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Case Claimant

OC101728 Ayala, Marco


OC101633 Rosario, Daniel & Catherine
OC101876 Chery, Mirlaine
OC101524 Colagiovanni, Maria & Fred
OC102230 Ramirez, Juan
OC101996 Cabrera, Hector
OC102248 Estevez, Silvia | Salesforce
OC102142 Leiba, Dwight & Rachel
Task Date of the call
Call OC. - Need status of the release payment 8/9/2022
Call client - Need executed release & signed closing statement back 8/9/2022
Call OC - Need status for release payment 8/10/2022
Call client - Need executed release & closing statement back
Call client - What time is the client available between the 24th to 27th of Augu 8/23/2022
Client called to let us know that he wants a meeting in Spanish so he can know about his case so far.
Call back
Call back 9/2/2022
Notes Status Comments
Answer expected within 24 hours Complete LM. Call again today.
Release has been already sent. It was re Complete Call client instead.
Complete
Complete
Called client for scheduling a reinspectionComplete
his case so far. Complete
Complete
Client asked about how to answer questions
Complete2 and 3 for the ROGS, he was explained about that.
Last name Name (1) CRN filed in the fldfs.com
Carrillo Leopoldo Done
Causey Kimberly Done
Corniello Carol Done
Danaher II John Done
DEUBEL GLEN Done
Fakih Saif Done
Farmer Dorinda Done
Fiore Wayne Done
Gilman Dave Done
Graulich Kacee Done
Kim Un Son Done
Libero Diane Done
Luedester Lyle Done
McKenna Patrick Done
Morris Cynthia Done
Munoz Echeverri Angelica Done
O'Connor Kevin and Kristen Done
PG LODGE #1693 LOYAL ORDER MOOSE Done
Salguero Edwin Done
Sciortino Brandon Done
Stewart Shelley Done
Turner Floribeth Done
Vazquez Jose Done
Walker Steven Done
Walker Steven N/A
White Delores Done
Winchell Brian Done
Ekleberry Dolores Done
Sowers Michael Done
Kuntz Adaam Done
Palmer John Done
Ploskonka Tracie Done
Jones David & Joanna Done
Nguyen Hang Done
KRYSTEN DANIEL WILKINS Done
RAHMAN MOHAMED Done
LOJACONO RYNE Done
(2) Email sent to PA (3) CRN entry in Salesforce Rescind
Done Done N/A
Done Done N/A
Done Done N/A
Done Done N/A
Done Done N/A
Done Done N/A
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N/A N/A Done
Done Done N/A
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Done Done Done
Done Done N/A
Done Done N/A
Done To do
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Link to case Date OLG Notes
Carrillo, Leopoldo OC101489
Causey, Kimberly OC102295
Corniello, Carol OC102291
Danaher II, John 8/23/2022 OC102313
Deubel, Glen 8/30/2022 OC102339
Fakih, Saif 9/1/2022 OC102342
Farmer, Dorinda 8/19/2022 OC102306
Fiore, Wayne OC102286
Gilman, Dave OC102301
Graulich, Kacee 8/22/2022 OC102310
Kim, Un Son OC102297
Libero, Diane 8/22/2022 OC102309
Luedester, Lyle 9/1/2022 OC102344
McKenna, Patrick OC102282
Morris, Cynthia and Travis 9/12/2022 OC102311 Rescinded CRN
Munoz Echeverri, Angelica OC102283
O'Connor, Kevin and Kristen 8/25/2022 OC102327
Pg Lodge #1693 Loyal Order Moose 8/30/2022 OC102338
Edwin Salguero and Adonilsa Rodriguez 8/16/2022 OC102293
Sciortino, Brandon 8/25/2022 OC102328
Stewart, Shelley 8/23/2022 OC102314
Turner, Floribeth OC102288
Jose Vazquez & Gonzalez, Felicia 8/23/2022 OC102312 Homeowner's address pendant to be sent from PA.
Walker, Steven OC102284
Walker, Steven 9/2/2022 OC102284
White, Delores 9/1/2022 OC102343
Winchell, Brian OC102296
Ekleberry Trust, Dolores R OC102246 Ins. Co. answered CRN and sent denial letter.
Sowers, Michael OC102369
Kuntz, Adaam OC102370

Check if Ins. Co. is the right one.

