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All cases

Sanchez v. UPS

D-000037LeadSofia OkaforParalegalAshley RodriguezCarrierChubb
OverviewInsuranceContactsTeamTasksCalendarDocumentsNotesGenerateCallsIntakeActivityBilling
AI Assistant

Draft & analyze

The facts

Case details

Date of incident
May 7, 2026
Date opened
May 26, 2026
Statute of limitations
May 7, 2029 (1052 days left)
Police report #
—
Lead attorney
Sofia Okafor
Paralegal
Ashley Rodriguez

Accident location
Yonkers, NY

Accident description
Client sustained injuries in a roadway defect incident. Liability supported by report and witness statements.
Harm

Injuries

enc1:zma3r9gkDbRh5g2EwLmzj0dCOye4y6QXMXkYMOyc+/PP7S+jV813zt4Rq7Y6pJW5Q708Oj2bemo1gC3YCFtnpROS26g0tGRJqzI8SoeQr+cRODo=
Records

Medical treatment

2 records · $13,000 billed
Hospital for Special Surgery
Orthopedics · May 22, 2026
$11,000
Paid: $3,300
Hospital for Special Surgery
Physical therapy · May 19, 2026
$2,000
Paid: $600
Total
$13,000 billed$3,900 paid
Next up

Open tasks

View all →
Open intake and gather signed retainer
Due: 6/6/2026
normal
Confirm coverage with carrier
Due: 6/13/2026
normal
Review settlement matrix and update demand
Due: 7/18/2026
urgent
Litigation

Court monitor

The team

Team chat

0 messages
On the record

Case notes

Raj Flores4d ago
Logged activity on the case.
Susan Johnson23d ago
Logged activity on the case.
Who

Parties & contacts

DS
Donald Sanchez
plaintiff
MT
Mei Thomas — Chubb
insurance adjuster
— UPS
defendant
— Hospital for Special Surgery
medical provider
Money

Financial summary

Demand
$36K
On file
Latest offer
$15K
41% of demand
Client net
$-2,207
If settled at $15K
Total medical bills$10,000
Total lost wages$5,000
Case expenses$295

Settlement math at $14,981
Attorney fee (33.33%)$4,993
Case expenses$295
Total liens$11,900
The back-and-forth

Negotiation history

May 28, 2026
counter: $23,312
May 1, 2026
demand: $36,335
Apr 23, 2026
offer: $14,981
Money owed

Liens

Saved $5,100
Hospital for Special Surgerynegotiated
medical
$4,000
Negotiated: $2,800
Saved $1,200
Empire BlueCrossnegotiated
health insurance
$13,000
Negotiated: $9,100
Saved $3,900
Total
$17,000 claimed$11,900 negotiated