |
| Shannon Short ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 244d | WATCH | Monitor |
| Angela Wimberly ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 247d | WATCH | Monitor |
| Brianna Jackson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 247d | WATCH | Monitor |
| Christopher Dawson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 247d | WATCH | Monitor |
| Ericka Henderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 247d | WATCH | Monitor |
| Jaliyah Stanley ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 247d | WATCH | Monitor |
| Jamari Stanley ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 247d | WATCH | Monitor |
| Deborah Hampton ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Treatment Complete | 248d | WATCH | Monitor |
| Laronda Zachery ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 248d | WATCH | Monitor |
| Shaliah M. Powell ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 249d | WATCH | Monitor |
| Jadea Hamilton ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 255d | WATCH | Monitor |
| Sharifa Grimmond ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 255d | WATCH | Monitor |
| Jacoby Whitsey ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 256d | WATCH | Monitor |
| Leandrea Pierre-Louis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Retained (Documents Si | 256d | WATCH | Monitor |
| Greg Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 261d | WATCH | Monitor |
| Sharon Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 261d | WATCH | Monitor |
| Trevis Miller ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 264d | WATCH | Monitor |
| Jaime Omarpazcardona ↗ SummaryLitigationActivityEmail | Cyarra Walters | Retained (Documents Si | 264d | WATCH | Monitor |
| Angela Scott ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 267d | WATCH | Monitor |
| Kaylee Gianna Scott ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 267d | WATCH | Monitor |
| King Brown ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Demand Drafted | 267d | WATCH | Monitor |
| Valentina Solorzano MINOR ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 267d | WATCH | Monitor |
| Johnny Verdell ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 270d | WATCH | Monitor |
| Jordyn Rogers ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 276d | WATCH | Monitor |
| Denise Adams ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 278d | WATCH | Monitor |
| Diana Planter ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 285d | WATCH | Monitor |
| Jennifer Jenkins ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 285d | WATCH | Monitor |
| Nasir Arnold ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 285d | WATCH | Monitor |
| Derick Grider ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 298d | WATCH | Monitor |
| Sharmethea Mcswain ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 298d | WATCH | Monitor |
| Judith Anderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 299d | WATCH | Monitor |
| Chozen Cuthbertson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Jessica Graham ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Marco Cuthbertson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Nadia Hayes ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 305d | WATCH | Monitor |
| Etienne Jacques- MVA ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 309d | WATCH | Monitor |
| Janayer Alexis-Pegues ↗ SummaryLitigationActivityEmail | Cyarra Walters | Pre-Lit | 309d | WATCH | Monitor |
| Talic Pegues ↗ SummaryLitigationActivityEmail | Princess Robinson | Pre-Lit | 309d | WATCH | Monitor |
