1099-NEC
The IRS form that reports payments of nonemployee compensation to contractors.
Operations & Back Office →11-hour driving limit
The maximum driving time for property-carrying drivers after 10 consecutive hours off duty.
Dispatch Services →14-hour window
The period after coming on duty after which a property-carrying driver may not drive.
Dispatch Services →2/10 net 30
Payment terms offering a 2% discount if paid in 10 days, with the full amount due in 30.
Consulting & Strategy →34-hour restart
34 or more consecutive hours off duty, which resets the 60 or 70 hour period.
Dispatch Services →50/30/20 budget
A guide to split take-home pay into needs, wants and savings.
Consulting & Strategy →70-hour rule
No driving after 70 hours on duty in 8 consecutive days, for carriers operating every day.
Dispatch Services →80% meal limit
The share of meal expenses transportation workers can deduct, higher than the usual 50%.
Operations & Back Office →AC filter
The filter in an air conditioning system, replaced every one to three months.
Consulting & Strategy →Accessorial charges
ES: Cargos adicionalesFees beyond the linehaul rate for extra services or delays, such as detention, layover, lumper fees or tarping.
Dispatch Services →Accessorial invoice
A separate bill for extra charges such as detention, layover or lumper fees.
Operations & Back Office →Accessorial log
A list of every extra charge by load, with what was billed and what was paid.
Operations & Back Office →Accessorial terms
The extra charges and rates agreed on the rate confirmation, such as detention and lumper.
Operations & Back Office →Account inventory
A list of every online account a business uses, without passwords.
Technology Setup →Accounts payable
Money a business owes to its vendors and suppliers for goods or services received.
Operations & Back Office →Accounts receivable
Money owed to a business by its customers for work already delivered.
Operations & Back Office →Accrual basis
An accounting method that records income when earned and expenses when incurred, regardless of when cash moves.
Operations & Back Office →Acknowledgment
A notarial act where a signer declares they signed a document willingly.
Litigation Support (Ashmoor Casework) →Activities of daily living
Everyday tasks such as dressing, cooking, driving and caring for family.
Litigation Support (Ashmoor Casework) →Activity fee
The monthly or season cost of a child's sport, lesson or club.
Consulting & Strategy →Adjusted basis
What you paid plus improvements, minus depreciation; used to figure gain on a sale.
Property Problem-Solving & Upkeep →Adjuster
The person who investigates and evaluates an insurance claim.
Property Problem-Solving & Upkeep →Administrative dissolution
When the state dissolves a business entity, typically for failing to file its annual report.
Business Filings →Advance rent
Rent paid before it is due, such as last month's rent at move-in.
Property Problem-Solving & Upkeep →Advanced costs
Case expenses a firm pays during a matter and recovers at the end, as the agreement allows.
Litigation Support (Ashmoor Casework) →Adverse action notice
A notice required when a rental decision is based on a credit or background report.
Property Problem-Solving & Upkeep →Adverse party
A party on the opposite side of a matter.
Litigation Support (Ashmoor Casework) →Affidavit
A written statement of facts sworn under oath before an officer authorized to administer oaths.
Document Services →After-hours call
A tenant call outside business hours, often about an urgent problem.
Property Problem-Solving & Upkeep →Aging report
A report grouping open invoices by how long they have been outstanding, such as 0–30, 31–60 and 61–90 days.
Operations & Back Office →All other perils deductible
The flat deductible for most covered losses other than hurricanes.
Property Problem-Solving & Upkeep →All-in rate per mile
Total revenue divided by every mile driven, loaded and empty.
Dispatch Services →Allowance
A regular amount of money given to a child, often tied to chores.
Consulting & Strategy →Allowance ledger
A record of a child's allowance received, spent and saved.
Consulting & Strategy →Amortization
Paying off a loan in regular payments that cover interest and part of the balance.
Consulting & Strategy →Annual billing
Paying for a subscription once a year, often at a discount.
Operations & Back Office →Annual driver review
The yearly review of each driver's motor vehicle record and qualification file.
Operations & Back Office →Annual inspection
A yearly inspection required for commercial vehicles, with a record kept on file.
Dispatch Services →Annual report (Sunbiz)
The yearly filing that keeps a Florida LLC or corporation active with the Division of Corporations. Due between January 1 and May 1.
Business Filings →Annual report late fee
The fee Florida adds when an LLC or for-profit corporation files its annual report after May 1.
Business Filings →Annual resale certificate
A Florida Department of Revenue certificate that lets a registered dealer buy goods for resale without paying sales tax.
Business Filings →Annual review of driving record
The yearly check of each driver's motor vehicle record required for carriers.
Dispatch Services →Annualized cost
A cost restated as a yearly rate, to compare it with interest or other options.
Consulting & Strategy →Anti-gel additive
A fuel additive that helps keep diesel from gelling in cold weather.
Dispatch Services →Appearance fee
A court reporter's charge for attending a deposition.
Litigation Support (Ashmoor Casework) →Appliance lifespan
The usual number of years an appliance lasts.
Property Problem-Solving & Upkeep →Application log
A record of each rental application in the order received, with the decision.
Property Problem-Solving & Upkeep →Approved backup contact
A person the client allows the firm to contact if the client cannot be reached.
Litigation Support (Ashmoor Casework) →APR
Annual percentage rate: the yearly interest rate charged on a balance.
Consulting & Strategy →Arrival time
When a client should arrive, usually 30 to 45 minutes before a hearing.
Litigation Support (Ashmoor Casework) →Articles of organization
The document filed with the state to form a limited liability company.
Business Filings →Assessed value
The value the property appraiser uses for property taxes, after any caps.
Property Problem-Solving & Upkeep →Asset inventory
A list of accounts, property and debts with institutions, contacts and values.
Document Services →Assistance animal
A service or support animal, which fair housing laws treat differently from a pet.
Property Problem-Solving & Upkeep →At-risk client
A client with late payments, poor communication or low profit.
Consulting & Strategy →Attorney-client privilege
Protection for confidential communications between a client and their lawyer for legal advice.
Litigation Support (Ashmoor Casework) →Authentication
Showing that a piece of evidence is what it claims to be.
Litigation Support (Ashmoor Casework) →Authorization expiration
The date or event after which a records authorization is no longer valid.
Litigation Support (Ashmoor Casework) →Authorization log
A list of every records authorization: sent, signed, expires and sent to the provider.
Litigation Support (Ashmoor Casework) →Auto-renewal
A contract term that renews the contract unless someone gives notice.
Consulting & Strategy →Automatic transfer
A scheduled move of money to savings, usually on payday.
Consulting & Strategy →Autopay
Automatic payment of a bill from a bank account or card on the due date.
Operations & Back Office →Auxiliary power unit (APU)
A small engine or battery system that powers the cab without idling the main engine.
Dispatch Services →Avalanche method
Paying extra on the debt with the highest interest rate first.
