Attorney Tips for Organizing an Upcoming Disability Case

Being organized and presenting your case in the most effective manner can have a major impact on the case outcome, especially when you have a client in the appeal stage of a Social Security Disability or ERISA Long-Term Disability or even an Individual Disability Income case. This is why many attorneys are looking to develop a streamlined process for handling the incoming information and the organization of this data for use in their trial preparation or in court.

To start with, review any and all communication with the government authority responsible for approving or denying a claim. You may need to consult with your client to get a sense of what materials have been important in a claim up until this point. You may learn that there are additional ways to prepare the case in order to increase the chances of the claim being successful.

Many individuals applying for disability do not realize that there are so many elements at play involved in a disability claim, and this is in fact why they have reached out to an attorney to help. Understanding where the claim has already been and what you can do to enhance the presentation goes a long way to preparing the case.

Verify that all instructions have been followed properly and identify places where gaps exist. In this initial process, it can also be very beneficial to speak directly with your client about any questions that emerge during this time. Next, collect and organize the medical records. In many cases, this is some of the most challenging and overwhelming work that an attorney might complete during the process for preparing for a disability case.

Having a medical records summary or medical indexing service do some of the leg work for you can be extremely helpful, especially when there is a high volume of medical record data or rapidly approaching hearing date. You might wish to partner with a medical records summary or indexing company, for example, to have a faster and easier way to reference all of this material in order come up with your conclusion and litigation strategy.

Once you have received the information regarding the summary of medical records or medical indexing, you want to consider whether the materials in your possession are enough to support a substantial claim. Can you determine whether any additional information needs to be included with the claim, especially evaluations from other physicians. Or, are there holes in the case that may need to be closed up by your efforts to strengthen the concerns of your client. It might take additional reports from other physicians to back up the severity of the injuries, for example.

Finally, organize the medical records in an easy-to-reference format so that you can simply locate various pieces of medical data as quickly as possible. Having all of your materials in order goes a long way towards making you feel confident in court and identifying the potential weaknesses of your case.

Take some of the pressure off when it comes to preparing for trials by contacting Medical Legal Spider today. We have several great options that can help attorneys and firms streamline their processes, while increasing productivity and control over your cases.

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