JRC — MVA / Attorney Tracker Demo
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JRC
JRC Billing Tools
MVA / Attorney Tracker
Dashboard Deep Dive
MVA / Attorney
Tracker
Track every accident case — LOPs, attorneys, PIP carriers, records, and settlement status — so nothing gets lost between the intake desk and the billing office.
📄
LOP Tracking
No LOP queue — cases at risk
⚖️
Attorney Details
Name, firm, phone, email
🚗
PIP Carrier
Claim #, adjuster, phone
📁
Records Workflow
Requested → Sent tracking
💰
Settlement Pipeline
Open → Negotiating → Settled
📋
Activity Log
Every call and update logged
MVA / Attorney Tracker — 7 Views
No LOP On File
4
Cannot bill without LOP
Total Case Value
$68k
Outstanding balance
Records Not Sent
7
Requested — not yet sent
Negotiating
5
Settlement in progress
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Williams, James — No LOP · 65d treating · $1,850 at risk
⚖️
Martinez, Carlos — LOP received · Records requested not sent
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Thompson, Dana — Negotiating · Demand sent $8,200
MVA Dashboard — Overview
All active cases with risk status. No LOP queue and records queue show what needs immediate attention.
View 1 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
MVA / Attorney Tracker
Motor vehicle cases · LOP · Attorney · PIP · Records · Settlement
Secured
+ Add MVA Case
No LOP On File
4
Cannot bill without LOP
→
Total Case Value
$68k
Outstanding balance
Records Not Sent
7
Requested — not sent yet
No Follow-Up 21d+
5
Attorney not responding
No LOP — contact attorney now4 urgent
📄
Williams, James — Smith & Assoc.
No LOP · 65d treating · $1,850 at risk · Atty: 555-301-2211
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Brooks, Tanya — Lee & Partners
No LOP · 44d treating · $2,200 at risk · Atty: 555-401-3312
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Clark, Devon — Doe Law Group
LOP Pending · 22d · Attorney unresponsive 21d
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Nguyen, Kim — Park & Lee
No LOP · 18d treating · $720 at risk
Case status breakdown22 cases
Treating10 cases
Records Requested5 cases
Negotiating5 cases
Litigation2 cases
No LOP queue shows every case where billing is at risk
Attorney phone number visible right in the alert row
All MVA Cases
Every case with LOP status, attorney, balance, days, and last note visible. Click any row to edit.
View 2 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
All MVA Cases
Sorted by risk · Click any row to edit
Secured
+ Add MVA Case
PatientAttorneyFirmLOPBalanceDaysStatusRecordsLast NoteRisk
Williams, JamesJohn SmithSmith & Assoc.No LOP$1,85065TreatingNot req.Called atty — no answerHigh
Brooks, TanyaBob LeeLee & PartnersNo LOP$2,20044TreatingNot req.LOP requestedHigh
Thompson, DanaJane DoeDoe Law GroupYes$5,400120NegotiatingSent 5/1Demand $8,200 sentMedium
Martinez, CarlosKim ParkPark & LeeYes$3,20058TreatingRequestedRecords req. 5/5Medium
Rodriguez, AnaJohn SmithSmith & Assoc.Yes$2,90028TreatingNot req.PIP claim openedLow
LOP status, attorney, records, and last note — all visible in the table
Sorted High → Medium → Low risk automatically
No LOP On File Queue
Cases where billing is at risk. A Letter of Protection must be on file before billing can proceed — you log this manually when you receive it.
View 3 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
No LOP On File
Cases treating without a Letter of Protection · Contact attorneys and log receipt when received
Secured
+ Add MVA Case
No LOP
4
Must contact attorneys
Treating 30d+
2
Highest risk
Balance At Risk
$5,490
Across no-LOP cases
LOP Pending
2
Awaiting from attorney
⚠ Billing cannot proceed without a signed LOP on file. Contact each attorney. When you receive the LOP, open the case and mark it as received — the case clears from this queue.
No LOP — open each case and contact attorney4 cases
PatientAttorneyAttorney PhoneDays TreatingBalance At RiskLOP StatusLast Contact
Williams, JamesJohn Smith555-301-221165d$1,850No LOP21d ago
Brooks, TanyaBob Lee555-401-331244d$2,200No LOP5d ago
Clark, DevonJane Doe555-501-442222d$920Pending2d ago
Nguyen, KimMike Ross555-601-553318d$720No LOP7d ago
Attorney direct phone visible — call right from this screen
When you log LOP received in the case — it clears from this queue
By Attorney — Grouped View
All cases grouped by attorney. See total balance, case count, and no-LOP count per firm at a glance.