Consulting & Strategy →Average daily rate
The average nightly price actually earned on booked nights.
Property Problem-Solving & Upkeep →Awaiting counsel
An item that cannot move until an attorney reviews, signs or decides.
Litigation Support (Ashmoor Casework) →Backhaul
ES: Carga de regresoA load hauled on the return trip toward a truck's home base, reducing empty miles.
Dispatch Services →Backup person
Someone named to handle the essentials when the owner is out.
Consulting & Strategy →Balance sheet
A statement of what a business owns, owes and the owners' equity at a point in time.
Operations & Back Office →Balloon payment
A large final payment due at the end of a lease or loan.
Operations & Back Office →Bank holiday
A day banks are closed, usually not counted as a business day in payment terms.
Dispatch Services →Bank reconciliation
Matching the transactions in a business's books to its bank statements to confirm they agree.
Operations & Back Office →Base fuel price
The diesel price used as the starting point for a fuel surcharge; the surcharge covers the difference above it.
Dispatch Services →Base jurisdiction
The state or province where a carrier is licensed for IFTA and files its returns.
Business Filings →Bates numbering
Sequential identifying numbers stamped on every page of a document production so each page can be cited precisely.
Litigation Support (Ashmoor Casework) →Bid or no-bid
The decision whether an opportunity is worth the effort of a proposal.
Consulting & Strategy →Bilingual service
Serving clients in more than one language, such as English and Spanish.
Consulting & Strategy →Bill of lading (BOL)
ES: Conocimiento de embarqueThe shipping document that records what is being transported, from whom, to whom, and under what terms. It also serves as a receipt for the freight.
Dispatch Services →Bill savings
The difference between the old and new price of a bill, times the months.
Consulting & Strategy →Billable detention
Waiting time beyond free time that the rate confirmation pays for.
Dispatch Services →Billable time entry
A record of time worked: date, matter, task and duration, used for hourly invoices.
Litigation Support (Ashmoor Casework) →Billed amount
What a provider charged before insurance adjustments.
Litigation Support (Ashmoor Casework) →Billed versus paid
The difference between what a provider charged and what was actually paid.
Litigation Support (Ashmoor Casework) →Billing contact
The person or office that handles a provider's bills and itemized statements.
Litigation Support (Ashmoor Casework) →Bills summary
A list of medical charges by provider, with dates and amounts.
Litigation Support (Ashmoor Casework) →Binder order
The sequence documents appear in a binder, matching the index numbers.
Litigation Support (Ashmoor Casework) →Black ice
A thin, nearly invisible layer of ice on pavement, especially on bridges.
Dispatch Services →BMC-84
The surety bond form brokers file to show $75,000 in financial security.
Dispatch Services →BOC-3
The FMCSA filing that designates a process agent in each state to accept legal papers on a motor carrier's or broker's behalf.
Business Filings →Bodily injury liability
Coverage that pays for injuries the insured causes to others, up to the policy limits.
Litigation Support (Ashmoor Casework) →Bond claim
A request to a broker's surety or trust provider for payment the broker owes.
Dispatch Services →Bookmarks (PDF)
Clickable links in a PDF's sidebar that jump to sections or exhibits.
Document Services →Break-even client loss
How many clients you could lose after a price increase before revenue drops.
Consulting & Strategy →Break-even years (rent or buy)
How long you need to stay for owning to cost less than renting.
Property Problem-Solving & Upkeep →Bridge formula
A federal rule limiting weight based on the number of axles and the distance between them.
Dispatch Services →Broker (property broker)
A company that arranges transportation of freight by an authorized carrier for compensation. Requires FMCSA broker authority and financial security.
Dispatch Services →Broker authority lookup
ES: Verificación de la autoridad del brókerChecking a broker's registration and status directly on FMCSA's official site before booking a load.
Dispatch Services →Broker credit score
A rating from a load board or factoring company of how reliably a broker pays.
Dispatch Services →Broker rating
A carrier's or dispatcher's own score of a broker's payment and service.
Dispatch Services →Broker-carrier agreement
ES: Acuerdo bróker-transportistaThe master contract between a broker and a carrier that sets the terms applying to every load they handle together.
Dispatch Services →Buffer account
Savings that smooth out the difference between high and low income weeks.
Consulting & Strategy →Bunk heater
A heater that warms the sleeper without running the main engine.
Dispatch Services →Business bank account
An account in the company's name used only for business money.
Operations & Back Office →Business continuity plan
A plan for keeping the business running when the owner or key people are unavailable.
Consulting & Strategy →Business day
A weekday that is not a holiday; how holidays are counted depends on the rule being applied.
Consulting & Strategy →Business health check
A short review of whether a business's basic protections are in place.
Consulting & Strategy →Business interruption coverage
Insurance that can replace lost income and some expenses while a business cannot operate after covered damage.
Consulting & Strategy →Business tax receipt
The local license, issued by a county or city, that allows a business to operate in that jurisdiction. Renewed annually in Florida.
Business Filings →Cap rate
Net operating income divided by the property price.
Property Problem-Solving & Upkeep →Capabilities statement
A one-page summary of a firm's capabilities, differentiators, company data and contact details, used with partners and procurement offices.
Consulting & Strategy →Capital expense
A large replacement such as a roof or air conditioner.
Property Problem-Solving & Upkeep →Capital improvement
Work that adds value or extends a property's life, usually depreciated.
Property Problem-Solving & Upkeep →Card surcharge
An added charge for paying by credit card, limited by card network rules and some state laws.
Consulting & Strategy →Cargo claim
ES: Reclamo de cargaA claim against a carrier's cargo insurance for damage to goods in transit.
Operations & Back Office →Cargo insurance
ES: Seguro de cargaCoverage for loss of or damage to the freight a carrier is hauling.
Connections & Vetting →Carrier packet
The documents a carrier sends a broker to set up an account.
Dispatch Services →Carrier rating
A dispatcher's own score of a carrier's performance on loads.
Dispatch Services →Case cost ledger
A running list of costs advanced on each matter, with receipts and totals.
Litigation Support (Ashmoor Casework) →Case costs
Expenses of a case such as filing fees, records and experts, separate from attorney fees.
Litigation Support (Ashmoor Casework) →Case timeline
Key events in a matter by date, each with its source.
Litigation Support (Ashmoor Casework) →Casework request
A written request from counsel describing the matter, deliverable, format and deadline.
Litigation Support (Ashmoor Casework) →Cash basis
An accounting method that records income when cash is received and expenses when paid.
Operations & Back Office →Cash flow statement
A report of cash coming in and going out over a period, separate from profit on paper.
Operations & Back Office →Cash reserve
Money set aside to cover expenses during slow months or emergencies.
Operations & Back Office →Cash-on-cash return
Yearly cash flow after the mortgage divided by the cash invested.
