Management point

The workshop documents facts and commercial impact. The lawyer advises and represents the client. The customer’s choice and instruction must remain clear.

01

When legal support may be relevant

Disputed liability, complex injury or property damage, major deductions, total-loss strategy, delayed settlement or unclear cover can require legal assessment.

02

Clean handover

A law firm needs a complete chronology, customer instruction, assessment, estimate, photographs, approvals, invoices, correspondence and open issues.

03

Operational cooperation

Define who speaks to whom, which documents are sent automatically, how missing information is requested and who informs the customer.

04

No hidden role mixing

The dealership should not provide individual legal advice, promise legal outcomes or make undisclosed referral arrangements. Cooperation must remain transparent and role-compliant.

Questions from day-to-day operations

Frequently asked questions

Who selects the lawyer?

The customer or authorised party. The process should record that choice.

Can the dealership send the file?

Yes, with a proper customer instruction and data-protection basis.

What is the biggest handover problem?

Incomplete chronology and missing evidence, which generate repeated questions and delay.

What does SchadenNetzwerk do?

With the customer’s documented instruction, a selected lawyer can be assigned from the digital claims file and receive the required case information.

Frank Roll, MSc, MBA
Professional responsibility

Frank Roll, MSc, MBA

Automotive claims management specialist working at the interface between dealerships, insurers, automotive damage assessors and legal professionals since 1998. Author of Schadenmanagement im Autohaus and developer of the R-SOS management consulting system.

Last reviewed: July 2026 · The specialist book is currently available in German.

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