| Allen Wilson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 310d | WATCH | Monitor |
| Almeda Wilson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 310d | WATCH | Monitor |
| Richard John Wershe ↗ SummaryLitigationActivityEmail | Allanah Spirit | Liability Negotiation | 312d | WATCH | Monitor |
| Alana Young ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Pre-Lit | 315d | WATCH | Monitor |
| Carlie Maltese ↗ SummaryLitigationActivityEmail | Shawn Taylor | Retained (Documents Si | 316d | WATCH | Monitor |
| Kaylah Gooden ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 318d | WATCH | Monitor |
| David Shortlidge ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 321d | WATCH | Monitor |
| Gloria Deen ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 321d | WATCH | Monitor |
| Mauricio Chaves ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 321d | WATCH | Monitor |
| Bridget Prenatt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 323d | WATCH | Monitor |
| Francis Pollard ↗ SummaryLitigationActivityEmail | Shawn Taylor | Lead (Intake) | 327d | WATCH | Monitor |
| Jequavious Gant ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 328d | WATCH | Monitor |
| Clay Harris ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 330d | WATCH | Monitor |
| Leandrea Pierre-Louis ↗ SummaryLitigationActivityEmail | Princess Robinson | Liability Negotiation | 332d | WATCH | Monitor |
| Sade Joseph ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 335d | WATCH | Monitor |
| Stephanie Parker ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 335d | WATCH | Monitor |
| Elizabeth Wilson ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Demand Drafted | 338d | WATCH | Monitor |
| Paul Tubbs ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 342d | WATCH | Monitor |
| Derrick Smith ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 347d | WATCH | Monitor |
| Alfred Stewart ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 348d | WATCH | Monitor |
| Steven Johnson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Pre-Lit | 349d | WATCH | Monitor |
| Jacquelyn Rose ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Liability Negotiation | 350d | WATCH | Monitor |
| Keyana Howard ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 352d | WATCH | Monitor |
| Anastasia Southwick ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 354d | WATCH | Monitor |
| Jacqueline Pippins ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 357d | WATCH | Monitor |
| Jillian McDonald ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 357d | WATCH | Monitor |
| Jahla Pippins ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 358d | WATCH | Monitor |
| Valeria Munoz ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 362d | WATCH | Monitor |
| Robin James ↗ SummaryLitigationActivityEmail | Princess Robinson | Litigation | 364d | WATCH | Monitor |
| Maurice Clayton ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 365d | WATCH | Monitor |
CRIT
Critical Health — 46 Cases Firm-Wide
HLTH
Team Health Comparison
| Case Manager | Delta | Cases | Revenue % | Health % | Time % | Critical | Overdue % | Fake % | Avg Age | Total Billed |
|---|---|---|---|---|---|---|---|---|---|---|
| Cyarra Walters | 40.5 | 147 | 96.2% | 6.8% | 0.0% | 9 | 63.3% | 35.4% | 83.6w | $4,515,409 |
| Alexis Gorman | 54.5 | 60 | 100.0% | 31.0% | 17.2% | 6 | 73.3% | 75.0% | 46.4w | $2,025,996 |
| Princess Robinson | 55.3 | 85 | 92.3% | 31.5% | 29.6% | 11 | 61.2% | 78.8% | 30.2w | $2,794,360 |
| Hewitt Mesfin | 54.4 | 81 | 100.0% | 22.0% | 26.0% | 10 | 53.1% | 65.4% | 36.4w | $2,167,228 |