Property Problem-Solving & Upkeep →CDL
Commercial driver's license, required to operate larger commercial vehicles, such as those rated over 26,000 pounds, or those carrying hazardous materials or 16 or more passengers.
Operations & Back Office →Cents per mile (maintenance)
Expected maintenance cost divided by miles, used to fund repairs as you go.
Operations & Back Office →Certificate holder
The party named on a certificate of insurance as the one receiving proof of coverage, often the broker or shipper.
Operations & Back Office →Certificate of competency
A local credential required for certain trades in Miami-Dade County, separate from or in addition to a state license.
Connections & Vetting →Certificate of custodian
A provider's sworn statement that copied records are complete and kept in the ordinary course of business.
Litigation Support (Ashmoor Casework) →Certificate of insurance (COI)
ES: Certificado de seguroA document issued by an insurer or agent summarizing a policy's coverage, limits and dates.
Connections & Vetting →Certificate of occupancy
A building department document certifying a structure meets code and may be occupied.
Records & Research →Certificate of status
A document from the Florida Division of Corporations confirming a company is active.
Business Filings →Certificate of use
A local permit, required in some Florida jurisdictions, confirming a property may be used for a particular purpose.
Records & Research →Certified copy
A copy of a public record that the record's custodian certifies as true and complete.
Records & Research →Certified translation
A translation with a signed statement from the translator that it is complete and accurate.
Litigation Support (Ashmoor Casework) →Chain law
State rules requiring tire chains or traction devices in certain winter conditions.
Dispatch Services →Change of address
Telling the post office and others your new address when you move.
Consulting & Strategy →Change order
A written agreement to change the scope, timeline or fee of work already underway.
Consulting & Strategy →Change request
A client's request for work outside the agreed scope, quoted separately.
Consulting & Strategy →Chargeback
An amount a carrier deducts from an owner-operator's settlement under the lease.
Dispatch Services →Chart of accounts
The organized list of every account a business uses to record transactions.
Operations & Back Office →Check call
ES: Llamada de seguimientoA status update from the carrier or dispatcher to the broker on a load's location and timing.
Dispatch Services →Chronology
A dated, sourced timeline of the events in a matter, prepared for an attorney's review.
Litigation Support (Ashmoor Casework) →Claim acknowledgment
An insurer's written confirmation that it received a claim or a communication.
Property Problem-Solving & Upkeep →Claim file
The reports, photos and paperwork gathered for an insurance claim.
Operations & Back Office →Claim log
A dated record of every contact with an insurer or adjuster about a claim.
Property Problem-Solving & Upkeep →Claim number
The number an insurer assigns to a claim, used on every letter and call.
Litigation Support (Ashmoor Casework) →Clawback
Getting back a privileged document that was produced by mistake, as the rules or an agreement allow.
Litigation Support (Ashmoor Casework) →Clean title
A vehicle title without a salvage, flood or similar brand.
Consulting & Strategy →Clearinghouse limited query
A yearly check, with the driver's consent, for drug and alcohol violations in FMCSA's Clearinghouse.
Dispatch Services →Clearinghouse query
A check of FMCSA's Drug and Alcohol Clearinghouse for a driver's violations.
Business Filings →Client confirmation
A reply from a client confirming they received a reminder and will attend.
Litigation Support (Ashmoor Casework) →Client contact log
A record of every call, email and meeting with a client, with the next follow-up date.
Litigation Support (Ashmoor Casework) →Client directory
A single list of clients and contacts with roles, phone numbers and notes.
Operations & Back Office →Client file
The documents an attorney keeps for a client's matter, usually transferable to a new attorney.
Document Services →Client health score
A simple score of how well a client relationship is going.
Consulting & Strategy →Client onboarding
The steps to set up a new client: agreements, information and access.
Consulting & Strategy →Client rhythm
A regular schedule of updates to each client, even when nothing has changed.
Consulting & Strategy →Client status update
A regular message or call telling a client what has happened in the case and what comes next.
Litigation Support (Ashmoor Casework) →Closing checklist (books)
The steps done each month to finish the books.
Consulting & Strategy →Closing costs
Fees and charges paid when buying a home, beyond the price.
Property Problem-Solving & Upkeep →Closing documents
The papers signed and exchanged to complete a property sale.
Property Problem-Solving & Upkeep →Closing index
A list of what remains in a matter's file at closing.
Litigation Support (Ashmoor Casework) →Closing letter
A letter to a client confirming the case is finished and the file is being closed.
Litigation Support (Ashmoor Casework) →Closing statement (case)
The statement at the end of a matter showing the recovery, fees, costs and the client's share.
Litigation Support (Ashmoor Casework) →COD
Cash on delivery: payment collected from the customer when the vehicle is delivered.
Operations & Back Office →Code enforcement lien
A lien recorded against a property for unpaid fines from code violations.
Records & Research →Collections ladder
A set series of increasingly firm payment reminders.
Operations & Back Office →Combination detector
A device that detects both smoke and carbon monoxide.
Property Problem-Solving & Upkeep →Commingling
Mixing business and personal money in the same accounts.
Operations & Back Office →Communication log
A record of each conversation with a tenant.
Property Problem-Solving & Upkeep →Company records search
A search of a state business registry for a company's filings, officers and status.
Records & Research →Complaint
The document that begins a civil lawsuit, stating the plaintiff's claims.
Litigation Support (Ashmoor Casework) →Compliance calendar
A calendar of every recurring filing, renewal and deadline.
Business Filings →Compliance inspection
A code officer's visit to confirm a violation has been corrected.
Property Problem-Solving & Upkeep →Concealed damage
Damage found after delivery that was not visible when the freight was received.
Dispatch Services →Conditional payment
A payment by Medicare that may have to be repaid from a recovery.
Litigation Support (Ashmoor Casework) →Confidentiality designation
A label such as confidential placed on produced documents under a protective order or agreement.
Litigation Support (Ashmoor Casework) →Conflict check
A search of the firm's records to find conflicts of interest before taking a new matter.
Litigation Support (Ashmoor Casework) →Conflict check (intake)
Checking names against the firm's records before taking a matter, as counsel directs.
Litigation Support (Ashmoor Casework) →Conflict waiver
Written consent from affected clients that allows a firm to proceed despite a possible conflict.
Litigation Support (Ashmoor Casework) →Consortium (drug testing)
A service that manages random drug and alcohol testing for small carriers.
Business Filings →Contact method
How a client prefers to be reached: call, text, email or meeting.
Consulting & Strategy →Contact preference
How and when a client wants to be reached.
Litigation Support (Ashmoor Casework) →Contingency fee
An attorney fee calculated as a percentage of the recovery.
Litigation Support (Ashmoor Casework) →Continuous mode
Reefer operation where the unit runs constantly, rather than cycling on and off.
Dispatch Services →Contract freight
ES: Carga por contratoFreight moved under an ongoing agreement at set rates for a lane or customer.
Dispatch Services →Copy service
An outside company that copies and sends medical records for providers.
