01

Notice and coverage review

Policies and parties are identified, claims may be opened, and insurers may request information. Save written coverage positions.

02

Investigation and treatment records

Incident evidence, witness information, medical records, bills, wage information, and other documents may be gathered.

03

Evaluation and negotiation

Open questions can include responsibility, causation, coverage, claimed losses, bills, and benefit recovery.

04

Filing, litigation, or resolution

Litigation can include pleadings, discovery, motions, mediation, and trial preparation. Resolution still requires review of releases and distribution.