Lawmatics

JUNE 20, 2024

Income, assets, debts, liabilities, relevant insurance information (auto, health, and homeowner’s insurance policies) Signatures. Clearly outline the legal services the firm will provide, including specific tasks and objectives related to the client's case. Specify what will not be provided. Fee structure. Collaborative.

Case Management 100

Case Management Legal Services Objections Insurance 100

Lawmatics

JUNE 25, 2024

If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Details about the incident, medical treatment, insurance information, etc. Document management. Documentation.

Case Management 100

Case Management Objections Technology Insurance 100

MyCase

OCTOBER 20, 2022

During your SOP development, outline how you’ll manage tasks such as: Case management. Document management. Managing your SOPs is much easier with a powerful tech stack. Lawyers often rely on DropBox, Google Drive, OneDrive, or a case management solution. . Client onboarding. Time tracking.

Case Management 52

Case Management Technology Trial Preparation Legal Research 52