| Allanah Spirit | 50.4 | 82 | 94.1% | 24.2% | 18.2% | 6 | 73.2% | 87.8% | 25.7w | $990,722 |
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.
Cyarra Walters
147 cases · 147 active · 93 SLA overdue · 52 fake progress
1.4%
Action Rate
ACTION REQUIRED
Core Activity
0
Phase
Advances
Advances
0/ 10
Bills Req
/ Needed
/ Needed
0/ 121
Records Req
/ Needed
/ Needed
0/ 144
Reductions
/ Eligible
/ Eligible
1/ 23
Tasks
Done
Done
Uploads & Data Fixes
0/ 131
Bills/Recs
Uploaded
Uploaded
0/ 54
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
1
Archived /
Moved
Moved
134/ 147
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
10/ 147
$0 Bills
142/ 147
$0 Reductions
95/ 147
$0 Expenses
141/ 147
$0 Settlements
108/ 147
$0 Liens
🔴 134 of 147 active cases show ZERO movement
🔴 0 reduction requests — 144 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 54 cases missing policy limits (37%)
🟠 52 cases flagged as fake progress (35%)
🟠 54 cases over policy limits
Alexis Gorman
60 cases · 60 active · 44 SLA overdue · 45 fake progress
30.0%
Action Rate
DEVELOPING
Core Activity
3
Phase
Advances
Advances
0/ 7
Bills Req
/ Needed
/ Needed
0/ 60
Records Req
/ Needed
/ Needed
0/ 55
Reductions
/ Eligible
/ Eligible
10/ 47
Tasks
Done
Done
Uploads & Data Fixes
0/ 67
Bills/Recs
Uploaded
Uploaded
0/ 21
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
5
Archived /
Moved
Moved
28/ 60
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
7/ 60
$0 Bills
59/ 60
$0 Reductions
34/ 60
$0 Expenses
60/ 60
$0 Settlements
47/ 60
$0 Liens
🔴 0 reduction requests — 55 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 21 cases missing policy limits (35%)
🟠 45 cases flagged as fake progress (75%)
🟠 21 cases over policy limits
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
Hewitt Mesfin
81 cases · 81 active · 43 SLA overdue · 53 fake progress
43.2%
Action Rate
DEVELOPING
Core Activity
13
Phase
Advances
Advances
0/ 16
Bills Req
/ Needed
/ Needed
0/ 80
Records Req
/ Needed
/ Needed
0/ 76
Reductions
/ Eligible
/ Eligible
16/ 61
Tasks
Done
Done
Uploads & Data Fixes
0/ 96
Bills/Recs
Uploaded
Uploaded
0/ 26
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
6
Archived /
Moved
Moved
54/ 81
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
16/ 81
$0 Bills
79/ 81
$0 Reductions
68/ 81
$0 Expenses
81/ 81
$0 Settlements
70/ 81
$0 Liens
🔴 54 of 81 active cases show ZERO movement
🔴 0 reduction requests — 76 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 26 cases missing policy limits (32%)
🟠 53 cases flagged as fake progress (65%)
🟠 23 cases over policy limits
Allanah Spirit
82 cases · 82 active · 60 SLA overdue · 72 fake progress
78.0%
Action Rate
PERFORMING
Core Activity
11
Phase
Advances
Advances
1/ 19
Bills Req
/ Needed
/ Needed
2/ 66
Records Req
/ Needed
/ Needed
0/ 79
Reductions
/ Eligible
/ Eligible
49/ 98
Tasks
Done
Done
Uploads & Data Fixes
1/ 85
Bills/Recs
Uploaded
Uploaded
0/ 26
Policy Limits
Completed
Completed
0
Ops
Escalations
Escalations
0
Archived /
Moved
Moved
37/ 82
Zero-Action
Cases
Cases
$0 Amounts Remaining (Lower = Better)
19/ 82
$0 Bills
82/ 82
$0 Reductions
60/ 82
$0 Expenses
81/ 82
$0 Settlements
74/ 82
$0 Liens
🔴 0 reduction requests — 79 cases eligible
🔴 26 cases missing policy limits (32%)
🟠 72 cases flagged as fake progress (88%)
🟠 18 cases over policy limits
TODAY
Fix Today — Firm-Level Escalations
46 itemsWhat qualifies as Fix Today for leadership: SOL critical cases (must escalate to attorney today) · Demand-ready cases (file now) · Attorney-flagged strategy items · Settlement disbursement stuck >16 weeks · Critical cases with 30+ days no activity · Reduction requests overdue. These are items CMs alone cannot resolve.
