Clients
Where can you find the client guidelines?
What is the intranet (VB Insider)
Which client has a 30 day billing cycle in which your time will not be paid if aged or submitted to acct. late?
What is Kohl's, Davita, Wells Fargo, Dollar Tree, JBS, Bridgestone, Amazon, Whataburger, FIGA
What platforms are you required to enter budgets in?
What is Tymetrix / Caseglide/ Acuity.
What is the maximum time allowed to respond to an audit sent by accounting?
What is 10 days
Who is the point of contact for Bowling offices A/R?
Miami: Jennifer Winkelspecht
All other Bowling offices: Lorrez Miller
Who do you contact if you need client guidelines?
What is Client Services
Which client has a 60 day billing cycle in which your time will not be paid if aged or submitted to acct. late?
What is Lowes and Travelers
If the file has settled, do you still need a budget?
What is YES!
What happens when you don't respond to an audit by the given deadline and who do you send your response to?
What is an accepted write off.
Respond to accounting
Who is the point of contact for Vernis offices A/R?
Who is Cynthia Villadelgado.
What client will not pay your time outside the billing quarter?
What is Guard/NARS
Can you add time entries to a file once it has been final billed and closed?
What is NO. The matter cannot be reopened.
What duration of time should the budget be for?
What is the life of the matter
True or False:
Can you edit or add to line items once they have been submitted for approval through the auditing system?
What is FALSE!
We can only provide an explanation to why the work was done.
What would limit untimely collections of an outstanding invoice?
- Late /aged time entries
- Incorrect file contact information
- Late /missing budgets
What client(s) require you to receive pre-approval of attorney/staff?
What is Guard, Kohl's, Wells Fargo, National Claim Services, AAA, USLI
Client requires pre-approval for a task, what do you do?
What is add approvers name and date of approval within the time entry.
Should L400 be included in your initial budget if the adjuster has not advised that the file is slated for trial?
What is NO, most clients will reject the budget when this task code is used prematurely
Who should be your point of contact when approval is required for an appeal?
Who is Claims Adjuster
Are collections still ongoing once the matter has final billed / closed?
What is Yes, we will pursue collections until the balance has been paid.
What client has staffing requirements per file? (ex. 1 pt., 1 assoc, etc,)
Who is State Farm, Kinsale, Kohl's, Nonprofit, Chubb, ESIS, FIGA
What client will reduce your invoice 10% if time is over 30 days and will continue to take 10% off until the 6 month cut off?
What is Whataburger
What client requires approval for budgets over $100k?
What is National Claims
How many characters is allowed in an audit response for the platform Legal X?
What is 1,000 characters
What is the consequence of not adhering to the client guidelines, reporting protocol, and daily submission of time entries?
What is YOU WORKED FOR FREE
(Accounting and client services usually have a difficult time recouping fees and costs at that time for these error). This usually results in a write off.