Bodily Injury (MVA/General PI)

• 100 – Case Signed
• 101 – New PD Case
• 110 – Intake Reviewed, Initial Call & Group Text Done
• 120 – Initial Call to Client from Attorney
• 130 – Initial Letters Sent
• 200 – Treating
• 202 – 2 Week Call to Client
• 204 – 4 Week Call to Client
• 206 – 6 Week Call to Client
• 208 – 8 Week Call to Client
• 210 – 10 Week Call to Client
• 220 – Treating Beyond 10 Weeks with Ortho/Neuro
• 230 – Treatment Strategy Meeting with Client
• 240 – Treating Beyond 10 Weeks
• 245 – Client at MMI
• 245s – MMI Survey Sent
• 248 – Draft MPC Demand Ready for Review, Client Still Treating
• 249 – MPC Demand Signed, Client Still Treating
• 250 – MPC Demand Sent, Client Still Treating
• 251 – MPC Demand Receipt Confirmed, Client Still Treating
• 252 – MPC Received, Client Still Treating
• 253 – MPC Forwarded to CFO, Client Still Treating
• 258 – Draft MPC Demand
• 259d – MPC Demand Drafted
• 259r – MPC Demand Reviewed
• 259s – MPC Demand Signed
• 260 – MPC Demand Sent
• 261 – MPC Demand Receipt Confirmed
• 262 – MPC Received, Client at MMI
• 263 – Med Pay Received, Client at MMI
• 268 – Draft Reimbursement Lietters and/or Medical Lien Reduction Ready for Review, Client Still Treating
• 269 – Reimbursement Letters and/or Medical Lien Reduction Signed, Client Still Treating
• 270 – MedPay Check in Office, Please Deposit
• 271 – Do NOT Deposit MedPay Check
• 298 – All BI Demand Exhibits Ready
• 299d – Drafted Demand with Redacted Exhibits
• 299r – Reviewed Demand with Redacted Exhibits
• 299s – Signed Demand with Redacted Exhibits
• 300 – Liability Demand Sent
• 301 – Liability Demand Receipt Confirmed
• 301a – Liability Denied with Evidence in File and Preparing for LIT
• 301b – Liability Denied with Evidence in File and Preparing for LIT
• 301c – Liability Denied, No Evidence, Must NON
• 302 – 1st Offer Received from Liability
• 303 – 1st Counter Sent to Liability
• 304 – 2nd Offer Received from Liability
• 305 – 2nd Counter Sent to Liability
• 306 – 3rd Offer Received from Liability
• 307 – 3rd Counter Sent to Liability
• 308 – 4th Offer Received From Liability
• 309 – 4th Counter Sent to Liability
• 310 – UIM Demand Sent
• 311 – UIM Receipt Confirmed
• 312 – 1st Offer From UIM After
• 313 – 1st Counter to UIM
• 314 – 2nd Offer from UIM After Liability Exhausted
• 315 – 2nd Counter to UIM
• 316 – 3rd Offer from UIM after Liability Exhausted
• 317 – 3rd Counter to UIM
• 318 – 4th Offer from UIM after Liability Exhausted
• 319 – 4th Counter to UIM
• 320 – UM Demand Sent
• 321 – UM Receipt Confirmed
• 322 – 1st Offer from UM (No Liability)
• 323 – 1st Counter to UM (No Liability)
• 324 – 2nd Offer from UM (No Liability)
• 325 – 2nd Counter to UM (No Liability)
• 326 – 3rd Offer from UM (No Liability)
• 327 – 3rd Counter to UM (No Liability)
• 328 – 4th Offer from UM (No Liability)
• 329 – 4th Counter to UM (No Liability)
• 396 – Top Combined Offers Received/EDW Drafted
• 397 – EDW Approved by COO
• 398 – EDW Approved by Client
• 399 – Pre-Litigation Pushed & Settled by POD Attorney
• 500 – Check in Office, Please Deposit
• 501 – Disbursement Packet and Disbursal Sheet Drafted and Assembled
• 501 – Do NOT Deposit Check
• 502 – Disbursement Packet and Disbursal Sheet Reviewed and Submitted to Chief Finance Officer
• 505 – Clear for Deposit
• 510 – File and Disbursement Packet Turned into COO
• 520 – File and Disbursement Packet Turned into CFO
• 530 – Unsigned Checks, File & Disbursement Packet Prepared for CEO
• 596(a) – PS Disbursement Checks Signed
• 596(b) – LIT Disbursement Checks Signed
• 597a – Disburse to Client and Obtain Signatures, Testimony, and Review
• 597b – Disburse Checks to Providers and Referral Attorney
• 597c – Sending Executed Release and Affidavit
• 597d – Update To/From List (GIS), YTD Disbursement Excel
• 597f – Final: 597a, b, c, and d Are Completed
• 598 – File Shred and Folder Recycled
• 600 – Dismissed by the Client
• 601 – Call from Client Advisor
• 602 – Call from POD Attorney
• 603 – Call from Alex
• 604 – File Sent to Client
• 605 – Dismissed by Client FINAL After Notifying All Referral Sources, Providers and Adjusters & File to Client
• 606 – Non-Rep Requested to PS Director
• 607 – Non-Rep Requested to POD Attorney
• 607.5 – CEO Review of NON
• 608 – Non-Rep Call
• 609 – POD Attorney Completed Non-Rep Call. Client Advisor to Send Notifications
• 610 – Non-Rep Notification Confirmed: Referral Source, Providers and Adjusters & File to Client
• 618 – Withdrawal Request to Alex
• 619 – Pending Withdrawal by Firm in Litigation: Letter Sent then Motion Filed
• 620 – Withdraw Order Received in Litigation & File to Client
• 621 – Dismissed by Client in LIT
• 622 – Call from Paralegal
• 623 – Call from Attorney
• 624 – Call from Alex
• 625 – Dismissed by Client in LIT FINAL After Notifying All Referral Source, Providers, Adjusters, and Court & File to Client
• 629 – Pending PI Referral Out
• 630 – Referred Out – PI Case
• 631 – No Insurance
• 639 – Pending Non-PI Referral Out
• 640 – Referred Out – Non PI Case
• Closed