All ({len(ft)})ATTORNEY REVIEW (10)DEMAND READY (6)REDUCTION OVERDUE (8)SETTLEMENT STUCK (10)SOL CRITICAL (10)STALE CRITICAL (2)
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Treatment (MRI Review)
SOL CRITICAL — 12 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Princess Robinson · Litigation
SOL CRITICAL — 5 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Settlement
SOL CRITICAL — 27 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 27 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Demand Drafted
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Litigation
SOL CRITICAL — 25 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Alexis Gorman · Demand Drafted
SOL CRITICAL — 26 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Cyarra Walters · Settlement Disbursement
SOL CRITICAL — 0 days left
→ Escalate to attorney IMMEDIATELY
SOL CRITICAL
Allanah Spirit · Demand Drafted
SOL CRITICAL — 5 days left
→ Escalate to attorney IMMEDIATELY
DEMAND READY
Princess Robinson · Demand Drafted
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment Complete
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Alexis Gorman · Demand Drafted
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Allanah Spirit · Litigation
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment (Injections / PM)
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
DEMAND READY
Princess Robinson · Treatment Complete
All criteria met — demand ready to file
→ Assign paralegal to draft & file demand
ATTORNEY REVIEW
Shawn Taylor · Settlement
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Allanah Spirit · Treatment (Injections / PM)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Shawn Taylor · Settlement Disbursement
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Hewitt Mesfin · Write Demand
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Cyarra Walters · Litigation
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Alexis Gorman · Treatment (Evaluations)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Hewitt Mesfin · Treatment (Injections / PM)
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Litigation
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Demand Drafted
Attorney strategy flagged: 1
→ Attorney review required — strategy decision needed
ATTORNEY REVIEW
Princess Robinson · Treatment (Evaluations)
Attorney strategy flagged:
→ Attorney review required — strategy decision needed
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 101w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 56w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 56w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 55w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 51w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 51w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 49w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
SETTLEMENT STUCK
Cyarra Walters · Settlement Disbursement
Settlement disbursement stuck — 48w in phase (SLA: 8w)
→ Follow up on disbursement hold — client waiting
STALE CRITICAL
Cyarra Walters · Litigation
Critical health + no activity in 30+ days — needs ownership
→ Review for reassignment or CM accountability
STALE CRITICAL
Cyarra Walters · Treatment (MRI Review)
Critical health + no activity in 30+ days — needs ownership
→ Review for reassignment or CM accountability
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Princess Robinson · Settlement
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Hewitt Mesfin · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Allanah Spirit · Demand Drafted
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Cyarra Walters · Litigation
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
REDUCTION OVERDUE
Cyarra Walters · Settlement Disbursement
Reduction request date overdue (7+ days)
→ CM to enter reduction request date in Filevine
SOL
Statute of Limitations — Firm Watch
159 casesCritical = ≤30 days · Urgent = ≤90 days. All critical cases require same-day attorney escalation.
| Case | CM | Phase | Days Left | Tier | Action |
|---|---|---|---|---|---|
| Trevvour Garner ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 0d | CRITICAL | Escalate to attorney NOW |
| Latrita Foster ↗ SummaryLitigationActivityEmail | Princess Robinson | Litigation | 5d | CRITICAL | Escalate to attorney NOW |
| Roshanda Thomas ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 5d | CRITICAL | Escalate to attorney NOW |
| Latrita Foster ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 12d | CRITICAL | Escalate to attorney NOW |
| Aeryial Spencer ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 25d | CRITICAL | Escalate to attorney NOW |
| Shacree Dennis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 25d | CRITICAL | Escalate to attorney NOW |
| Tamiria Williams ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 25d | CRITICAL | Escalate to attorney NOW |
| Tonya Alexander ↗ SummaryLitigationActivityEmail | Alexis Gorman | Demand Drafted | 26d | CRITICAL | Escalate to attorney NOW |
| Prince Jones ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 27d | CRITICAL | Escalate to attorney NOW |
