I’ve worked with personal injury attorneys in my own practice, so I have a pretty god ideas of how this business model works. The last attorney I worked with was pretty old school in terms of how he liked to do things. He still worked in Word Perfect, and not Microsoft Word. He liked to Print and sign checks.
If I had my way, here’s how I would have had my personal injury client set things up.
- Create a business Notebook Stack named for the client, mine is called, “Sample PI Client.”
- Set up the following notebooks:
- Client Correspondence
- Medical Bills and Case Costs
This makes it really easy to archive the documents, in a secure digital platform, where it will be really easy to retrieve the information when you need it, especially at the time of disbursement.
Then you keep the disbursement in the disbursement notebook. Once the case is closed, and the final settlement paid out, you can leave the notebook, without deleting it. This way the client files are permanently archived, and easily retrieved if / when needed.
This will save you the money on storage of paper files, and the hassle of searching through all kinds of papers if/when you need to access the information later.