Thursday, April 1, 2010

Bonding Report

CasetrackerLaw’s policy is that every claim that is forwarded to an attorney be Bonded by one of the law lists. When you forward a claim out to a forwarding attorney, a notice is sent to a law list for bonding. This notice is sent in order to bond your claim in the event the attorney runs off with the money.

The Bonding report will give you a list of claims sent for a selected time frame. When selecting the time period and generating the report, you now have options to select a group and setting a reminder for yourself or someone else to follow up on certain claims. This feature will send an automatic request or an update via email to the attorney who the claim was sent to. This feature is great because you don’t have to open every claim to send the attorney a request.

One policy you should implement in your firm is to get bonding confirmation on every claim that has been forwarded to an attorney from the bonding law list.

NOTE: We have seen changes recently with bonding requirements. We suggest you review your directories to get the latest updates concerning these requirements.

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