Litigation Support (Ashmoor Casework) →Cost category
The type of case expense, such as filing fees, records or court reporters.
Litigation Support (Ashmoor Casework) →Cost of goods
What it costs to provide what you sell, before overhead.
Consulting & Strategy →Cost per client
Advertising spend divided by the number of new clients it produced.
Consulting & Strategy →Cost per lead
Advertising spend divided by the number of inquiries it produced.
Consulting & Strategy →Cost per mile to own
All ownership costs of a truck divided by the miles it runs.
Dispatch Services →Cost reimbursement
Repayment of advanced costs out of a recovery or by the client.
Litigation Support (Ashmoor Casework) →Cost-plus fuel pricing
Fuel priced at the station's cost plus a set amount, instead of the pump price.
Dispatch Services →Court date reminder
A message to a client with the date, time, place and what to bring for a hearing.
Litigation Support (Ashmoor Casework) →Court reporter
A professional who records and transcribes testimony word for word.
Litigation Support (Ashmoor Casework) →Courtesy reminder
A friendly note sent a few days before an invoice is due.
Consulting & Strategy →Courtroom assignment
The courtroom or judge where a hearing is held, listed on the notice of hearing.
Litigation Support (Ashmoor Casework) →Cover memo
A short letter from counsel explaining a case and the questions for an expert.
Litigation Support (Ashmoor Casework) →Coverage disclosure request
A written request asking a liability insurer to disclose its coverage, under section 627.4137 in Florida.
Litigation Support (Ashmoor Casework) →Crash report
The report a law enforcement agency writes about a traffic crash.
Litigation Support (Ashmoor Casework) →Credit check (broker)
A review of a broker's payment history and financial standing before booking.
Dispatch Services →CSA
Compliance, Safety, Accountability: FMCSA's enforcement program that measures carrier safety from inspection and crash data in categories called BASICs.
Consulting & Strategy →Customer acquisition cost
What it costs, on average, to win one new client.
Consulting & Strategy →Customer lifetime value
The profit a typical client brings over the whole relationship.
Consulting & Strategy →Daily brief
A short list of what needs attention today, gathered from every tracker.
Technology Setup →Daily dispatch checklist
The routine a dispatcher follows each morning, midday and evening.
Dispatch Services →Daily fine
A code enforcement fine that accrues for each day a violation remains uncorrected.
Property Problem-Solving & Upkeep →Damage code
ES: Código de dañoA short code on an inspection report for a type of damage, such as a scratch or dent.
Dispatch Services →Damage inventory
A room-by-room list of damaged items, values and proof.
Property Problem-Solving & Upkeep →Damages summary
A table of each category of claimed loss, the amount and the document supporting it.
Litigation Support (Ashmoor Casework) →Dash camera footage
Video recorded by a camera mounted in a vehicle, often overwritten after a set time.
Litigation Support (Ashmoor Casework) →Date-first file name
A file name that starts with the date so files sort in order.
Technology Setup →Days away log
A record of days spent away from home overnight, backed by ELD and trip records.
Operations & Back Office →Days on market
How long a rental is advertised before it is leased.
Property Problem-Solving & Upkeep →Days past due
How many days an invoice has gone unpaid after its due date.
Operations & Back Office →Days sales outstanding
The average number of days it takes to collect payment after a sale; lower means cash arrives sooner.
Operations & Back Office →Days sales outstanding (DSO)
The average number of days it takes to collect payment after a sale.
Operations & Back Office →Days to pay
How long a broker or customer takes to pay an invoice, measured from the invoice date.
Operations & Back Office →DBA (fictitious name)
A trade name a business uses instead of its legal name. In Florida, registered with the Division of Corporations.
Business Filings →DBPR
Florida's Department of Business and Professional Regulation, which licenses many professions and construction trades.
Connections & Vetting →Deadhead
ES: Millas vacíasMiles driven with an empty trailer, typically between a delivery and the next pickup.
Dispatch Services →Dealer transport
Moving vehicles between dealerships, auctions and lots, usually several cars per trip.
Dispatch Services →Death certificate (certified copy)
An official copy of a death record, often required by banks, insurers and agencies.
Document Services →Debt service coverage
Cash flow divided by loan payments; how many times the business can cover them.
Consulting & Strategy →Decision log
A record of important decisions, why they were made and when to review them.
Consulting & Strategy →Declarations page
The page of a policy that lists coverages, limits and deductibles.
Property Problem-Solving & Upkeep →Declared value
The value of a load stated by the shipper, often on the bill of lading.
Dispatch Services →Dedicated lane
ES: Ruta dedicadaA regular route a carrier runs for the same customer on a set schedule.
Dispatch Services →Delay to first treatment
The days between an incident and the first medical visit.
Litigation Support (Ashmoor Casework) →Delegation
Assigning a task to someone else with a clear result and due date.
Consulting & Strategy →Deliverable
A specific thing the client receives, such as a report, file or filing.
Consulting & Strategy →Delivery receipt
The document the receiver signs at delivery, where damage or shortages are noted.
Dispatch Services →Demand exhibits
The records, bills and photos attached to a demand to an insurer.
Litigation Support (Ashmoor Casework) →Demand package
The letter and supporting records counsel sends an insurer to present a claim.
Litigation Support (Ashmoor Casework) →Deposit account
The separate bank account where a Florida landlord holds tenant deposits.
Property Problem-Solving & Upkeep →Deposit claim notice
A landlord's written notice of intent to keep part of a security deposit, sent as Florida law requires.
Property Problem-Solving & Upkeep →Deposit deduction
An amount kept from a deposit for unpaid rent or damage, with the reason.
Property Problem-Solving & Upkeep →Deposit notice
The written notice Florida landlords send within 30 days of receiving a deposit.
Property Problem-Solving & Upkeep →Deposition
Sworn testimony given out of court and recorded for use in a case.
Litigation Support (Ashmoor Casework) →Deposition summary
A condensed account of deposition testimony, usually organized by topic or page and line, for an attorney's use.
Litigation Support (Ashmoor Casework) →Depreciation (rental)
The yearly deduction for the cost of a rental building, spread over 27.5 years.
Property Problem-Solving & Upkeep →Desk adjuster
An insurance adjuster who handles a claim by phone and email rather than in person.
Property Problem-Solving & Upkeep →Destroy-after date
The date a closed file may be destroyed under the firm's retention policy.
Litigation Support (Ashmoor Casework) →Destruction log
A record of files destroyed, with dates and approvals.
Litigation Support (Ashmoor Casework) →Detector log
A record of each smoke and CO detector, its tests and battery changes.
Property Problem-Solving & Upkeep →Detention
ES: Tiempo de espera pagadoTime a driver waits beyond the agreed free time at pickup or delivery, often billable under the rate confirmation.
Dispatch Services →Detention clock
A running count of waiting time at a shipper or receiver, started on arrival.
