Opening Files
We have flat fee agreements with these carriers.
Coalition, Arch & Tokio Marine, & sometimes Westfield
Where can we find invoices?
The Ledger in the ProLaw file
What parties get added to a consultation call invite?
C&W handling team, Insured, Insured's IT, forensic vendor, adjuster
____ has modified their scope process to include a calendar scheduler.
CIR
How do we mark Insured retention in the General tab
Retention amount goes into the Notes box with Billing checked at 100% for the Insured contact
What is the difference between a Coalition FF and Hourly Matter ID?
FF - 03515
Hourly - 03516
List two reasons why partners would not being added to Intake for consultation scheduling
Anyone listed as "no fly" on schedule
Partner is on PTO on Vacation calendar
Ernie or John
Chubb Spill Center reports get forwarded to ______
cyberclaimmanagers@chubb.com & cwcyber@c-wlaw.com
Bonner sends you an email with a new adverse party for a file. What do you do?
Create the new contact card in Prolaw (mark contact as adverse party), and send to cyberconflicts for an additional conflict check.
Files for which Carriers require the Rule Set in the Events Tab?
Chubb, Travelers, AXA XL, Westfield & Everest
How are matter types indicated within a ProLaw file? List them.
The sub-area of law field in the Custom tab
Cyber Security - BEC
Cyber Security - RW
Cyber Security - Paper
Cyber Security - Third Party
Cyber Security - Other
What is our new intake scheduling shortcut for urgent matters?
Anita or Amanda will send immediate Partner availability so Partners are aware of who will need to step up to take the file.
Provide two reasons why it's important to stay up to date with billing?
The Attorneys are able to see their total hours
We are able to provide accurate budgets to date
You don't fall behind
By what time does mail need to be submitted to Tiffany and Mollie?
3:30pm at the latest
What contacts get added to the General tab of Bates Carey matters?
Bates Carey contact, insured contact, Ambridge Carrier card
How do we run a preliminary conflict check in ProLaw?
Search contacts for the company and Insured contacts, and search existing matters.
_____ is who we email to open Cyber Litigation files.
Linda Wilkens
_______ must be included in an email subject line.
Name of file/Insured
What are three edits we must make to engagement letters when creating them in ProLaw?
Remove the Paralegal/Nurse Paralegal rate, add in the Partner's signature, and remember to remove the numbers in the partner's initials at the bottom of the letter, add in the Insured's email, remove the double Esq. in the first paragraph, adding TM flat fee phrasing
Our flat fee rate for Arch RW matters is _____.
$12,000
Breakdown the Matter ID: 03516-00105666-PA025
03516 - carrier indicator (Coalition hourly)
00105666 - unique file indicator
PA025 - Cyber group
Intake for which carrier begins with our team being looped in on an introduction email with the Insured?
Ambridge (Bates Carey)
What is Arete incident response email?
arete911@areteir.com
Name all Cyber Associates
BAP, LW, LLD, JPC, KFG, NJM, JR, JQ, SGU, BZL, MJG, MH, OM, SCN, MAB, YYS, MGV, JJD