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Sovereign Litigation Partners Filevine Case Management

SLP Filevine Case Management

Centralized dashboard for deadlines, documents, and operational tasks.

Operational Hub

Calendar & Upcoming Deadlines

Upcoming Deadlines

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Documents

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Planner Tasks

SLP Hub

Status

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Task List

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Sovereign Litigation Partners Structural Architecture

Chain of Command and Accountability

Official firm reporting hierarchy and responsibility matrix.

Operational Standard

I. Visual Reporting Hierarchy

Founder and Principal
John
Firm Vision & Final Legal Accountability
Head of Strategy &
Systems Transformation
Claud
Firm Architecture & Infrastructure
Litigation Attorney
Open Hiring
Trial Strategy
High Value Filing
Operations Assistant
Jane Doe
Offshore Remote
Operations Support
Lead Case Manager
Emily
In Office
Case Management
Senior Case
Manager
Open Hiring
Offshore Remote
Litigation
Paralegal
Susan
Offshore Remote
Litigation
Case Manager
Sarah
In Office
Case Management
Case Manager
David
Offshore Remote
Case Management
Assistant Case
Manager
Michael
Offshore Remote
Intake & Support
Assistant Case
Manager
Robert
Offshore Remote
Multilingual Intake
Assistant Case
Manager
Lisa
Offshore Remote
Medical Support

Claud's Operational & HR Focus

  • ♦ Firm HR: Talent Acquisition, Compensation & Management
  • ♦ Define and enforce operational protocols and task priorities
  • ♦ Audit and analyze current firm workflows
  • ♦ Identify and reduce operational bottlenecks
  • ♦ Execute projects and administrative research
  • ♦ Perform technical system maintenance

Emily's Case Management Focus

  • ♦ Case Management Oversight
  • ♦ Administrative Case Progression and Workflow Execution

II. Leadership RACI Matrix

Strategic Command and Integration

Strategic Project Area Claud Emily John
Firm Policy and Standards A R I C
Systems Architecture A R I C
Onboarding and Off Boarding Protocols A R I C
Filevine Task Recovery Audit A R C I
Case Strategy and Legal Decisions C I R A
Tracking Cashflows A R I C
SOP Documentation and Enforcement A R I C
Planner Data Integrity A R I C
Weekly Progress Review R I A

III. Team Responsibilities by Role

Operations Assistant

  • • JANE
  • • Mailbox and Filevine Management triage
  • • Calendar Management for DOL, SOL, and court deadlines
  • • System Compliance enforcement support
  • • Operational and administrative coordination support

Case Managers

  • • SARAH
  • • DAVID
  • • Full ownership of assigned Filevine projects from intake to resolution
  • • Client communication and case status updates
  • • Provider balance verifications and lien coordination
  • • Ensuring Filevine project compliance with firm standards and deadlines

Asst Case Manager

  • • MICHAEL
  • • ROBERT

CASE MANAGEMENT SUPPORT

  • • Handling Intake Inbound and Outbound Vetting and Retention Sign up
  • • Opening Filevine Projects and Insurance Claims
  • • Client Communication and Status Updates
  • • Filevine Project Compliance

Paralegal

SUSAN

  • • Drafting Demands and RB Exhibits
  • • Drafting Summons and Complaints for litigation
  • • Drafting Decline and Drop and Lien Letters
  • • High level legal drafting support for team
  • • Lien Master List Maintenance
  • • Medical Balance Coordination

Medical Support Lead

LISA

  • • Medical records retriever for Ambulance and ER and statutory liens
  • • Itemization and checks for medical bills
  • • Primary medical file routing
  • • General administrative noise reduction

IV. Operational Workflow RACI

This table shows who is responsible for carrying out each task and who is accountable for its outcome.

If a task does not have someone specifically listed as Accountable A, the following defaults apply:

  • John — Accountable A for all legal matters
  • Claud — Accountable A for all operational matters
Workflow Task Jane Doe
Ops Asst 		Emily
LCMS 		Sarah - David
CMS 		Susan
Paralegal 		Michael - Robert
Admin 		Lisa
Med
Mailbox and Filevine Triage R I I I I I
Calendar and Deadline Management R I I I I I
System Compliance Enforcement R I I I I I
Operational and Administrative Coordination R I I I I I
Intake Vetting and Retention Sign up I A I I R I
Opening Filevine and Insurance Claims I A I I R I
Client Communication and Status Updates I A R I R I
Filevine Project Compliance C A R I R I
Provider Balance Verifications and Lien Coordination I A C C I R
Property Damage Claim Resolution I A R I I I
Drafting Demands and RB Exhibits I R C R I I
Drafting Summons and Complaints I R I R I I
Lien Master List Maintenance I A C R I R
Medical Balance Coordination I R I R I C
Medical Record Retrieval and Audit I A C I I R
R Responsible
A Accountable
C Consulted
I Informed