Free Client Audit for Legal Professionals
Firm
Street Address
City
State
Zip Code
Email
Phone
Attorney of record for case:
Your Client Last Name or Case Number:
Date of Accident:
Insurance Carrier:
Insurance Limits:
Does case involve an uninsured motorist?
Yes
No
Unknown
Best time to contact:
Best method to contact:
Email
Phone
What type of accident was client involved in?
Is client over age of 21?
Was your client hospitalized?
Yes
No
If so, how long?
Where was client hospitalized?
Has client received medical bills?
Has client been sent to collections?
Estimated costs of client medical bills.
Does client have health insurance?
Yes
No
If so, what carrier?
Is client's position that he/she is not at fault?
What other policies should be considered as part of this claim?
Will the client need ongoing care, post closing of case?
Comments or Questions
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