OC102375
OC102374
OC102376
OC102377
Have in mind Status

Third party To do
Put Disclaimer to the end of the facts On it
Resend the CRN if the Pa asks us to Done
Call the OC whenever there is one N/A

Rescinded CRN
Rescind file 643327 whenever possible.

Homeowner's address pendant to be sent from PA.

Ins. Co. answered CRN and sent denial letter.

Check if Ins. Co. is the right one.


Attorney applicable
Last name Ovadia First name Abraham
Street address 4800 N Federal Hwy D204
City Boca Raton State FL Zip 33431
Name Case salesforce SalesForce Entry Verify Retainer's lett
Aleman Nunez, Agnes OC102285 Done Done
Hance, Barbara OC102149 Done Done
Kavindarikath, Saj OC102103 Done Done
Lee, Keon OC102294 Done Done
Goehart, Louise OC102330 Done Done
Gutierrez, Daysi OC102333 Done Done
Wade, Selma OC102340 Done Done
Duffy, Angela OC102170 Done Done
Estevez, Silvia OC102248 Done Done
Turner, Angela OC102336 Done Done
Romero, Rafael & Zoila OC102371 Done Done
Stover, Jeffrey & Carol OC102224 Done Done
Ekleberry Trust, Dolores R Done Done
Forslund, Wayne & Linda Done Done
Stover, Jeffrey & Carol Done Done
Libero, Diane Done Done
Attilio, Carol & Richard Done Done
Barker, Greg Done Done
Piacitelli, Carol Done Done
Farmer, Carol & Larry Done Done
Shentu, Yinan Done Done
LOR generated LOR uploaded into ClieLOR Email sent to Ins. Co.
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Intro letter generated Intro letter loaded into Clients Docs
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
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Done Done
Email sent to client (Attach Intro letter) Intro call to client Add note Update contact date
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Pending
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done Done Done
Done Done To do To do
Done Pending Pending Pending
Done Done Done Done
Done
NOI task Date Email Status 1 Generate LOR
Done 2 We have to task Chris to get the Re
Done 8/22/2022 upciceservice05@unTo do 3 Task ourselves to do the lor AND in
Done 8/22/2022 Pending 4 Task myself to send email requesti
Done 8/23/2022 Done
Pending 8/26/2022 N/A
Done 8/26/2022
Done 8/31/2022
Done 8/30/2022 All presuit
Pending 8/30/2022 All litigation
Pending 9/1/2022
Done
Done
Pending 9/20/2022
Pending
Pending
Pending 9/20/2022
Done
To do
Pending Sent LOR and the retainer is still yet to be sent.
Done
to task Chris to get the Retainer's letter
elves to do the lor AND intro/call email
elf to send email requesting PA estimate
Name of client Download all docs Fill out PA's estimates into salesforce
Wolf, Gregory & Hillyer, Timothy Done Done
Wade, Selma Done Done
Romero, Rafael & Zoila Done Done
Libero, Diane Done Done
Attilio, Carol & Richard Done Done
Ekleberry Trust, Dolores R Done Done
Forslund, Wayne & Linda Done Done
Burris, Courtney Done Done
Stover, Jeffrey & Carol Done Done
Piacitelli, Carol On it Done
Barker, Greg Done Done
Farmer, Carol & Larry Done Done
Fill out NOI in website Create note with the filing info
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Case status as "Open demand letter sent" Update "Demand letter sent" date
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Task NOI Follow-up (due date after 10 BD) Save Notice file into Salesforce root folder
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Follow up Task paralegal "Draft Complaint for approval"
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it
On it On it

Ovadia Law Group, PA


Comments To do
On it
Done
N/A

No response

Username: Homeowners@wesetthestandards.co
Password: RominaDaGod0605

Atto
Last name
Street address
City

Lawsuit
PA estimate (Summary for Dwelling)
Invoices (out of pocket)

Salesforce
Lawsuit client Billed
Lawsuit Deductible
Lawsuit Paid
Lawsuit Amount
ners@wesetthestandards.com
aGod0605

Attorney applicable
Ovadia First name Abraham
4800 N Federal Hwy D204
Boca Raton State FL Zip 33431

Lawsuit calculator
$ 63,412.16
$ -
PIITIL Home Page (myfloridacfo.gov)
Salesforce Presuit Settlement Demand: $ 67,412.16
$ 63,412.16 Damages $ 63,412.16
$ 1,000.00 Attorney Fees: $ 5,000.00
$ - Costs $ -
$ 62,412.16 Disputed Amount: $ 62,412.16
This Notice is being pThis Notice is given pursuant to Fla. Stat. 627.70152(3). A copy of this Notice has been prov
Denial Underpaid, No response

1.87
2.55
4.42
1.92

Attorney Florida Bar No.