Property Damage (PD)

• 101 – New PD Case
• 157 – DV Appraisal Request
• 158 – DV Appraisal
• 159d – DV Demand Drafted
• 159r – DV Demand Reviewed
• 159s – DV Demand Signed
• 160 – DV Demand Sent
• 161 – DV Demand Confirmed
• 162 – DV Initial Offer
• 163 – DV 1st Counter
• 164 – DV 2nd Offer
• 165 – DV 2nd Counter
• 166 – DV Top Offer/EDW Drafted
• 167 – DV EDW Approved
• 168 – DV EDW Client Accepted
• 169 – DV Acceptance Sent
• 170 – DV Check in Office, Please Deposit
• 171 – File and Disbursement Packet Turned into COO
• 172 – File and Disbursement Packet Turned into CFO
• 173 – File and Disbursement Packet in to CEO (File is with Alex)
• 174 – PSDV Disbursement Checks Signed
• 175 – Disbursed to Client and Obtain Signatures, Testimony, and Review
• 176 – Disburse Checks to Referring Attorney
• 177 –  Send Executed Release and Affidavit
• 178 – Update to/from List (GIS), YTD Disbursement Excel
• 179 – File Shred and Folder Recycled
• 301a – Liability Denied With Evidence in File, Prepare for LIT
• 301b – Liability Denied Without Evidence but Obtainable, Prepare for LIT
• 301c – Liability Denied, No Evidence, Must NON
• 500 – Check in Office, Please Deposit
• 510 – File and Disbursement Packet Turned into COO
• 520 – File and Disbursement Packet Turned into CFO
• 530 – Unsigned Checks, File & Disbursement Packet Prepared for CEO
• 596(a) – PS Disbursement Checks Signed
• 596(b) – LIT Disbursement Checks Signed
• 597F – Final: 597a, b, c, and d are completed
• 598 – File Shred and Folder Recycled
• 600 – Dismissed by the Client
• 601 – Call from Client Advisor
• 602 – Call from POD Attorney
• 603 – Call from Alex
• 604 – File Sent to Client
• 605 – Dismissed by Client FINAL After Notifying All Referral Sources, Providers and Adjusters & File to Client
• 606 – Non-Rep Requested to PS Director
• 607 – Non-Rep Requested to POD Attorney
• 607.5 – CEO Review of NON
• 608 – Non-Rep Call
• 609 – POD Attorney Completed Non-Rep Call. Client Advisor to Send Notifications
• 610 – Non-Rep Notification Confirmed: Referral Source, Providers and Adjusters & File to Client
• 618 – Withdrawal Request to Alex
• 619 – Pending Withdrawal by Firm in Litigation: Letter Sent then Motion Filed
• 620 – Withdraw Order Received in Litigation & File to Client
• 621 – Dismissed by Client in LIT
• 622 – Call from Paralegal
• 623 – Call from Attorney
• 624 – Call from Alex
• 625 – Dismissed by Client in LIT FINAL After Notifying All Referral Source, Providers, Adjusters, and Court & File to Client
• 629 – Pending PI Referral Out
• 630 – Referred Out – PI Case
• 631 – No Insurance
• 639 – Pending Non-PI Referral Out
• 640 – Referred Out – Non PI Case
• Closed

 MAG:

