Services

The Information We Acquire 

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Leaf (72).png

Client Info

 

  • Client Contact

  • Alternate Contact

Personal Info

  • Aliases

  • Family

  • Marriage

  • Dependents

  • Residences

  • Vehicles

  • Education

  • Employment

  • Military Service

  • Health History

  • Activities

  • Affiliations

  • Honors

  • Social Media

Insurance Info

  • Auto Insurance

  • Health Insurance

  • Disability Insurance

  • Workers' Comp/L&I

Financial Info

  • Federal Taxes

  • Employer Income

  • Other Income

  • Child Support

  • Bankruptcy

Driving Info

  • Current License

  • Past Licenses

  • Infractions

  • Collisions

Criminal History

 

  • Felonies

  • Misdemeanors

  • Pending Charges

  • Warrants

Claims History

  • Auto

  • Property

  • Personal Injury

  • Workers' Comp/L&I

  • Disability

Collision Info

  • Description

  • Timeline

Adverse Party

  • Contact

  • Due Diligence

  • Insurance

  • License

Police Report

  • Report

  • Location

  • Conditions

  • Units

  • Commercial

  • Passengers

  • Witnesses

  • Photos

Circumstances

 

  • Vehicle Owner

  • Fact Witnesses

  • Corrective Lenses

  • Device Use

  • Substance Use

  • Prescription Rx Use

  • Other Factors

Statements

  • Statements

Conversations

  • Conversations

 

Investigations

  • Investigations

Injuries

  • Injuries

 

Treatment

  • Ambulance

  • Emergency Room

  • Treatment Providers

  • Medications

Diary

  • Pain and Suffering

  • Income Changes

  • Personal Expenses

  • Recurring Expenses

  • Medical Expenses

  • Property Damage

  • Photos

The Reports We Obtain

Collision 

 

  • Police Report

  • Police Report Documents

Client

 

  • Due Diligence Reports

  • Current Driving Record

  • Past Driving Records

  • Auto Claims History

  • Property Claims History

  • Tax Return Transcripts

  • Wage Earnings Report

  • Employment Records

  • Medical Records

Adverse Party

 

  • Due Diligence Report

  • Asset Report

The Documents We Produce

Letters & Forms

 

  • Letters of Representation

  • Letters of Introduction

  • Medicare Reporting Forms

  • PIP Applications

  • IRS W-9s

Reports

 

  • Interview

  • Interview Transcript

  • Client Info

  • Collision Info

  • Police Report Summary

  • Injuries and Treatment

  • Pain and Suffering

  • Client Insurance

  • Expense

Documents

 

  • Draft Demand Letters

  • Exhibits

Our draft demand letter is auto-generated with a button press; ready to complete using the information in the summary reports, exhibits, and documents we obtain as part of our service.