Tephaine Whitmore 57938
Ryan Treulieb
copy of this Notice has been provided to the Claimant. Our office represents Wayne & Linda Forslund. At all times material hereto, the insu
times material hereto, the insurer provided a policy of homeowners insurance to the Claimant. While the policy was in full force and effec
icy was in full force and effect, the subject property sustained physical damage as a result of a covered peril. The Claimant subsequently an
The Claimant subsequently and timely filed a claim with the insurer for benefits under the policy. The insurer failed to pay all benefits due
er failed to pay all benefits due under the policy. The Claimant has retained this law firm to represent it in the forthcoming action.
forthcoming action.
OLG file Client Attorney
OC102012 Barrameda, Jose & Lanseol, Kim Ryan Treulieb, Esq.
OC101975 Bayly, Richard Tephaine D Whitmore
OC101849 Becena, Melchor Tephaine D Whitmore
OC101863 Blanchard, Ray & Vikki Tephaine D Whitmore
OC101996 Cabrera, Hector Tephaine D Whitmore
OC101934 Cole, Debra & Eirtella Tephaine D Whitmore
OC101616 Davis, Billy Ryan Treulieb, Esq.
OC102156 Dockery, Christopher & Elizabeth Ryan Treulieb, Esq.
OC102170 Duffy, Angela Tephaine D Whitmore
OC102024 Erdel, Robert & Jeanette Ryan Treulieb, Esq.
OC102024 Ferrer, Ricardo Ryan Treulieb, Esq.
OC102024 Griffin, Almenis & Brenda Ryan Treulieb, Esq.
OC101921 Haynes, Adolphus & Espanita #N/A
OC101794 Krost, Cindi & Stuart #N/A
OC102142 Leiba, Dwight & Rachel #N/A
OC102079 Luster, Pamela #N/A
OC101756 Marcotte, Rocio & Michael #N/A
OC101754 Martin, James #N/A
OC101870 Peon Vinent, Gretel #N/A
OC102118 Perrotto, Salvatore & Carol #N/A
OC101964 Romero, Cesar & Vanessa Tephaine D Whitmore
OC102054 Rueda, Ghislaine Tephaine D Whitmore
OC101936 Smith, Wilbert & Susie #N/A
OC101501 Stevenson, Ronald #N/A
OC101912 Suarez, Angela Tephaine D Whitmore
OC102030 Wood, Martin & Theresa #N/A
OC101982 Worthen, Steven & Cathy #N/A
OC101754 Martin, James #N/A
OC102018 Cabrera, Juana & Reemberto Tephaine D Whitmore
OC102140 Colvin, Glenda, Lynn & Michael Ryan Treulieb, Esq.
OC102354 Wolf, Gregory & Hillyer, TimothyEdit Related To: ItemEsq.
Ryan Treulieb, 18
OC101874 Carroll, Harold & Berta Alicia CardodadTephaine D Whitmore
Discovery
Client/Provider Build the Discovery template (ROGs, RTP, RFA)
0 Done
0 Done
0 Done
0 Done
0 Done
0 Done
0 Done
0 Waiting for responses
Rapid Emergency Restoration LLC Done
0 Done
0 Done
0 Done
#N/A Done
#N/A Done
#N/A Done
#N/A Done
#N/A Done
#N/A Done
#N/A Done
#N/A Done
0 Done
0 Waiting for responses
#N/A Done
#N/A Done
0 Done
#N/A Done
#N/A Done
#N/A Done
0 Done
0 Done
0
0 Done
Discovery > Template for ROGs, RTP & RFA
Verification (Oath) blank page Upload to Litigation > Discovery Send ROGs and Oath to client
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done N/A
Done Done Done
Done Done Done
Waiting for responses Waiting for responses Waiting for responses
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Waiting for responses Waiting for responses Waiting for responses
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done
Done Done Done