Dispatch Services →Detention invoice
A request for payment of detention with times, rate and proof attached.
Operations & Back Office →Diesel exhaust fluid
A fluid used by modern diesel engines to reduce emissions, consumed in proportion to fuel.
Dispatch Services →Direct costs
Costs that belong to one job: labor, materials, subcontractors.
Consulting & Strategy →Disbursement
Paying out settlement funds to lienholders, costs, fees and the client.
Litigation Support (Ashmoor Casework) →Discount period
The days in which a customer may take an early payment discount.
Consulting & Strategy →Discovery
The pre-trial process in which parties exchange information and documents relevant to a case.
Litigation Support (Ashmoor Casework) →Discovery tracker
A list of every discovery set with its type, parties, dates and status.
Litigation Support (Ashmoor Casework) →Dispatch agreement
The contract between a dispatcher and a carrier setting duties and fees.
Dispatch Services →Dispatch report
A weekly summary of a carrier's loads, miles and earnings.
Dispatch Services →Dispatch sheet
The order summary for a car-hauling load: vehicles, pickup and delivery contacts, dates and price.
Dispatch Services →Dispatcher-carrier agreement
ES: Acuerdo de despachoThe written contract between a carrier and its dispatcher setting the fee, how loads are approved and what the dispatcher may do on the carrier's behalf.
Dispatch Services →Distance record
A trip report or ELD and GPS data showing the miles driven in each jurisdiction.
Business Filings →Division
A named part of a company that serves a particular market, often under a trade name.
Consulting & Strategy →Division instructions
A judge's own procedures for hearings, filings and courtesy copies.
Litigation Support (Ashmoor Casework) →Docket
A court's official record of the filings and events in a case.
Records & Research →Docketing
Recording court and case deadlines on a calendar and tracking them to completion.
Litigation Support (Ashmoor Casework) →Document index
A list of documents with dates and descriptions, used to find anything quickly.
Document Services →Document inventory
A list of important papers, whose they are, where they are kept and when they expire.
Document Services →Double brokering
When a load is re-brokered to another carrier without permission; a common source of fraud and non-payment.
Dispatch Services →Down payment (insurance)
The upfront amount an insurer requires when a commercial auto policy starts.
Operations & Back Office →Downtime cost
Lost revenue and fixed costs while a truck is out of service, plus the repair.
Dispatch Services →Driver qualification (DQ) file
The file a motor carrier must keep for each driver, including application, records checks, medical certificate and annual review.
Operations & Back Office →Driver vehicle inspection report
The written report of defects found during an inspection.
Dispatch Services →Drop and hook
Leaving one trailer at a facility and picking up another that is already loaded, instead of waiting for loading or unloading.
Dispatch Services →Drug and Alcohol Clearinghouse
The FMCSA database of CDL drivers' drug and alcohol program violations. Employers must query it before hiring and annually.
Operations & Back Office →Dry van
ES: Caja secaAn enclosed trailer without refrigeration, used for general freight.
Dispatch Services →Due date change
Asking a company to move a bill's due date to match your paydays.
Consulting & Strategy →Due diligence
Checking a company, property or person before entering an agreement.
Records & Research →Dwelling coverage
The insurance limit for the structure of the home.
Property Problem-Solving & Upkeep →Dwelling fire policy
An insurance policy often used for rental homes.
Property Problem-Solving & Upkeep →E-filing portal
The online system courts use to accept electronically filed documents.
Litigation Support (Ashmoor Casework) →Early payment discount (property tax)
Florida's discount of up to 4% for paying property taxes early.
Property Problem-Solving & Upkeep →Easement
A right to use part of another's property for a specific purpose, such as utility lines or access.
Records & Research →Economic damages
Losses with a dollar figure, such as medical bills and lost wages.
Litigation Support (Ashmoor Casework) →Effective hourly rate
What a flat fee works out to per hour actually spent.
Consulting & Strategy →Effective rate (card fees)
All card processing fees in a month divided by card sales.
Consulting & Strategy →Effective rate per mile
Load revenue divided by all miles driven for it, including deadhead, rather than loaded miles alone.
Dispatch Services →EIN
Employer Identification Number: the federal tax ID the IRS issues to a business.
Business Filings →ELD
Electronic logging device: equipment that records a driver's hours of service.
Operations & Back Office →Email signature
The block of contact details at the end of every email.
Consulting & Strategy →Emergency access
A way for a trusted person to reach your accounts or passwords if you cannot.
Technology Setup →Emergency contact (tenant)
A person to call if the tenant cannot be reached in an emergency.
Property Problem-Solving & Upkeep →Emergency entry
Entry without notice when needed to protect the property or people.
Property Problem-Solving & Upkeep →Emergency medical condition
A determination by a qualified provider that affects how much Florida PIP pays.
Litigation Support (Ashmoor Casework) →Emergency repair
A repair needed right away to protect health, safety or the property.
Property Problem-Solving & Upkeep →Employer wage verification
A letter from an employer confirming a person's position, pay rate, usual hours and dates missed.
Litigation Support (Ashmoor Casework) →Empty date
The date and place a truck will be unloaded and ready for a new load.
Dispatch Services →Enclosed transport
ES: Transporte cerradoShipping vehicles inside a covered trailer for protection, common for high-value or classic cars.
Dispatch Services →Endorsement disclosure
Telling readers about any payment or connection behind a review or testimonial.
Consulting & Strategy →Entity status
Whether a registered company is active, inactive or dissolved with the state.
Records & Research →Errata deadline
The last day for a witness to submit corrections to a deposition transcript.
Litigation Support (Ashmoor Casework) →Errata sheet
The form a deponent uses to list corrections to the deposition transcript.
Litigation Support (Ashmoor Casework) →Escrow (lease)
Money held from an owner-operator's settlements under the lease, to be returned under its terms.
Operations & Back Office →Escrow (trucking)
Money a carrier holds from an owner-operator's settlements under the lease, to be returned under its terms.
Dispatch Services →Escrow cushion
Extra money a lender may hold in escrow, limited to one-sixth of a year's escrowed payments.
Property Problem-Solving & Upkeep →Escrow shortage
When the escrow account will not cover the coming year's taxes and insurance.
Property Problem-Solving & Upkeep →Estimated tax payment
A quarterly payment toward income and self-employment tax for people without full withholding.
Operations & Back Office →Estimated tax voucher
The form or reference used to pay quarterly estimated taxes.
Operations & Back Office →Estimated taxes
Quarterly tax payments made on income that is not subject to withholding, such as self-employment income.
Operations & Back Office →Estoppel letter
A statement from an association of what an owner owes, used at closing.
Property Problem-Solving & Upkeep →Event data recorder
A device in many vehicles that records speed, braking and other data around a crash.
Litigation Support (Ashmoor Casework) →Evidence binder
Documents arranged by date with numbered pages and a timeline, for a hearing.
