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EZ DOC Discovery
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Frequently Asked Questions


I just got certified as a paralegal. Would this program help me? 
Definitely! If you are a new paralegal, EZ DOC will help you seemingly gain years of financial knowledge in minutes by requesting pertinent financial documentation for your file.

 

I don’t know much about financial records. How would I know what each requested document was for? 
EZ DOC makes evaluating documentation easy by printing out a second sheet with each request that identifies the importance of each record.  See the tutorial for more details.

 

I don’t have time to learn to use a new software program. Could I benefit from this with minimal time invested?
Of course! With EZ DOC’s online service, the only time you need to invest is the time it takes to input the required information. In just minutes, a detailed Request for Production of Records will be printed with a click of the mouse!

 

My firm works specifically with Bodily Injury clients. Would this software benefit me?
Yes! EZ DOC Discoverys specific documents that are necessary to verify the validity of your client’s demands. Not only does the information provided give you the needed ammunition to defend your client, but it also provides you with complete information so that the opposing counsel is less likely to surprise you with new information about your client’s loss.

 

My firm defends insurance companies. How could EZ DOC help me?
EZ DOC provides complete Requests for Production of Records that will provide your firm with a detailed financial portrait of the plaintiff. Thereby, giving you the ammunition to demonstrate the validity (or lack thereof) of the plaintiff’s claim against your client.

 

Why is the amount of financial loss important when requesting my documentation?
Often, a legal team creates Requests for Production of Records that are too large and burdensome due to lack of knowledge about a client’s business or occupation, but EZ DOC bases the number of documents requested on the amount of loss. Thus, the higher the loss, the more documentation required.

 

I don’t have a company credit card available to me. How could I sign up for EZ DOC Discovery?
You don’t have to pay by credit card! We can also set up a company account, and bill your office by mail!  To have an account set for you contact us.

 

What if I can’t find my client’s occupation?
First of all, determine whether your client is an employee or a business owner. If they are an employee and only receive regular wages (no commissions or tips) you may select "Wage Earner" as occupation. If they are self-employed, and their specific business is not listed, you may select "Self-employed" as occupation.  See the tutorial for more details.

 

Why is documentation tailored to a specific occupation so important?
Each occupation has specific types of documentation that contain important financial information. For example, the information you request from a surgeon would be very different from the information you request from a landscaper.


  
 
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Email: request@ezdoc.net