Done Done To do
Call client to schedule ROGs meeting with attorney Task: Follow up on ROGs and Oath
Done Done
Done Done
Done Done
Done Done
N/A N/A
Done Done
Done Done
Waiting for responses Waiting for responses
Done Done
Done Done
Done Done
Done Done
Done n/a
Done Done
Done Done
Done To do
Done Done
Done Done
Done Done
Done Done
Done On it
Waiting for responses Waiting for responses
Done Done
Done Done
Done Done
Done Done
Done Done
Done Done
Done On it
Done Done

To do To do
Reviewed tasks Date due Comments Column1 To do
OK 9/21/2022 No pendant tasks Done
OK 9/7/2022 Called client and LM about ROGS On it
OK 9/7/2022 Called client to have an update about ROGs and Oath Waiting for responses
OK 9/6/2022 Call client on Sept 15/200 at 9 am. N/A
OK n/a Client wants to withdraw the lawsuit and the attorney is working on getting it out of court.
OK 9/7/2022
OK 9/21/2022
Not done 9/2/2022 No Discovery files yet.
OK 9/14/2022 ROGS and Oath se RRS LLC: jeremy@rapidremediationfl.com
OK 9/22/2022 Called client about ROGS
OK 9/7/2022
OK 9/15/2022 Call client to follow up on ROGs and Oath
OK n/a Uploadad P's responses to RTP and RTP's DOCs
OK 9/7/2022 It is left Cindi's answers to be produced.
OK 9/16/2022
OK 9/5/2022 Called client - Did not receive Oath and ROGs
OK 9/14/2022 Client called to let us know that she will send the ROGs answers today asap
Done 9/14/2022 Ask Valentina if she has answers to ROGs and Oath
OK 9/2/2022
OK
OK 9/23/2022 Sent ROGs and Oath
OK 9/13/2022 No ROGS, the OC is yet to send them.
OK 9/7/2022
OK 9/7/2022 Call on Thusday 15th Sept at 12 noon to help with ROGs.
OK 9/7/2022
OK 9/14/2022 Template RFA
Confirm if oath with strikethroughs is all right.
Waiting for responses

ng on getting it out of court. The plaintiff agreed to authorizing us to charge the insurance company for the attorney fees.

s today asap
attorney fees.
OLG File Number Claimant File Receiveded
OC101480 Cisneros, Jorge 5/19/2021
OC101621 West, Jerry 8/25/2021
OC102371 Romero, Rafael & Zoila 9/16/2022
OC102249 Burris, Courtney J 7/22/2022
OC102224 Stover, Jeffrey & Carol 9/15/2022
OC102383 Long, David & Kathleen 9/23/2022
OC102387 Darling, Wallace & Karen 9/26/2022
OC102077 Royal Millenia Legacy Holdings, LLC 5/6/2022
OC102135 Piacitelli, Carol 9/22/2022
OC102363 Stoltman, Paul & Jennifer 9/13/2022
OC102380 Ploskonka, Tracie 9/28/2022
OC102398 Shentu, Yinan 10/28/2022
DOL Case Status Claim Number
6/26/2019 Open. Insurance Company in Receivership. 20203466
3/26/2021 Open. Demand Letter Sent. FL21-0111912
12/21/2021 Open. Demand Letter Sent. 683678643
3/16/2022 Open. Demand Letter Sent. FL22-0112110-W222
4/7/2022 Open. Demand Letter Sent. 3300399974
6/21/2021 Open. Need More Info to Demand. 21FL00140182
12/21/2021 Open. Need More Info to Demand. 59-36C9-27T
6/24/2021 Open. Demand Letter Sent. KY21K2554981
12/21/2021 Open. Demand Letter Sent. 654973874
12/12/2021 Open. Demand Letter Sent. H78049
3/12/2022 Open. Demand Letter Sent. H86672
9/15/2021 Open. Need to create Demand Letter 223352
Demand Letter Sent Client/Provider Public Adjuster
8/19/2021 1st Call Disaster Management, INC
11/2/2022 Barclays Public Adjuster
9/23/2022 Archer Claims a division of Unpaid Claims, LLC
9/26/2022
9/26/2022 Archer Claims a division of Unpaid Claims, LLC
-- Archer Claims a division of Unpaid Claims, LLC
-- Archer Claims a division of Unpaid Claims, LLC
9/27/2022 1st Call Disaster Management, INC
9/27/2022 Archer Claims a division of Unpaid Claims, LLC
9/29/2022 Archer Claims a division of Unpaid Claims, LLC
10/6/2022 Dependable Resolutions, LLC
Sunshine Property Claims
Most recent client Contact Case #
10/13/2022
8/19/2022 50-2021-CA-010315-XXXX-MB