| Ruben Sullivan ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 27d | CRITICAL | Escalate to attorney NOW |
| Abdul Withers ↗ SummaryLitigationActivityEmail | Shawn Taylor | Settlement Disbursemen | 31d | URGENT | Attorney review this week |
| Ianna Sproul (minor) ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 32d | URGENT | Attorney review this week |
| Nevaeh Sampson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 32d | URGENT | Attorney review this week |
| Pamela Battle ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 32d | URGENT | Attorney review this week |
| Reginald Stone Jr ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 32d | URGENT | Attorney review this week |
| Kaleb Pruitt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 34d | URGENT | Attorney review this week |
| Reginald Slaughter ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 41d | URGENT | Attorney review this week |
| Carla Elena Perez ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 42d | URGENT | Attorney review this week |
| Tonya Alexander ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 42d | URGENT | Attorney review this week |
| Britni McDonald ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 45d | URGENT | Attorney review this week |
| Tyren Jackson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 57d | URGENT | Attorney review this week |
| Caleitha Berry ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 60d | URGENT | Attorney review this week |
| Kaleb Pruitt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 60d | URGENT | Attorney review this week |
| Randon Davis ↗ SummaryLitigationActivityEmail | Allanah Spirit | Litigation | 60d | URGENT | Attorney review this week |
| Keyetta Robinson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 65d | URGENT | Attorney review this week |
| Taiya Tang ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement | 66d | URGENT | Attorney review this week |
| Valencia Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 68d | URGENT | Attorney review this week |
| Desmond Russell ↗ SummaryLitigationActivityEmail | Allanah Spirit | Litigation | 71d | URGENT | Attorney review this week |
| Crystal Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 79d | URGENT | Attorney review this week |
| Sophia Smith ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 80d | URGENT | Attorney review this week |
| Christine Noel ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 81d | URGENT | Attorney review this week |
| Raniyah Corprew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 83d | URGENT | Attorney review this week |
| Nateya Hargett ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 85d | URGENT | Attorney review this week |
| Stefan Brathwaite ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 87d | URGENT | Attorney review this week |
| Jameisha Easterling ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 89d | URGENT | Attorney review this week |
| Glenda Baum ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 90d | URGENT | Attorney review this week |
| Yvette Triplett ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 90d | URGENT | Attorney review this week |
| Charla Anderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 96d | WATCH | Monitor |
| Christopher Wells ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 102d | WATCH | Monitor |
| Wilbart McCoy II ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 102d | WATCH | Monitor |
| Luis F Flores-Lawton ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 111d | WATCH | Monitor |
| Jordyn Rogers ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 115d | WATCH | Monitor |
| Antwrius Hardeman ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 119d | WATCH | Monitor |
| Martrice Head ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 120d | WATCH | Monitor |
| Kelli Hayes ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 122d | WATCH | Monitor |
| Calvin Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 129d | WATCH | Monitor |
| Valencia Kendrick ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 129d | WATCH | Monitor |
| Angela Randolph ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 139d | WATCH | Monitor |
| Koran Willis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 144d | WATCH | Monitor |
| Lakeira Howard ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 144d | WATCH | Monitor |
| Jessica Graham ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 147d | WATCH | Monitor |
| Carlos Shaw ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 148d | WATCH | Monitor |
| Rochelle Massinello ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 148d | WATCH | Monitor |
| Demaris Pool ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 151d | WATCH | Monitor |
| Jahreese Woods ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 168d | WATCH | Monitor |
| Jhamir Askew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Treatment (MRI Review) | 168d | WATCH | Monitor |
| kontricer Askew ↗ SummaryLitigationActivityEmail | Alexis Gorman | Demand Drafted | 168d | WATCH | Monitor |
| Erica Grimes ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 169d | WATCH | Monitor |
