Note: Users must have authority to add, edit and / or delete litigation firms and their attorneys (Claims Detail group).
Firm Maintenance allows you to globally add any law firms and attorneys that your company uses when processing claims.
To add a law firm:
From the Diamond Administration Tree View, select Claims / Firm Maintenance.
Once the Firm Maintenance screen displays, choose Add.
On the Edit Firm screen:
Enter the name, address and phone numbers of the law firm.
If this is a firm approved by your company select the Approved Firm field, placing a check mark in it.
If this firm is active in your system (due to representing a client, for example), place a check mark in the Active field so the firm is available for use.
From the Firm Type combo box, select the law firm's specialty: Plaintiff, Defense or Public Adjuster.
Next, enter any narrative in the following fields: Firm Specialties, Contract Information, Billing Information and Remarks.
If an attorney working for the law firm needs to be added:
Click the Add / Edit Attorney button at the top of the screen.
On the Firm Attorney screen, select Add.
Enter the name of the attorney on the Edit Firm Attorney screen; address information defaults from entries / selections made on the Edit Firm screen.
Select OK. The Firm Attorney screen with all information entered returns.
Active: The field defaults with a check mark, indicating the attorney is currently used by your company.
You may continue adding other attorneys to the firm, or you may exit the Firm Attorney screen by clicking Close.
Close returns the Edit Firm screen.
Select Save to return to the Firm Maintenance screen. The firm is added to the list view; status of the firm "Active."
All "Active" firms / attorneys can be selected on the Claim Detail screen using the Litigation tab.
To edit a firm and / or one of its attorneys:
Highlight the firm and choose Edit, or double click the highlighted firm to return the Edit Firm screen.
Make any changes necessary.
To make the firm "Inactive," select Active to remove the check mark.
Select the Add / Edit Firm Attorney button.
Highlight or double click the attorney on the Firm Attorney screen.
To make the attorney "Inactive," select Active to remove the check mark.
Make any changes necessary to the attorney, and click Save.
Choose Close to return the Edit Firm screen.
Select Save to display the Firm Maintenance screen.
To "delete" (Inactivate) a firm:
Highlight the firm and click Delete on the Firm Maintenance screen.
Answer Yes to the question: "Delete firm?"
The firm is removed from the "Active" list view. "Deleting" a firm also deletes (or makes "Inactive") any attorneys assigned to it as well.
If you only want to delete an attorney from the firm (but not the firm itself):
Highlight the firm and choose Edit, or double click the highlighted firm to return the Edit Firm screen.
Select the Add / Edit Firm Attorney button.
Highlight or double click the attorney on the Firm Attorney screen.
Select "Active" to remove the check mark; makes the attorney "Inactive."
Click Save.
The attorney is removed from the "Active" list view on the Firm Attorney screen.
Located at the bottom of the Firm Maintenance and Firm Attorney screens are three (3) option buttons. These are:
All: Allows the viewing of all firms / attorneys in Diamond, including those that are "Active" and "Inactive."
Active: When selected, displays only those firms / attorneys that are "Active" in the system.
Inactive: Displays only those firms / attorneys who are "Inactive" in the system. Firms / attorneys cannot be deleted. They can only be made "Inactive."