10/13/2022

7/20/2022
9/27/2022
10/5/2022
10/6/2022
10/31/2022
Insurance Provider Case ManaManaging Attorney
Avatar Property & Casualty Insurance Company Carlos C Ryan Treulieb, Esq.
Universal Property & Casualty Insurance Co Carlos C Tephaine D Whitmore
New Hampshire Insurance Company Carlos C Ryan Treulieb, Esq.
Universal Property & Casualty Insurance Co Carlos C Ryan Treulieb, Esq.
Tower Hill Signature Insurance Company Carlos C Ryan Treulieb, Esq.
United Property & Casualty Insurance Company Carlos C Ryan Treulieb, Esq.
State Farm Florida Insurance Company Carlos C Ryan Treulieb, Esq.
Westchester Surplus Lines Insurance Company Carlos C Tephaine D Whitmore
Castle Key Insurance Company Carlos C Ryan Treulieb, Esq.
Heritage Property & Casualty Insurance Carlos C Ryan Treulieb, Esq.
Heritage Property & Casualty Insurance Carlos C Ryan Treulieb, Esq.
Security First Insurance Company Carlos C Ryan Treulieb, Esq.
Retainer signed date Retainer Stage of case Due date for NOI NOI filed
5/21/2022 1 Prelitigation 6/20/2022 8/19/2021
3/26/2021 1 Prelitigation 4/25/2021 11/2/2022
9/20/2022 1 Prelitigation 10/20/2022 9/23/2022
8/3/2022 1 Prelitigation 9/2/2022 9/26/2022
9/21/2022 1 Prelitigation 10/21/2022 9/26/2022
0 Prelitigation N/A --
0 Prelitigation N/A --
7/22/2022 1 Prelitigation 8/21/2022 9/27/2022
9/27/2022 1 Prelitigation 10/27/2022 9/27/2022
9/15/2022 1 Prelitigation 10/15/2022 9/29/2022
10/5/2022 1 Prelitigation 11/4/2022 10/6/2022
10/31/2022 1 Prelitigation 11/30/2022 10/24/2022
Due date to task the drafting of lawsuit Days left for filing lawsuit Email Lawsuit int
9/2/2021 -129 vicmc7209@yahoo.com
11/16/2022 20 jwest2670@gmail.com
11/2/2022 6 zeromero41@aol.com
10/11/2022 -16 davidmatthewllc@gmail.com
10/11/2022 -6 cars202123@gmail.com
N/A n/a 19dlong59@gmail.com
N/A n/a kesbrol@yahoo.com
10/12/2022 -15
10/12/2022 0 cjpiac@comcast.net
10/14/2022 -12 love2atv4@aol.com
10/21/2022 8 tap21212@yahoo.com
11/7/2022 34 aznshents@gmail.com
Reason for lawsuit Stage of process according to the status
Open. Lawsuit Prepared. Prelitigation

