CounselLink Clients
It is an American diversified global insurer and the third-largest property and casualty insurer in the United States. It ranks 77th on the Fortune 100 list of largest corporations in the United States based on 2019 revenue.
Liberty Mutual Insurance
How do we treat invoices with FS 4454 and 4456?
All expense
What are the necessary field that we need to fill in before rerouting all terminated clients to management queue.
LF - Check client box w/ correct client - Inv # - Inv date. Dont forget to put notes.
"S" in SIPOC means _________
Source
It is a global technology leader in electrical components and systems for power quality, distribution and control
Eaton
Enumerate 2 REPH DNP Clients
1. Allianz of America (AZOA)
2. Bank of America
3. Fannie Mae
4. FFIC – Fireman’s Fund Insurance Company
5. HealthNet
6. MBNA (Maryland Bank, N.A)
7. Merrill Lynch
8. Sony Interactive Entertainment America
If the invoice description was not available in the invoice PDF image, what will you do?
Used or copy the matter name/title field.
IDR currency with symbol Rp is the official currency of what country.
Indonesia
_____________ is a popular and often-used technique that helps people answer the question of why the problem occurred in the first place.
Root Cause Analysis (RCA)
Facilitates and streamlines real estate transactions by providing comprehensive title insurance protection and professional settlement services
First American Title
CLES Southwire client invoice description format
write BG# then the accnt # on the top right corner of the invoice followed by LN chg MMM/YYYY
On the scenario: your DOS in the red box is conflicting against your red boxed DOS in the breakdown, would you do?
Send the invoice to mngt queue q w/ note "conflicting red box information"
What CLES client requires a billing code that most often found beside its matter ID.
Kohl's Department Stores
Your submitted invoice does not contain a clearly identified vendor name and location. Please revise your invoice to include a clearly identified vendor name and address and submit your revised invoice for CounselLink processing.
No Vendor Name/Location
It is a physician practice in the U.S. founded in 1979 and based in Knoxville, Tennessee, pursuing medical outsourcing.
Teamhealth Legal
What is the law firm that requires "D" or "Draft" in Invoice Proposal Number in order for it to become a valid invoice number?
Simmons & Simmons
Invoice Scenario: You're processing a legal service invoice with expense items. Your redbox has expense code available. Meanwhile, your expense charges has it own E-code while one item has multiple code. what will you do?
reject for multiple expense code.
There are rules to follow before sending scan keys that are For Assistance, kindly enumerate.
Search first.
Check approved samples and documentations.
Send the SK to mngt queue with proper note.
A ____________ is typically a company/Organization that provides product/service not supplied by the primary vendor to the end user (the two principals).
Third Party Vendor
It is an American multinational retail corporation that operates a chain of hypermarkets (also called supercenters), discount department stores, and grocery stores from the United States, headquartered in Bentonville, Arkansas.
Walmart
Client: BlackRock LF: Matheson, Dublin
What is the TKID code for Timekeeper Lynch, Conor?
1696
What is the special instruction for LF: Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership LLP, Honolulu (LMO)
The invoices are for expenses
Enumerate all active client that requires their "withholding taxes" be coded by [WHT] code when submitting to CL.
FIS
Cantor Fitzgerald
Freescale Semiconductor.
Black Rock.
This invoice is being returned to you unprocessed due to a miscalculation of the billed hours total for timekeeper <TKID>. A charge-by-charge tally of this timekeeper's charges yields a total of <Time Increment> hours billed, not <Time Increment> hours as is listed on page <page #>. Once this issue is resolved, please submit your corrected invoice for CounselLink processing.
Miscalculated Billable Fee Hours (Single Timekeeper)