Document Services →Evidence log
A list of photos, videos and other evidence with their source, date and storage location.
Litigation Support (Ashmoor Casework) →Exception (delivery)
A note on a delivery receipt describing damage, shortage or refusal.
Dispatch Services →Exhibit
A document or item marked for identification and offered in a deposition, hearing or trial.
Litigation Support (Ashmoor Casework) →Exhibit binder
ES: Carpeta de pruebasTabbed exhibits matching the exhibit list, prepared for trial or a hearing.
Litigation Support (Ashmoor Casework) →Exhibit label
A sticker marking a document as a numbered or lettered exhibit.
Litigation Support (Ashmoor Casework) →Exhibit sticker
The label marking a document's exhibit number for trial or a deposition.
Litigation Support (Ashmoor Casework) →Expedited transcript
A transcript delivered faster than normal, at a higher price.
Litigation Support (Ashmoor Casework) →Expense category
A grouping such as fuel, software or insurance used to organize business costs.
Operations & Back Office →Expense receipt
Proof of a purchase showing the date, amount, vendor and what was bought.
Document Services →Expert disclosure
The date by which each side must name its experts and share their opinions, as the court orders.
Litigation Support (Ashmoor Casework) →Expert invoice
A bill from an expert for review, report or testimony time.
Litigation Support (Ashmoor Casework) →Expert witness
A person with specialized knowledge retained to give opinions in a case.
Litigation Support (Ashmoor Casework) →Expiration date
The date a license, policy, registration or certificate stops being valid.
Document Services →Expired permit
A permit that lapsed before the work was completed or inspected.
Records & Research →Extended warranty
Coverage for repairs beyond the manufacturer's warranty.
Dispatch Services →Extra stop charge
A charge for each pickup or delivery beyond the first.
Operations & Back Office →Fact witness
A person who testifies about what they saw, heard or did.
Litigation Support (Ashmoor Casework) →Factoring
ES: FactorajeSelling invoices to a factoring company for immediate payment, less a fee, instead of waiting for the customer to pay.
Operations & Back Office →Factoring advance
The part of an invoice a factoring company pays right away.
Dispatch Services →Factoring reserve
The part of an invoice a factor holds back until the broker pays, then releases minus fees.
Operations & Back Office →Fair housing
Laws that prohibit discrimination in renting and selling housing.
Property Problem-Solving & Upkeep →Fair housing advertising
Rules against listing language that shows a preference based on protected characteristics.
Property Problem-Solving & Upkeep →Family meeting place
A set place where family members meet if they are separated in an emergency.
Consulting & Strategy →File destruction date
The date a closed file may be destroyed under a retention policy.
Litigation Support (Ashmoor Casework) →File return letter
A dated letter sent with original documents returned to a client.
Litigation Support (Ashmoor Casework) →File sync
Keeping the same files available on every device through online storage.
Technology Setup →Fill-up log
A record of each fuel purchase: date, odometer, gallons and cost.
Dispatch Services →Final inspection
The building department's last inspection, which closes out a permit.
Records & Research →Final lien amount
The amount a lienholder confirms in writing will resolve its claim.
Litigation Support (Ashmoor Casework) →Final notice
The last written reminder before taking another step to collect.
Operations & Back Office →Fine mitigation
A request to reduce code enforcement fines after a violation is corrected.
Property Problem-Solving & Upkeep →Fireproof box
A container that protects papers from fire for a rated amount of time.
Document Services →Fixed costs
Costs that stay about the same each month, such as rent, insurance and software.
Operations & Back Office →Fixed costs (trucking)
Costs that continue whether the truck runs or not, like the payment and insurance.
Operations & Back Office →Flagged testimony
Parts of a deposition marked for counsel's attention, such as admissions.
Litigation Support (Ashmoor Casework) →Flat weekly fee
A dispatch fee charged per truck per week regardless of revenue.
Dispatch Services →Flatbed
ES: PlataformaAn open trailer without sides or roof, used for oversized or irregularly shaped freight.
Dispatch Services →Flood policy
Separate insurance for flood damage, which homeowners policies usually exclude.
Property Problem-Solving & Upkeep →Flood waiting period
The time after buying a flood policy before coverage begins, often 30 days for federal flood insurance.
Property Problem-Solving & Upkeep →Flood zone
A FEMA map designation of flood risk that affects building rules and insurance.
Records & Research →Folio number
The parcel identification number Miami-Dade County uses in property and tax records.
Records & Research →Follow-up sequence
A planned series of follow-up messages at set intervals.
Consulting & Strategy →Form 2290 (HVUT)
The IRS return for the federal heavy vehicle use tax on highway vehicles at or above 55,000 pounds.
Business Filings →Form I-9
The federal form verifying an employee's identity and eligibility to work.
Consulting & Strategy →Form SS-8
An IRS form used to request a determination of a worker's status.
Consulting & Strategy →Form W-9
The IRS form a vendor gives to provide its taxpayer information.
Consulting & Strategy →Forwarding address
Where a tenant asks for mail, including the deposit notice, after moving out.
Property Problem-Solving & Upkeep →Free time
ES: Tiempo libre de esperaThe waiting time allowed at pickup or delivery before detention pay begins, often two hours.
Dispatch Services →Free time expiring notice
A message to the broker when free time is about to run out at a facility.
Dispatch Services →Free trial conversion
When a free trial turns into a paid subscription unless cancelled.
Operations & Back Office →Freight market (outbound)
How much freight leaves an area, which affects how easy it is to reload.
Dispatch Services →Fuel advance
Money paid to a driver ahead of settlement, usually for fuel, then deducted.
Operations & Back Office →Fuel advance log
A record of advances to drivers, by date, amount and settlement deducted.
Operations & Back Office →Fuel by state
Gallons purchased in each state during a quarter, with receipts.
Operations & Back Office →Fuel card
A payment card for fuel that can include discounts and reports for IFTA.
Operations & Back Office →Fuel card fee
A charge for using a fuel card, per transaction or per month.
Dispatch Services →Fuel purchase report
A report of fuel bought by date, state and gallons, useful for IFTA.
Dispatch Services →Fuel surcharge
ES: Recargo por combustibleAn amount added to the line-haul rate to account for fuel prices, often tied to a published fuel index.
Dispatch Services →Full truckload (FTL)
A shipment that occupies an entire trailer, moving directly from shipper to receiver.
Dispatch Services →Full-tank method
Filling to full every time so miles per gallon can be figured tank by tank.
Dispatch Services →Fund target date
When the money for a savings goal or sinking fund is needed.
Consulting & Strategy →Future medical expenses
The cost of care an injured person is expected to need in the future.
Litigation Support (Ashmoor Casework) →Gap in treatment
A stretch of time without medical care in an injury case.
Litigation Support (Ashmoor Casework) →Global search
One search box that looks across every list and record at once.
