Step 1: Meeting Your Attorney

If you have a potential claim and schedule an appointment with our firm, you should be prepared for the initial meeting with an attorney and our staff so we can best serve you. This is an important step in trusting our office with your claim.

  • FIRST

    We will ask you to tell us about the specific incident that is the basis of your claim. It is important that you have the crucial details of who was involved, what happened, where it happened, when it happened, and how it happened.

  • SECOND

    If we are able to take your case, we will ask you to provide us with documentation of your claim. It is helpful for you to show us pictures of the incident and your injuries. You should bring any medical records, bills, and receipts that you may have as a result of the incident. Our […]

  • THIRD

    We will ask you to sign several forms. Some forms will be medical records authorizations to allow us to request your treatment and billing records. Other forms will be legal authorizations to allow us to handle your claim.

  • FOURTH

    We will educate you on the general process of handling your claim. This includes what you can expect from our office and what you can do to help us with your claim. Each claim is different. We do our best to offer you an individualized approach for the specific facts of your case.

Step 2: Investigating Your Case

After you hire our firm, we investigate your claim. We may contact you for more information. Here are some of the steps we frequently take.

  • FIRST

    If you were involved in an auto accident, we will request a copy of the crash report. The crash report helps to identify the other drivers, their insurance companies, who was at fault, and what happened.

  • SECOND

    We will obtain the names of witnesses, which we often get from the crash report. Then, our office may contact these witnesses to find out what they saw.

  • THIRD

    We may obtain photographs of the scene of the accident, property damage to your vehicle, and personal injuries.

  • FOURTH

    We obtain medical records and bills from your initial treatment.

Step 3: Communicating with the Insurance Companies

The next step in handling your claim is to contact the insurance companies. Oftentimes, there are multiple insurance companies that are a part of your case. Our office determines which of those companies need to be notified of your claim and what information should be exchanged with them.

  • FIRST

    Our firm notifies any insurance company that may have a policy in effect to let them know that we represent you. We also inform them that they should talk to us about your claim, and not contact you directly.

  • SECOND

    Once you start receiving medical bills for your injury-related care, our office contacts your health care providers for their billing and treatment records. We may also contact your health insurance company, or if applicable, Medicare or Medicaid.

  • THIRD

    If you were hurt on the job, we contact your workers’ compensation insurance carrier.

Step 4: Preparing for Settlement Negotiations

The fourth step in handling your claim is to prepare for settlement negotiations. This is an extensive process of gathering medical and billing records, obtaining lost wage documentation, and working with insurance companies before presenting your claim to the insurance adjuster.

  • FIRST

    Once you have completed treatment or have a clear prognosis for your injuries we may request a report from your doctor regarding future medical issues. Once our office receives all of your records and reports, we review them to make sure you have undergone all necessary treatment and that we have enough information to make […]

  • SECOND

    We gather documentation of any lost wages incurred as a result of time missed from work because of the accident. This step generally requires you to provide us with proof of your average income, dates missed from work, and verification from your employer.

  • THIRD

    We attempt to determine if there are any liens or reimbursement claims that may reduce your potential settlement.

  • FOURTH

    Once we have gathered all the appropriate information, we submit this documentation to the insurance adjuster and request an evaluation and settlement proposal.

Step 5: Settlement Negotiations

The fifth step in handling your claim is to negotiate a settlement with the insurance company to ensure that you are fairly compensated for the injuries you suffered. This involves discussing the value of your claim with the insurance adjuster through a series of offers and counteroffers.

  • FIRST

    If we receive an initial offer from the insurance company based on their evaluation of your claim, we contact you to discuss the initial offer.

  • SECOND

    After consulting with you, we respond to the adjuster and negotiate the settlement. This may involve several steps. Often, the adjuster will request additional information to support your claim.

  • THIRD

    We work with the adjuster until we are able to agree upon a fair amount to compensate you for your injuries. Once we are able to agree upon a dollar amount, we obtain final settlement authority from you.

  • FOURTH

    Once we receive authority from you, we finalize the settlement with the insurance adjuster. If we are unable to reach an agreement, we then proceed to litigation and prepare to file a lawsuit on your behalf.

Step 6: Post Settlement

The sixth step in handling your claim is processing your settlement, including the handling of your accident-related bills.

  • FIRST

    The insurance company sends our firm a release for the client to sign.

  • SECOND

    The firm goes through all of your medical bills that you have reported to our office. We determine which ones need to be paid from your settlement proceeds, and all lien holders and reimbursement claims.

  • THIRD

    After all outstanding balances are calculated, we inform you of the amount you will receive from the settlement. Upon obtaining your approval, we finalize the settlement.

  • FOURTH

    You are able to obtain your settlement funds paid to compensate you for the injuries you suffered. You can enjoy the peace of mind that comes with knowing that the at-fault party has been held responsible.

Step 7: Filing a Lawsuit

The seventh step in handling your claim is filing a lawsuit, if necessary. Very few cases actually proceed to trial. Most cases settle out of court. Filing a lawsuit involves the court in the process of obtaining fair compensation for your claim.

  • FIRST

    Our office prepares a petition, explaining what happened to you, who you are suing, and why you are suing them. We then file the petition with the court. We also serve a copy on the defendant.

  • SECOND

    The discovery process begins to facilitate the exchange of information between the parties. This involves written discovery from the plaintiff and defendant. We also decide who needs to be deposed and send the appropriate notices.

  • THIRD

    We determine whether experts are necessary to prove your case. Then, we notify any potential experts that a lawsuit has been filed and exchange information on experts with the opposing party.

  • FOURTH

    Depositions of the various parties are conducted. This normally involves the plaintiff, the defendant, and some of the plaintiff’s medical providers. At each deposition, the deponent is sworn in under oath to answer questions about your lawsuit.

  • FIFTH

    The parties file all pretrial documents with the court and prepare to proceed to trial.

Step 8: Going to Trial

The eighth step in handling your claim is proceeding to trial. This is your opportunity to present your case.  This step is best explained directly by your attorney given the many unique variables involved with your specific claim.