Case Intake

Attorney name, previous client name, or specific internet site.
First Middle Last Name
If caller is not client, client's Frist Middle Last name.
Read back to caller
Read back to caller
Read back to caller
Be descriptive but brief
Use N/A if no injury
Use N/A if no treatment
use N/A if none
If not known, use N/A
Auto carrier, limits for client
Homeowner's carrier, limits for client
Heath insurance carrier
Company name & type of ins. if known (medial, auto, property, life, etc.)

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