Measure Twice & Cut Once
New & Improved
100

This is the final step in our review process.

What is approving your review in Paylocity?

100

We are moving away from this to a local, direct computer model.

What is Airdesk?

200

Double-check these before sending a large demand to make sure the exhibits are properly saved.

What are CDs/ flash drives?

200

The company I reach out to for hardware or software issues (not Airdesk or Prevail).

Who is Carmichael Consulting? 

300

Write your initials, the client's name, and what you are mailing on the back of these, so reception can save them to the correct case.

What are Green Cards?

300

This is the first thing I do when I am connected to a prospect. 

What is get contact information, accident details, injury details, and referral source?

400

Make sure to capture these from vendors in a timely manner. Missing them can add up and affect the bonuses. 

What are invoices from medical records retrieval, open records requests, court filings, postage, and certified mailings? 

or 

What are case expenses?

400

Double Jeopardy!!!!

This is the section of SmartAdvocate we will use to handle prospects.

This is a list of key milestones of a case in Smart Advocate.


What is "Case Wizard?"


What are "Critical Deadlines?"

500

Doing this before putting tasks in the pool will help to make sure your tasks are done accurately.

What is giving detailed instructions on pool tasks?

500

Update this on that matter tree once we receive the dec page. 

What is the proper name for the insurance company?