Mediation
Client Due date Status Priority
Membreno, Maria 11/7/2022 Done
Chernish, Walter 10/25/2022 Done
Burnt Store Colony RO Association Inc. 10/21/2022 Done
Carneiro, Renato 10/25/2022 Done
Brown, Jeffrey 9/30/2022 Done Priority
Diehl, James 10/3/2022 Done Priority
Dufresne, Lon & Carrie 11/18/2022 Done
Dickson, Allan 10/3/2022 Done Priority
Davis, Billy 11/14/2022 Done x
Cheong, Seongbae & Youngsun 11/8/2022 Done X
West, Jerry 10/18/2022 Done x
Arroyo, Remy & Lynn 10/25/2022 Done x
Barzo, Curtis and Susan 10/21/2022 Done x
Velez, Susan 11/11/2022 Done x
De Lana, Monica & Josias 10/17/2022 Done x
De Lana, Monica & Josias 10/17/2022 Done x
Doodnauth, Hilda 10/13/2022 Done x
Blanchard, Ray & Vikki 11/14/2022 Done
Curtis, Matthew 10/21/2022 Done
Carroll, Harold & Berta Alicia Cardodad 10/28/2022 Done
Chambers, Courtney 9/30/2022 Done Priority
Suarez, Angela 11/22/2022 Done
Recacho, Bernardo & Rosalinda 10/3/2022 Done Priority
Balmer, Steven & Roycroft, Karen 10/10/2022 Done
Cole, Debra & Eirtella 11/8/2022 Done
Acevedo, Jeissa Y. 10/17/2022 Done
Romero, Cesar & Vanessa 11/24/2022 Done
Ball, Tracy 10/18/2022 Done
Rodriguez, Miriam & Cesar 10/21/2022 Done
Bayly, Richard 11/8/2022 Done
Cabrera, Hector 10/4/2022 Done Priority
Ali, Massood 10/25/2022 Done
Ali, Massood 10/25/2022 Done
Barrameda, Jose & Lanseol, Kim 11/25/2022 Done
Cabrera, Juana & Reemberto 11/21/2022 Done
Erdel, Robert & Jeanette 11/18/2022 Done
Bates, Garrett 10/24/2022 Done
Eames, Rachel and Jeffrey 10/6/2022 Done Priority
Rueda, Ghislaine 11/29/2022 Done
Otero, Jose R 10/17/2022 Done
Bates, Garrett 10/20/2022 Done
Castillo, Oswaldo & Pernudi, Vivien 10/24/2022 Done
Campbell, Thema 11/4/2022 Done
Colvin, Glenda, Lynn & Michael 11/28/2022 Done
Silva, Louis and Brenda 10/31/2022 Done
Boyd, Joseph 10/25/2022 Done
Dockery, Christopher & Elizabeth 10/28/2022 Done
Bryant, Janine 11/14/2022 Done
Aleman Nunez, Agnes 11/28/2022 Done
Ramirez, Juan 11/4/2022 Done
Piorno, Lourdes 11/7/2022 Done
Bravo, Elizabeth & Lazaro 1/6/2023 Done every 90 days
Doodnauth, Hilda & Victor 10/26/22 Done
Daru, Richard 11/14/22 Done
Ayoub Property Holding, LLC 12/28/22 Done
Martinez, Yariel 12/27/22 Done
West, Jerry 10/18/22 Done
Carlson, Cynthia 11/1/22 Done
De Lana, Monica & Josias 10/17/22 Done
Doisy Felipe & Saamara Aguero 12/28/22 Done
Boyd, Steven & Libbey 12/21/22 Done
Covington, Clifton & Miriam 12/27/22 Done
Rojas, Osvaldo 12/27/22 Done
Sotelo, Lina 12/21/22 Done
Cedeno, Barbara 12/28/22 Done
Aleman Nunez, Agnes 11/28/22 Done
Canepa, Frank 1/5/2023 Done
Stoker, Kimberly & Sedlow, Ryan 1/6/2023 Done
Rousey, Shari and Jeffery 12/5/2022 Done
Case Review
To do
Done
On it
Waiting for responses
N/A
After lawsuit intro calls are done, task the paralegal or atty. To do a Case Review within the next 90 days.
Task Case review OC######
Repetitive every 60 days
1
2
3
4
5
6
7
8
9
10
11
12
13
Letters and Emails with your insurance company about the loss
Letters and Emails with your public adjuster about the loss
Photographs of the damage to your home/property
Videos of the damage to your home/property
Reports about the cause of the loss
Contracts you signed for repairs
Estimates/Proposals for repairs of the damage
Invoices for completed repairs
Receipts for payments you made for repairs
Receipts showing any Additional Living Expenses (e.g. hotel stay expenses, meal expenses) you incurred as a result of the loss
List of any contents (e.g. furniture, artwork, clothing, etc.) within your home that was damaged during the loss event
Any documents showing the value/original cost of any damaged content that was included on the list
Mortgage statement, if the home has a mortgage on it.

Contacts with PA, repair companies


Estimates/ Proposals for repairs
Receipts and invoices (Additional Living Expenses (ALE), repairs)
Communications with PA and Ins Co
Photos, videos of damages
Content within your home and documents to prove how much they worth (furniture, artwork, clothing)
Libero, Diane Attilio, Carol & Richard
No No
No No
Yes Yes
No No
No No
No No
No No
No No
No No
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