View 4 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
Cases By Attorney
All cases grouped by attorney · Balance · Case count · No-LOP count per firm
Secured
Attorney summary — sorted by total balance6 attorneys
AttorneyFirmPhoneEmailCasesTotal BalanceNo LOP
John SmithSmith & Assoc.555-301-2211[email protected]5$12,4002
Bob LeeLee & Partners555-401-3312[email protected]6$15,2001
Jane DoeDoe Law Group555-501-4422[email protected]4$9,8000
Kim ParkPark & Lee555-601-5533[email protected]4$8,1001
Mike RossRoss Legal555-701-6644[email protected]3$6,2000
Total Attorneys
6
Active firms
Total Case Value
$68k
Across all firms
Attorneys w/ No LOP
3
Need follow-up
Highest Balance
Lee & Partners
$15,200
Attorney phone and email stored per case — visible in this summary
No-LOP count per attorney — see where collection risk is concentrated
Settlement Status Pipeline
Open · Treating · Records Requested · Negotiating · Settled · Litigation · Closed — you update the status manually as each case progresses.
View 5 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
Settlement Status
Cases in negotiation and settlement · Update status as each case progresses
Secured
Negotiating
5
Settlement in progress
Litigation
2
Track carefully
Settled / Closed
8
Archived with date
Settlement Value
$42k
Settled cases total
How the pipeline works: You set and update the status on each case as it moves through. When you mark a case Settled or Closed, it moves to the archive with a date stamp. There are no automatic status changes — you stay in control.
Negotiating & litigation cases7 active
PatientAttorneyBalanceStatusLast UpdateNotes
Thompson, DanaJane Doe$5,400NegotiatingMay 10Demand $8,200 sent. Awaiting offer.
Chen, WeiJohn Smith$4,200NegotiatingMay 8Counter $6,500. Reviewing with client.
Adams, RayMike Ross$3,800LitigationApr 28Filed in court. Trial date TBD.
Kim, DavidBob Lee$2,900NegotiatingMay 12Offer received $4,100. Client reviewing.
You set the status — dashboard organizes by pipeline stage
Mark Settled → case moves to archive with date stamp
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
MVA Dashboard
Secured
+ Add MVA Case
No LOP On File
4
Cannot bill without LOP
Total Case Value
$68k
Outstanding
Records Not Sent
7
Requested — not sent
No Follow-Up 21d+
5
Attorney not responding
No LOP alerts4
📄
Williams, James
No LOP · 65d · $1,850 at risk
Status breakdown
Treating: 10 · Negotiating: 5 · Litigation: 2
Attorney name, firm, phone, and email — all stored per case
LOP status — No, Pending, or Yes · Log the date when received
PIP carrier, claim #, adjuster, and direct phone on every case
5 note types — Call, Attorney, LOP, Resolved, General
Records Not Sent + Follow-Up Queue
Track what was requested and what was actually sent. Follow-up queue shows cases where you haven't logged contact in 21+ days.
View 6 of 7
Overview
MVA Dashboard4
All Cases22
Action Queues
No LOP On File4
Records Not Sent7
Follow-Up Queue5
Views
By Attorney
Settlement Status
Closed / Settled
Records Not Sent
Records requested but not yet logged as sent · Update the sent date when you send them
Secured
Records Not Sent
7
Requested — send to attorney
No Follow-Up 21d+
5
Log your next contact
Records Sent
9
Logged and done
Total Active Cases
22
Open MVA cases
Records requested — not yet sent7 pending
PatientAttorneyRequestedDays Waiting
Martinez, CarlosKim ParkMay 514d
Rodriguez, AnaJohn SmithMay 811d
Patel, RajBob LeeApr 2821d
Wilson, PatJane DoeApr 2029d
Follow-up queue — no contact logged 21d+5 cases
PatientAttorneyLast ContactDays Since
Williams, JamesJohn SmithApr 2821d
Clark, DevonJane DoeApr 2227d
Nguyen, KimMike RossApr 2821d
Brooks, TanyaBob LeeMay 514d
Records queue clears when you log the sent date in the case
Follow-up queue: cases where last logged contact was 21+ days ago
JRC
JRC Billing Tools
MVA / Attorney Tracker
Every accident case tracked.
LOP status, attorney contacts, PIP carrier, records workflow, and settlement pipeline — all in one dashboard you own and control.
You enter and update the data. The dashboard organizes it, surfaces what needs attention, and keeps everything in one place.
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