Danial Hebert Esq. Charfoos, Reiter, & Hebert P.C.

. Azurely Kerr, AVP Operations Program Manager Sedgwick Claims Mgmt Services, Inc. Lina Loncar - Associate Director, Workers Compensation - AT&T Services, Inc. Lesley Zielinski Manager, Workers Compensation Kelly Services, Inc.

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Preferred Legal Firms Legal Net Services Hearing Representatives (CA & OH) Legal Claim Reviews Round Table Reviews AT&T In-House Counsel (Labor Relations) Separate and Distinct Release Agreements (State specific)

AT&T LEGAL FILE REVIEW

DATE Case Name: Court Number: Claim Number: Date of Accident: Firm Number: Arbitrator: Next Status Date: Petitioners Attorney: Handling Attorney: v. AT&T

Indemnity Incurred Paid Net Deductible Reserve Scheduled Available

Medical

Expense

Other

Totals

FACTS

MEDICAL

ISSUES

EXPOSURE

SETTLEMENT DEMAND, SUGGESTED RESPONSE & FURTHER HANDLING

RECOMMENDATIONS

Pre-hire preparation
Past work history Employment Gaps Thorough explanation of physical duties

Timely post accident investigation

Witnesses & Co-workers

Post accident disability documentation

Fact based, no personal opinions

RTW
Formal plan in place

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Thorough/timely investigation at notice of claim Partner with Client and Defense Counsel to efficiently, proactively, and resourcefully manage and obtain the best results, within a budget and within the parameters of all applicable laws, codes and regulations. Be an integral and active participant in the litigation process. Focus on the preferred method of resolution and a strategy in order to achieve closure in the most efficiently, timely and economical manner.

Once the petition is received by the TPA an assignment letter should be completed. The Counsel Assignment Letter should contain:
Nature of Assignment Description of Accident/Injury Facts and Investigation Wage/Financial Information Opposing Counsel Information Specific Instructions to Counsel

Within 10 days of the assignment letter an Initial Case Evaluation should be completed. Initial Case Evaluation should contain:
Initial Evaluation of Proposed Resolution Unique facts or circumstances Next Steps Budget

A MAP should be completed within 90 days of suit assignment by counsel and TPA. The Mutual Action Plan should contain:
Statement of Facts of Case/Alleged Injuries Available Defenses Evaluation of the Claim
x Preliminary Resolution Strategy x Outline of Future Activities to be completed

Budget Next Conference Date

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Legal Claims Review/Roundtable Reviews Keep Defense Counsel current and team focused on the same goal/outcome. Always helpful in exchange of requested information from adjuster/employer to attorney and vice versa Resignation, Releases & Waiver We get them in every case Resign employment Dont darken our doorstep provision Waiver of all potential lawsuits under State, Federal or Common Law

`Timely

Post Accident Investigation Critical to gather information, statements and contact information from potential witnesses for litigation

Return to Work Programs Essential for limiting length of disability Critical defense measure to mitigate

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Damages/Settlement Inducement Partnering with client and defense counsel TPA tends to be more aggressive in investigation/involvement of claim Smaller group to focus on When Group or Large SI continuity of counsel is helpful for intimate knowledge of employer and job duties Written Communications