{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4b9b96a27c664cb8bdbcacb1503a1ad5\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4b9b96a27c664cb8bdbcacb1503a1ad5-28cd4cf955e35633.gif","duration":222.917,"title":"Post-Settlement Call Procedures","description":"In this video, I guide you through the steps to complete post-settlement calls and close off agreements with clients. I explain how to identify clients needing post-settlement calls, update settlement statuses, and transition clients to the review process. Action required: Ensure post-settlement calls are completed within one month of settlement, update client statuses, and schedule future check-ins."}