Defense Checklist Client: Claim No.: Address: Adjuster: Phone: Insured: Employer: Address: DOB: SS#: Home Phone: Work Phone:Date of Loss: Time: Location: Date Served: Attorney: Plaintiff: Address: Case No: Court: Phone: Preliminary Opinion to Company: Document Date Filed Trial Date Client NotifiedComplaint Answer Requests for Production Requests for Admission Summary Judgement Motion Name of Witness Address Telephone Interviewed SubpoenaedMedical Exam Scheduled: Doctor: Phone: Pretrial Evaluation and Opinion to Company: Hospital Liens: Settlement Authorization: Settlement Demand: Settlement Offer: Settlement/Judgement Amount: Judgement Signed: Cost Bill Filed: Closing Letter to Company: NOTICE OF APPEAL DUE:_______________________