The file speaks for the agency
The quality of an agency’s documentation says a great deal about its business practices. Sloppy, incomplete, inconsistent files are a plaintiff attorney’s dream. Well-organized, well-documented files can support the agency’s position in a he-said, she-said courtroom dispute.
Anyone reading a client file should be able to follow the history of transactions, discussions and decisions in:
- Phone logs
- Risk exposure questionnaires
- Proposals and quotes
- Policies
- Client correspondence
- Company correspondence
- Voicemail records
Agency E&O audits
As part of an agency E&O audit, Mr. Sapourn reviews a sample of customer files, makes recommendations and provides examples of better practices. Consistent, complete documentation acts as a shield in litigation.
Mr. Sapourn is retained by both plaintiff and defense counsel for case analysis, opinion reports, affidavits, depositions and trial testimony. Request his CV and Rule 26 disclosure through the contact form.