Case Evaluation

Please Select Your Case Type

Real Estate
DWI/Traffic
Auto Accident/Slip & Fall
Workers' Comp
Wills/Trusts
Estate Administration

Real Estate Questions

Was your real estate transaction closed timely?

If not, was the delay caused by us?

No
Yes

Was the delay reasonable?

No
Yes

Did you receive copies of your documents?

No
Yes

Did our engagement letter prepare you for the closing process?

No
Yes

Was there anything important you were not advised about prior to the closing you feel would have been helpful?

No
Yes

If so, please let us know what information would have been helpful.

Did the closing proceed as expected?

No
Yes

If not, why not?

How would you rate our involvement in the overall process?

Excellent	Above Average	Average	Below Average

DWI Questions

Was the outcome of your case in Court consistent with your expectations?

No
Yes

If not, why not?

Auto Accident/Slip & Fall Questions

Did we resolve your case in a timely manner?

If not, was the delay caused by us?

No
Yes

Was the evaluation of your case and the demand process adequately explained and presented to you?

Did the amount recovered meet or exceed the evaluation given to you by your attorney?

Were you kept informed of all offers made by the insurance company?

Were you contacted on a regular basis concerning your injuries and medical treatment?

Was the demand package that was sent to the insurance company properly prepared to adequately present your injuries and damages to the insurance company?

If not, how could we have improved it?

Workers' Comp Questions

Did we resolve your case in a timely manner?

If not, was the delay caused by us?

No
Yes

Was the evaluation of your case and the demand process adequately explained and presented to you?

Did the amount recovered meet or exceed the evaluation given to you by your attorney?

Were you kept informed of all offers made by the insurance company?

Were you contacted on a regular basis concerning your injuries and medical treatment?

Were you promptly reimbursed for your medical travel?

Wills/Trusts Questions

Did we prepare your documents timely?

Were your options and the overall process adequately explained to you?

Were the documents prepared to your satisfaction?

If not, what could we have done differently to meet or exceed your expectations?

Did you feel we understood your estate planning goals and objectives?

Do you feel that the documents were adequately prepared to meet your goals and objectives?

Were the documents and the copies we prepared given to you in a neat and organized manner?

Is there any document or materials that you wish we had provided to you that we did not provide?

No
Yes

If so, what are they?

Estate Administration Questions

Was the overall estate administration process adequately explained to you?

Was the estate handled and closed in a timely manner?

If not, was the delay caused by us?

No
Yes

Were you kept informed of the progress and the reason for any delays?

Were accounts prepared in a timely and accurate manner?

If not, was the delay caused by us?

No
Yes

Were you given the opportunity to reject claims?

Were the rejections prepared in a timely and accurate manner?

Were debts and/or claims paid timely and accurately?

If not, was the delay caused by us?

No
Yes

Were distributions made timely and accurately?

Comments / Suggestions

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Kelly & West Attorneys

Client Evaluation

Step 1 of 2 - General Questions

End of Case Questions

Real Estate Questions

DWI Questions

Auto Accident/Slip & Fall Questions

Workers' Comp Questions

Wills/Trusts Questions

Estate Administration Questions

Follow Us!

Case Evaluation

Client Evaluation

Step 1 of 2 - General Questions

End of Case Questions

Real Estate Questions

DWI Questions

Auto Accident/Slip & Fall Questions

Workers' Comp Questions

Wills/Trusts Questions

Estate Administration Questions