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About Retainer/Referral
The Retainer/Referral screen allows for the viewing and recording of retainer and referral information in the case.
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Select ADD COUNSEL.
Select the Plaintiff Name.
Select the Counsel Type.
Select the Counsel Law Firm.
Select the Counsel Attorney.
Enter the Counsel File#.
Enter the Counsel Fee information. Enter any additional information.
Enter the Disbursement amount. Select whether the disbursement was Reimbursed.
Enter any applicable Comments.
Select SAVE to add Counsel information.
Otherwise, select CANCEL to return to the previous screen.
ADD PAID ADVERTISING
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Select REFER-OUT FIRM.
Select Case State.
Select the Law Firm.
View the Law Firm Comments.
Select Continue to add the Refer-Out Firm.
Otherwise, select Cancel.
ADD REFERRED OUT ATTORNEY
Select ADD REFERRED OUT ATTORNEY.
Select from the Type radio buttons.
Select the Plaintiff Name.
Select the Refer Out Law Firm.
Select the Refer Out Attorney.
Select the Client Contact Date.
Enter Their Case #.
Select the Ref/Co-Counsel Out Date.
Select the Acceptance Date.
Select the Rejection Date.
Select from Are they using our Retainer?
Select the Retainer Date.
Select the Fee Split Sent date.
Select the Fee Split Received date.
Select the Confirmation Letter Sent date.
Select the Letter Received date.
Enter the Referring File#.
Select from Is Fee Paid?
Select the Paid Date.
Select from Percentage/Fraction and Amount. Enter any additional information.
Enter any applicable Comments.
Select SAVE to add Referred Out Attorney information.
Otherwise, select CANCEL to return to the previous screen.
ADD SUB OUT/DUAL REP ATTORNEY
Select ADD SUB OUT/DUAL REP ATTORNEY.
Select Plaintiff Name.
Enter the Type.
Select the Sub Out Law Firm.
Select the Sub Out Attorney.
Select the File #.
Select the Sub-Out Date.
Select the Sub-Out Method.
Select the Sub-Out Letter Date.
Select the Disbursement Paid date.
Enter the Disbursement Amount.
Select the File Transferred date.
Enter any applicable Comments.
If applicable, place checkmarks in the Send Letters checkboxes.
Select from the Is Prior Attorney Entitled to Fee? radio buttons.
Select SAVE to add Sub Out/Dual Rep Attorney information.
Otherwise, select CANCEL to return to the previous screen.
ADD WORKERS COMPENSATION ATTORNEY
Select ADD WORKERS COMPENSATION ATTORNEY.
Select Plaintiff Name.
Select Workers Compensation Law Firm.
Select Workers Compensation Attorney.
Enter Their Case #.
Select Referred Out Date.
Select Client Contact Date.
Select Acceptance Date.
Select Rejection Date.
Select from Are they using our Retainer?
Select Retainer Date.
Select Fee Split Sent date.
Select Fee Split Received date.
Select Confirmation Letter Sent date.
Select Letter Received Date.
Select from Is Fee Paid?
Select Paid Date.
Select from Percentage/Fraction and Amount radio buttons. Enter any additional information.
Enter any applicable Comments.
Select SAVE to add Workers Compensation Attorney information.
Otherwise, select CANCEL to return to the previous screen.
ADD PRIOR ATTORNEY
Select ADD PRIOR ATTORNEY.
Select the Plaintiff Name.
Select the Type.
Select the Prior Law Firm.
Select the Prior Attorney.
Enter the Sub'd Date.
Enter the Sub Out Method.
Select the Disb. Paid date.
Enter the Disb Amount.
Select the Date File Received.
Select from Staff Agreed.
Select from Referral?
Enter any applicable Comments.
Enter the Prior Retainer#.
Enter the File #.
Select from Is Prior Attorney Entitled To Fee? radio buttons.
Select SAVE to add Prior Attorney information.
Otherwise, select CANCEL to return to the previous screen.
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