| Shaikh Azher ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 169d | WATCH | Monitor |
| Patreace Bowles ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 170d | WATCH | Monitor |
| Kendice Armstrong ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 174d | WATCH | Monitor |
| Quinton Butler ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Litigation | 176d | WATCH | Monitor |
| Brandon Campbell ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 177d | WATCH | Monitor |
| Crim Pharen ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 177d | WATCH | Monitor |
| Paul Earl ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 179d | WATCH | Monitor |
| Preston Earl ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 179d | WATCH | Monitor |
| Nyiesha Williams ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 180d | WATCH | Monitor |
| Mario Davis II ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 182d | WATCH | Monitor |
| Demetrius Green ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 183d | WATCH | Monitor |
| Manuel Nunez ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 184d | WATCH | Monitor |
| Keiona Greene ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 190d | WATCH | Monitor |
| Koran Willis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 203d | WATCH | Monitor |
| Helen Booker ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 207d | WATCH | Monitor |
| Keyuana Goolsby ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 209d | WATCH | Monitor |
| Paislee Graves ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 211d | WATCH | Monitor |
| Tashara Jones ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 212d | WATCH | Monitor |
| Shaina Smith ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 214d | WATCH | Monitor |
| Deidra Robinson ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 215d | WATCH | Monitor |
| Vivian Griffis ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment Complete | 215d | WATCH | Monitor |
| Brianna Jackson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment (Injections | 221d | WATCH | Monitor |
| Rita Landry ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment (Evaluations | 221d | WATCH | Monitor |
| Bailey Robinson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 229d | WATCH | Monitor |
| Nyema Robinson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 229d | WATCH | Monitor |
| Phillip A. Jones ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 229d | WATCH | Monitor |
| Willie Swanson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 236d | WATCH | Monitor |
| Curtis Barnes ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 237d | WATCH | Monitor |
| Shaquinta Wallace ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 237d | WATCH | Monitor |
| Merry-Ann Aniagboso ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 241d | WATCH | Monitor |
| Pauline Aniagboso ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 241d | WATCH | Monitor |
| Francis Pollard ↗ SummaryLitigationActivityEmail | Allanah Spirit | Treatment Complete | 244d | WATCH | Monitor |
| Shanda Charles ↗ SummaryLitigationActivityEmail | Allanah Spirit | Write Demand | 244d | WATCH | Monitor |
| Shannon Short ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 244d | WATCH | Monitor |
| Angela Wimberly ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 247d | WATCH | Monitor |
| Brianna Jackson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 247d | WATCH | Monitor |
| Christopher Dawson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 247d | WATCH | Monitor |
| Ericka Henderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 247d | WATCH | Monitor |
| Jaliyah Stanley ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 247d | WATCH | Monitor |
| Jamari Stanley ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment Complete | 247d | WATCH | Monitor |
| Deborah Hampton ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Treatment Complete | 248d | WATCH | Monitor |
| Laronda Zachery ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 248d | WATCH | Monitor |
| Shaliah M. Powell ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 249d | WATCH | Monitor |
| Jadea Hamilton ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 255d | WATCH | Monitor |
| Sharifa Grimmond ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 255d | WATCH | Monitor |
| Jacoby Whitsey ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 256d | WATCH | Monitor |
| Leandrea Pierre-Louis ↗ SummaryLitigationActivityEmail | Cyarra Walters | Retained (Documents Si | 256d | WATCH | Monitor |
| Greg Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 261d | WATCH | Monitor |
| Sharon Johnson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 261d | WATCH | Monitor |
| Trevis Miller ↗ SummaryLitigationActivityEmail | Cyarra Walters | Litigation | 264d | WATCH | Monitor |
| Jaime Omarpazcardona ↗ SummaryLitigationActivityEmail | Cyarra Walters | Retained (Documents Si | 264d | WATCH | Monitor |
| Angela Scott ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 267d | WATCH | Monitor |
