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Best Practices

[Cheatsheet] 6 Must-Cover Topics For Attorney Calls

February 9, 2018
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3 min

In many ways, attorneys are like gatekeepers, and it all starts with the first phone call you place to them when you get a new medical or plaintiff funding application.

The routine is standard: You’ve received a new application for plaintiff funding or medical funding, and now you and your team need to make that first call to the attorney to get a better understanding of the case.

The outcome, however, is anything but: this first call either sets you up for a successful funding, and potential long-term relationship, or you leave it dead-in-the-water.

Why It's Important to Be Prepared

It isn’t an overstatement to say that first call has the power to transform the entirety of your relationship with the attorney, and it’s clear that they will appreciate it if you are prepared to get down to brass-tacks and speak their language.

With that in mind, this post will help you build strong, communicative relationships with attorneys, especially those representing potential or current plaintiffs. Throughout the funding process, open and efficient communication with your attorneys is paramount to success, and since your company will be reaching out to attorneys regularly, it’s important you and your team are always prepared for these calls.

Why and How to Use this Free Cheat Sheet

And so, we introduce to you the “Attorney Call Cheat Sheet,” a sample document we’ve created that outlines priorities for attorney calls and maximizes time value and efficiency for both your team and the attorneys you work with. This checklist is best used by your case operations team who are responsible for processing new applications.

The ACCS starts with hypothetical internal company priorities and then continues with a working list of key questions to discuss with the attorney. While perusing the doc,  think about how you might tailor it to your legal and medical funding needs.

You’ll see two primary benefits from adding this checklist in your funding process:

  1. Faster onboarding of new employees
  2. More “complete” leads, which will lead quicker and more accurate underwriting

And if you really play your cards right, maybe your case operations team may even develop new attorney-partners.

[CLICK HERE] to download your cheat sheet

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