Litigation Management and Bill Review pre-session (First Data Corp 1/19/05)

Please answer the following questions pertaining to your review of the "Litigation Management Guidelines" document. Your answers will be used to customize your training session on this topic.

DIRECTIONS: There are 8 questions. PLEASE ENTER YOUR FULL NAME BELOW AND CLICK ON "Submit Answers" AT THE BOTTOM OF THE PAGE TO SUBMIT YOUR RESPONSES.

We appreciate your feedback and participation.

Thank you.
Name: 


  1. According to the “Litigation Expectations of Defense Counsel” document, the Claims Examiner is responsible for completing the:
    Assignment Letter
    Initial Case Evaluation
    Legal Expense Budget
    Mutual Action Plan
    Pre-Trial Report


  1. When a legal bill from Defense Counsel is received, the Claims Examiner should:
    Automatically pay it without review.
    Just cut 10% of the total to save legal expense.
    Review the bill to make certain the time and expenses are reasonable and appropriate.
    Pay it because the client selected the law firm. We don't have the power to cut the bill even if there are irregularities.


  1. A bill arrives from Defense Counsel with charges for two attorneys and one paralegal at one court conference. The Claims Examiner should:
    Cut those items out of the bill. More than one person should never charge for an event.
    Pay it. If counsel felt it necessary to have multiple people involved, the Examiner should not challenge it.
    Check to see if counsel asked and received permission to have multiple people attend. If so, pay the bill.
    Check to see how well connected the law firm is to the client. If they are, pay the items.


  1. Defense Counsel should not charge us for:
    Secretarial services
    Office overhead
    File review time if the lawyer who was handling the case quits the firm
    All of the above


  1. The purpose of Litigation Management is to:
    Effectively and actively manage litigated cases and Defense Counsel.
    Partner with Defense Counsel to achieve a mutual plan and strategy for each case.
    Have regular communication with Defense Counsel so we always have the most up-to-date information regarding the case.
    Efficiently, proactively and resourcefully manage litigation to obtain the best results and within budget.
    All of the above


  1. After reviewing the documents, rate your comfort level at this time with putting into effect the Litigation Management guidelines and Bill Review Policy.
     
      1 2 3 4  
    Comfortable  Uncomfortable


  1. What questions or concerns do you have about the Litigation Management program and/or the Bill Review process?


  1. Is there anything you consider vague or ambiguous that you would like more direction on?
Instructional Design