| Kaylee Gianna Scott ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 267d | WATCH | Monitor |
| King Brown ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Demand Drafted | 267d | WATCH | Monitor |
| Valentina Solorzano MINOR ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 267d | WATCH | Monitor |
| Johnny Verdell ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 270d | WATCH | Monitor |
| Jordyn Rogers ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 276d | WATCH | Monitor |
| Denise Adams ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 278d | WATCH | Monitor |
| Diana Planter ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 285d | WATCH | Monitor |
| Jennifer Jenkins ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement | 285d | WATCH | Monitor |
| Nasir Arnold ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 285d | WATCH | Monitor |
| Derick Grider ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 298d | WATCH | Monitor |
| Sharmethea Mcswain ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 298d | WATCH | Monitor |
| Judith Anderson ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 299d | WATCH | Monitor |
| Chozen Cuthbertson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Jessica Graham ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Marco Cuthbertson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 302d | WATCH | Monitor |
| Nadia Hayes ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 305d | WATCH | Monitor |
| Etienne Jacques- MVA ↗ SummaryLitigationActivityEmail | Alexis Gorman | Litigation | 309d | WATCH | Monitor |
| Janayer Alexis-Pegues ↗ SummaryLitigationActivityEmail | Cyarra Walters | Pre-Lit | 309d | WATCH | Monitor |
| Talic Pegues ↗ SummaryLitigationActivityEmail | Princess Robinson | Pre-Lit | 309d | WATCH | Monitor |
| Allen Wilson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 310d | WATCH | Monitor |
| Almeda Wilson ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 310d | WATCH | Monitor |
| Richard John Wershe ↗ SummaryLitigationActivityEmail | Allanah Spirit | Liability Negotiation | 312d | WATCH | Monitor |
| Alana Young ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Pre-Lit | 315d | WATCH | Monitor |
| Carlie Maltese ↗ SummaryLitigationActivityEmail | Shawn Taylor | Retained (Documents Si | 316d | WATCH | Monitor |
| Kaylah Gooden ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement Disbursemen | 318d | WATCH | Monitor |
| David Shortlidge ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 321d | WATCH | Monitor |
| Gloria Deen ↗ SummaryLitigationActivityEmail | Princess Robinson | Settlement | 321d | WATCH | Monitor |
| Mauricio Chaves ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 321d | WATCH | Monitor |
| Bridget Prenatt ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 323d | WATCH | Monitor |
| Francis Pollard ↗ SummaryLitigationActivityEmail | Shawn Taylor | Lead (Intake) | 327d | WATCH | Monitor |
| Jequavious Gant ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 328d | WATCH | Monitor |
| Clay Harris ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 330d | WATCH | Monitor |
| Leandrea Pierre-Louis ↗ SummaryLitigationActivityEmail | Princess Robinson | Liability Negotiation | 332d | WATCH | Monitor |
| Sade Joseph ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 335d | WATCH | Monitor |
| Stephanie Parker ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement | 335d | WATCH | Monitor |
| Elizabeth Wilson ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Demand Drafted | 338d | WATCH | Monitor |
| Paul Tubbs ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 342d | WATCH | Monitor |
| Derrick Smith ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Settlement Disbursemen | 347d | WATCH | Monitor |
| Alfred Stewart ↗ SummaryLitigationActivityEmail | Cyarra Walters | Demand Drafted | 348d | WATCH | Monitor |
| Steven Johnson ↗ SummaryLitigationActivityEmail | Allanah Spirit | Pre-Lit | 349d | WATCH | Monitor |
| Jacquelyn Rose ↗ SummaryLitigationActivityEmail | Hewitt Mesfin | Liability Negotiation | 350d | WATCH | Monitor |
| Keyana Howard ↗ SummaryLitigationActivityEmail | Cyarra Walters | Settlement Disbursemen | 352d | WATCH | Monitor |
| Anastasia Southwick ↗ SummaryLitigationActivityEmail | Princess Robinson | Demand Drafted | 354d | WATCH | Monitor |
| Jacqueline Pippins ↗ SummaryLitigationActivityEmail | Alexis Gorman | Settlement Disbursemen | 357d | WATCH | Monitor |
| Jillian McDonald ↗ SummaryLitigationActivityEmail | Alexis Gorman | Liability Negotiation | 357d | WATCH | Monitor |
| Jahla Pippins ↗ SummaryLitigationActivityEmail | Cyarra Walters | Liability Negotiation | 358d | WATCH | Monitor |
| Valeria Munoz ↗ SummaryLitigationActivityEmail | Allanah Spirit | Demand Drafted | 362d | WATCH | Monitor |
| Robin James ↗ SummaryLitigationActivityEmail | Princess Robinson | Litigation | 364d | WATCH | Monitor |
| Maurice Clayton ↗ SummaryLitigationActivityEmail | Cyarra Walters | Treatment (MRI Review) | 365d | WATCH | Monitor |
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 · OFFICE MANAGER PORTAL · CONFIDENTIAL · Generated 2026-03-27 21:55