Technology Setup →Grace period (rent)
The days after the due date before a late fee applies, if the lease has one.
Property Problem-Solving & Upkeep →Grandfathered rate
An old price kept for existing clients for a period after an increase.
Consulting & Strategy →Green-light rules
ES: Reglas de aprobaciónWritten rules, such as lanes, minimum rate and equipment, under which a dispatcher may book a load without asking the carrier each time.
Dispatch Services →Group showing
Several prospects scheduled to see a rental within the same hour.
Property Problem-Solving & Upkeep →GVWR
Gross vehicle weight rating: the maximum loaded weight a vehicle is rated for by its manufacturer.
Operations & Back Office →Hazmat
Hazardous materials, which require specific placards, training and a CDL endorsement to transport.
Consulting & Strategy →Headhaul and backhaul rates
Rates into strong markets are usually higher than rates back out.
Dispatch Services →Hearing outcome
The judge's ruling or result at a hearing, as counsel reports it.
Litigation Support (Ashmoor Casework) →Heavy vehicle use tax
A yearly federal tax on heavy highway vehicles, filed on Form 2290.
Business Filings →HIPAA authorization
A signed form allowing a healthcare provider to release a patient's health information to a named party.
Records & Research →Hold acknowledgment
A recipient's written confirmation that they received a litigation hold.
Litigation Support (Ashmoor Casework) →Hold release
Notice from counsel that a litigation hold no longer applies.
Litigation Support (Ashmoor Casework) →Holiday budget
A set amount for holiday gifts, food, travel and events.
Consulting & Strategy →Homestead application
The filing with the county property appraiser to claim the homestead exemption, usually due March 1.
Property Problem-Solving & Upkeep →Homestead exemption
A Florida property tax exemption for a qualifying primary residence.
Records & Research →Hotshot
A smaller truck, often a heavy-duty pickup, pulling a flatbed or car trailer for smaller or time-sensitive loads.
Dispatch Services →Hours available
On-duty hours a driver can still work before reaching the weekly limit.
Dispatch Services →Hours coming back
On-duty hours from the oldest day in the window that become available again the next day.
Dispatch Services →Hours of service (HOS)
ES: Horas de servicioFederal rules limiting how long commercial drivers may drive and work before required rest.
Operations & Back Office →Hurricane deductible
ES: Deducible por huracánA separate, often percentage-based deductible that applies to damage from a named storm or hurricane.
Property Problem-Solving & Upkeep →Hurricane shutters permit
A building permit some Florida jurisdictions require to install or replace storm shutters.
Records & Research →Identity theft (freight)
ES: Robo de identidad (carga)When someone poses as a real carrier or broker, using its name and numbers to steal loads or payments.
Dispatch Services →Idle fuel burn
Fuel used while the engine runs and the truck is not moving.
Dispatch Services →IFTA
International Fuel Tax Agreement: a quarterly return that distributes fuel tax among the jurisdictions where a carrier operated.
Business Filings →IFTA audit
A review by the base jurisdiction comparing reported miles and fuel with the carrier's records.
Business Filings →IFTA quarter
A three-month period for which an IFTA fuel tax return is filed.
Business Filings →Improvement log
A record of capital improvements to a property, with dates and costs.
Property Problem-Solving & Upkeep →Income floor
The low end of your usual income, used to set a safe budget.
Consulting & Strategy →Independent contractor
A worker who runs their own business and controls how the work is done.
Consulting & Strategy →Injury journal
A daily record kept by a client of pain, sleep and activities missed after an injury.
Litigation Support (Ashmoor Casework) →Inoperable vehicle
ES: Vehículo que no funcionaA vehicle that does not run or steer, requiring a winch or forklift to load, often at extra cost.
Dispatch Services →Inspection level
The type of roadside inspection, from a full Level I to narrower levels.
Dispatch Services →Insurance cost per mile
Yearly insurance premiums divided by yearly miles.
Dispatch Services →Intake
Gathering facts from a potential client for counsel to review.
Litigation Support (Ashmoor Casework) →Interchange
The part of a card fee that goes to the bank that issued the card.
Consulting & Strategy →Interest saved
The interest a borrower avoids by paying a loan down faster.
Consulting & Strategy →Interrogatories
Written questions one party serves on another during discovery, answered in writing under oath.
Litigation Support (Ashmoor Casework) →Invoice aging
Grouping unpaid invoices by how long they have been outstanding.
Operations & Back Office →IRP
International Registration Plan: apportioned vehicle registration for carriers operating in multiple jurisdictions.
Business Filings →Itemization
A detailed list of the charges that make up a claimed amount.
Litigation Support (Ashmoor Casework) →Job costing
Tracking every cost of a specific job to measure its real profit.
Consulting & Strategy →Judgment search
A search of court and recorded records for money judgments against a party.
Records & Research →Jurat
A notarial act where a signer swears or affirms a document is true.
Litigation Support (Ashmoor Casework) →Jurisdiction miles
Miles driven in each state or province, recorded for IFTA and IRP reporting.
Business Filings →Kanban board
A board with columns for each stage of work, with cards moved across as work progresses.
Technology Setup →Key inventory
A list of every key, remote and gate card given to a tenant, checked again at move-out.
Property Problem-Solving & Upkeep →Key log
A record of every key and code given out for a property, and when each was returned.
Property Problem-Solving & Upkeep →Keyboard shortcut
A key or key combination that does something without the mouse.
Technology Setup →Kickoff call
The first working meeting after a client signs, to confirm scope and next steps.
Consulting & Strategy →Kilowatt-hour
The unit electric companies use to bill for electricity.
Consulting & Strategy →Land allocation
The part of a purchase price assigned to the land, which is not depreciated.
Property Problem-Solving & Upkeep →Lane
ES: RutaA route between an origin and a destination, often described by city or region pairs.
Dispatch Services →Late fee (rent)
A charge for rent paid after the due date, as set by the lease and the law.
Property Problem-Solving & Upkeep →Layover
ES: Día de espera (pernocta)A delay in which a driver is held overnight or longer before a load is ready, often compensated under the rate confirmation.
Dispatch Services →Leading indicator
A number that changes before results do, such as new leads.
Consulting & Strategy →Lease agreement (trucking)
The written contract under which an owner-operator's truck runs under a carrier's authority.
Dispatch Services →Lease chargeback
An amount a carrier deducts from an owner-operator's pay as the lease allows.
Dispatch Services →Lease violation
A tenant's failure to follow a term of the lease.
Property Problem-Solving & Upkeep →Lease-on agreement
The written lease between an owner-operator and the carrier whose authority they run under.
Dispatch Services →Lease-purchase
An agreement to lease a truck with the option or obligation to buy it at the end.
Dispatch Services →Leasing approval
An association's approval of a tenant before move-in, if its rules require it.
Property Problem-Solving & Upkeep →Leasing fee
A charge for finding and placing a new tenant.
