Does anyone have sample insurance defense billing language for reviewing claim file materials, renaming each document and saving/organizing the documents into appropriate folders in a case management program? My last firm’s carrier would cut this kind of work and with my new firm I’m trying to think of creative ways to bill for this as we’ve been told it’s a billable task. Thank you!

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Posting as :
works at
You are currently posting as works at

Access (name of case management program) per (attorney’s name) request and review and organize claims.

Try not to make it sound clerical by keeping out renaming, etc. Hope this helps!

“Case or File Review should work for billables where you need another description for the task mentioned above.

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