Case Status Definitions

Front

Lead

Back

Indicates a brand-new case; however, we should always check the notes for any further instructions.

Front

Under Review

Back

A subject matter expert (SME) or an attorney is reviewing the case.

Front

Turn Down

Back

Reject the potential client (PC) as we are unable to assist with the case.

Front

Referred Out

Back

We cannot assist with the case; however, with the potential client’s permission, we can send the case to our partnering firms for possible assistance instead.

Front

Sign Up in Progress

Back

We have sent an Authority to Represent (ATR) contract to the PC to move forward with their case, and we are waiting for it to be sent back.

Front

Retainer Received

Back

We have already received the retainer, correctly signed by our PC.