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Automobile Accident Case Checklist

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Administrative Matters:

  • Send retainer, letter of representation, medical authorization.
  • Follow up 3-5 days later.
  • Assign case number.
  • Scan-in all received documents.
  • Ascertain insurance information of both parties.
  • Send letter of representation to insurance carrier of liable party.
  • Contact all witnesses and record their statements.
  • Request police reports.
  • Request motor vehicle history of liable party.
  • Request all records and bills related to accident.
  • Send client notice of collection of records.

Records Administration:

  • Executed copies of third party disclosure form and letter of representation.
  • Copies of driver’s license of both parties.
  • Photos of both cars post-accident.
  • Photos of all damage (to car or body) caused by the accident.
  • Photos of insurance cards of both parties.
  • Copy of intake form/questionnaire.
  • Copy of repair estimate.
  • Copies of citations issued, search results, or police reports.
  • Copies of statements.
  • Lost wage documentation.
  • Photos of the scene of the accident.

File Administration:

  • Attain information of point of contact for opposing party.
  • Create system for intake/documentation/filing/review of records received.

Healthcare Administration:

  • Gather information of all healthcare providers that treated injured party.
  • Record information related to intake, medical treatment, medications prescribed, and discharge.
  • Send client notice of collection of records.
  • Insurance Administration:
  • Record state/amount/kind of insurance of liable party.
  • Send all bills/records to insurance carrier.
  • Confirm payment.
  • Record all communications between attorney and insurance carrier.

Demand Administration:

  • Create and send demand package to liable party’s representation.
  • Send offers to client.
  • Deduct balance of bills from any package obtained.
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Client Reviews
Jonathan Rosenfeld was professionally objective, timely, and knowledgeable. Also, his advice was extremely effective regarding my case. In addition, Jonathan was understanding and patient pertaining to any of my questions or concerns. I was very happy with the end result and I highly recommend Jonathan Rosenfeld. Michonne Proulx
Extremely impressed with this law firm. They took control of a bad motorcycle crash that left my uncle seriously injured. Without any guarantee of a financial recovery, they went out and hired accident investigators and engineers to help prove how the accident happened. I am grateful that they worked on a contingency fee basis as there was no way we could have paid for these services on our own. Ethan Armstrong
This lawyer really helped me get compensation for my motorcycle accident case. I know there is no way that I could have gotten anywhere near the amount that Mr. Rosenfeld was able to get to settle my case. Thank you. Daniel Kaim
Jonathan helped my family heal and get compensation after our child was suffered a life threatening injury at daycare. He was sympathetic and in constant contact with us letting us know all he knew every step of the way. We were so blessed to find Jonathan! Giulia
Jonathan did a great job helping my family navigate through a lengthy lawsuit involving my grandmother's death in a nursing home. Through every step of the case, Jonathan kept my family informed of the progression of the case. Although our case eventually settled at a mediation, I really was impressed at how well prepared Jonathan was to take the case to trial. Lisa