Intake
Iris
|
54 steps
|
10 minutes
Filevine
Google
Doubleclick
Pendo
1
Look for the Intake in the "Docs" section.
2
Make sure to use the intake document to complete as much information on Filevine intake.
Motor Vehicle Accident
3
Motor Vehicle Accident Intake Page 1.
4
Motor Vehicle Accident Intake Page 2.
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Motor Vehicle Accident Intake Page 3.
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Add "Time of Accident"
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Add "Location of Accident"
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Add the Google link from Google Maps.
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Add "Description of Accident"
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Add "Passengers"
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Add " Were Authorities called to the scene?" & "Police Report"
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Add "Were you transported an ambulance?"
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Add "Did you go to the Hospital?"
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Add " Client's Vehicle- Make & Model"
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Add "Description of damage to Client's vehicle"
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Add " Defendant's Vehicle- Make & Model"
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Add "Description of Damage to Defendant's Vehicle"
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Add " Estimate Done"
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Add "Injuries"