• 180 – MAG Client Authorized Suit
• 181 – MAG Service and Courtesy Copy to Adjuster
• 182(a) – MAG Plaintiff’s Motion for Service by Publication
• 182(b) – MAG Plaintiff’s Motion for Default Judgement
• 182(c) – MAG Defendant’s Motion to Dismiss
• 183 – MAG Answer/s Received
• 184 – MAG Plaintiff’s O.C.G.A. 9-11-68 Offer of Settlement
• 185 – MAG Mediation
• 186 – Stipulation to Trial Calendar
• 187 – MAG Trial Set
• 188 – MAG Trial Done, Judgement in Favor of Plaintiff
• 189 – MAG Trial Done, Judgement in Favor of Defendant

 LIT:

• 400 – Client Authorized Suit
• 401 – File Reviewed
• 402 – Preliminary Jury Charges Drafted
• 403 – Complaint Package w/ Discovery for Each Defendant Drafted
• 404 – Litigation Group Text Completed
• 405 – Attorney Call to Client Completed
• 406 – Reviewed Preliminary Jury Charges
• 407 – Reviewed and Signed Complaint Package w/ Discovery
• 408 – Complaint Package w/ Discovery Filed
• 410 – All Services are Perfected (UM Included) & Affidavits Filed
• 411 – Courtesy Copy Sent to All Defendants Carriers
• 413 – Answer/s Received. Answer/s Reviewed (R)
• 416 – Defendant Discovery Reviewed
• 419 – Answer/s Received
• 420 – Post Suit Demand (if necessary) Drafted
• 423 – O.C.G.A. 9-11-68 Amount Authorized by COO via EDW
• 424 – O.C.G.A. 9-11-68 Explained to Client & Client Authorized Amount
• 425 – O.C.G.A. 9-11-68 Sent
• 428 – Post Suit Demand
• 430 – Certified MVA Report, Citation Disposition, Medical Records, Narratives, Photos, Audios, Videos, Wages Obtained. Medical Timeline Completed, Notice to Introduce Medical Records/Narrative Filed (R)
• 431 – Discovery Responses Drafted
• 432 – Wages, 902s, Narratives, Photos, Audios, Videos, … Organized & Medical Chronology Per Body Area .XLS Reviewed
• 433 – Discovery Responses Finalized, Reviewed & Signed
• 434 – Discovery Responses Sent & 5.2 Filed
• 435 – Defendant Discovery Responses Reviewed
• 436 – Discovery Requests to Plaintiffs Received
• 437 – O.C.G.A. 9-11-37 Motion to Compel Discovery Drafted (R)
• 439 – Litigation Active Negotiation: Phase IV or Discovery Motion Hearing
• 440 – Defendant Discovery Responses Received
• 441 – O.C.G.A. 51-12-14 Explained to Client & Client Authorized Amount
• 442 – O.C.G.A. 51-12-14 Sent
• 444 – Plaintiff’s O.C.G.A. 9-11-37 Motion to Compel Discovery to Defendant
• 451 – Deposition of Witness Scheduled (R)
• 453 – Litigation Active Negotiation: Phase IV
• 454 – Deposition of Defendant Done
• 455 – Deposition Preparation of Witness (if any) Done
• 456 – Deposition of Witness (if any) Done
• 457 – Deposition Preparation of Plaintiff Done
• 458 – Deposition of Plaintiff Done
• 461 – Non-Party Discovery Request(s) Reviewed
• 462 – Non-Party Discovery Request Objection or Me Too
• 464 – Non-Party Discovery Reviewed
• 465 – Plaintiff Non-Party Requests for Production of Documents
• 468 – Deposition of Defendant
• 470 – Deposition of Plaintiff
• 471 – Deposition of Defendant Expert Doctor (if any) & Reconstructionist Scheduled
• 472 – Litigation Active Negotiation: Phase VIII
• 473 – Deposition Preparation of Treating Expert (if any) Done
• 474 – Deposition of Plaintiff Treating Physician
• 475 – Deposition Preparation of Plaintiff Reconstruction Expert (if any) Done
• 476 – Deposition of Plaintiff’s Expert Witness
• 477 – Deposition of Defendant Expert Doctor (if any) Done
• 478 – Deposition of Defendant Reconstruction Expert (if any) Done
• 480 – Mediation
• 481 – Litigation Active Negotiation: Phase IX
• 482 – Stipulation to Trial Calendar
• 483 – Mediation Exhibits Reviewed in ExhibitView
• 484 – Trial Date Set
• 485 – Mediation Done
• 491 – Trial Done, Verdict in Favor of Plaintiff
• 492 – Reviewed Trial Exhibits
• 493 –
• 494 – Met & Prepared Client, Witness & Expert
• 496 – Litigation Estimated Disbursement Worksheet
• 497 – Reviewed EDW and Forwarded to COO for Approval
• 498 – EDW Approved by COO & Client Authorized EDW
• 499 – Litigation Pushed & Settled