Property Problem-Solving & Upkeep →Legal holiday
A day that does not count in certain legal deadlines.
Property Problem-Solving & Upkeep →Less-than-truckload (LTL)
Shipments too small to fill a trailer, combined with other customers' freight.
Dispatch Services →Letter of protection
A letter promising a medical provider payment from a future recovery.
Litigation Support (Ashmoor Casework) →Letter of representation
A letter telling others that a firm represents a client.
Litigation Support (Ashmoor Casework) →Liability limits
The most a policy pays per person and per accident for injuries you cause.
Consulting & Strategy →Lien (medical)
A claim by a provider or insurer to be repaid from a settlement.
Litigation Support (Ashmoor Casework) →Lien reduction
An agreement by a lienholder to accept less than the amount claimed.
Litigation Support (Ashmoor Casework) →Lien search
A search of public records for claims recorded against a property, such as mortgages, judgments or code enforcement liens.
Records & Research →Lienholder
A person or company that claims a right to be paid from a recovery or property.
Litigation Support (Ashmoor Casework) →Life care plan
An expert's detailed plan of future care and its cost for a seriously injured person.
Litigation Support (Ashmoor Casework) →Life care planner
A professional who prepares life care plans, often a nurse or rehabilitation specialist.
Litigation Support (Ashmoor Casework) →Light duty
Limited work a doctor allows while a patient recovers.
Litigation Support (Ashmoor Casework) →Limited power of attorney
Written permission for a dispatcher to sign certain documents for a carrier.
Dispatch Services →Line of credit
A borrowing limit a business can draw on as needed and repay.
Operations & Back Office →Linehaul
ES: Flete de líneaThe base rate for moving freight from origin to destination, before accessorial charges.
Dispatch Services →Listing packet
The documents a seller gathers before putting a property on the market.
Property Problem-Solving & Upkeep →Litigation hold
An instruction to preserve documents and data that may be relevant to a lawsuit.
Litigation Support (Ashmoor Casework) →Load board
ES: Bolsa de cargasAn online marketplace where available loads are posted and carriers search for freight.
Dispatch Services →Load coverage
Having a truck assigned to every load and a load for every truck.
Dispatch Services →Load rejection
When a receiver refuses all or part of a load, often for temperature or damage.
Dispatch Services →Load tender
An offer of a load from a broker or shipper to a carrier, with the lane, dates and rate.
Dispatch Services →Load-to-home
A load chosen because it delivers near the driver's home before home time.
Dispatch Services →Loaded cost of an employee
Wages plus payroll taxes, benefits and overhead for one employee.
Consulting & Strategy →Loaded rate per mile
Revenue divided by loaded miles only, as most rates are quoted.
Dispatch Services →Loss of enjoyment of life
The effect of an injury on activities a person used to enjoy.
Litigation Support (Ashmoor Casework) →Loss of rent coverage
Insurance that pays lost rent while a rental is repaired after a covered loss.
Property Problem-Solving & Upkeep →Lost overtime
Overtime a person would have worked if not for the injury.
Litigation Support (Ashmoor Casework) →Lost wage documentation
Pay records and employer letters showing income lost because of an injury.
Litigation Support (Ashmoor Casework) →Lot clearing
Removing vegetation, debris and overgrowth from a parcel of land.
Property Problem-Solving & Upkeep →Lumper
ES: Descargador (lumper)A worker or service that loads or unloads freight at a facility, often for a fee paid by the carrier.
Dispatch Services →Lumper receipt
Proof of a fee paid for unloading, needed to be reimbursed.
Operations & Back Office →Maintenance escrow
Money held from a driver's pay to cover future repairs on a leased truck.
Operations & Back Office →Maintenance fund
Money set aside per mile to pay for future repairs and tires.
Operations & Back Office →Maintenance interval
How often a home or equipment task should be repeated.
Consulting & Strategy →Maintenance markup
A percentage a manager adds to repair invoices.
Property Problem-Solving & Upkeep →Maintenance request
A tenant's report of something that needs repair.
Property Problem-Solving & Upkeep →Maintenance reserve per mile
An amount set aside for each mile driven to pay for future repairs.
Operations & Back Office →Major repair reserve
Part of the maintenance fund kept for large, less frequent repairs.
Operations & Back Office →Make ready
Repairs, painting and cleaning that get a unit ready to rent.
Property Problem-Solving & Upkeep →Management agreement
The contract between an owner and a property manager.
Property Problem-Solving & Upkeep →Management fee
A property manager's monthly charge, usually a percentage of rent collected.
Property Problem-Solving & Upkeep →Master exhibit list
The single, current list of exhibit numbers and descriptions that every binder matches.
Litigation Support (Ashmoor Casework) →Materials reviewed log
A record of every document sent to an expert, with dates and Bates ranges.
Litigation Support (Ashmoor Casework) →Matter
A single case or legal engagement, tracked under its own name or number.
Litigation Support (Ashmoor Casework) →Matter list
A firm's record of every client and matter, past and present.
Litigation Support (Ashmoor Casework) →MC number
The operating authority number FMCSA issues to for-hire carriers and brokers in interstate commerce.
Business Filings →MCS-150
The form used to register or update a USDOT number, required at least every two years.
Business Filings →MCS-150 biennial update
The update of a carrier's USDOT registration information required every two years.
Business Filings →Meal plan
A list of the week's meals, planned ahead with a grocery list.
Consulting & Strategy →Mediation
A meeting where a neutral mediator helps the parties try to settle a dispute without a trial.
Litigation Support (Ashmoor Casework) →Mediation binder
A tabbed set of summaries and key documents counsel brings to mediation.
Litigation Support (Ashmoor Casework) →Mediation summary
A short written summary of a case sent to the mediator before mediation.
Litigation Support (Ashmoor Casework) →Medical chronology
A dated, cited timeline of medical treatment drawn from the records.
Litigation Support (Ashmoor Casework) →Medical cost inflation
How fast the price of medical care rises over time.
Litigation Support (Ashmoor Casework) →Medical examiner's certificate
Proof that a commercial driver passed the required medical exam.
Operations & Back Office →Medical mileage
Miles driven to and from medical appointments.
Litigation Support (Ashmoor Casework) →Metadata
Information stored inside a file, such as when and on what device it was created.
Litigation Support (Ashmoor Casework) →Mid-month convention
The rule that treats a rental as placed in service in the middle of the month.
Property Problem-Solving & Upkeep →Mileage reimbursement
Paying back an employee or contractor for business miles driven, usually at a set rate per mile.
Operations & Back Office →Miles by state
Miles driven in each state during a quarter, used for IFTA.
Operations & Back Office →Miles per gallon
Miles driven divided by gallons used, a key input for fuel cost and IFTA checks.
Dispatch Services →Milestone
A point in a project when a defined part of the work is delivered.
Consulting & Strategy →Millage rate
The property tax rate, in dollars per $1,000 of taxable value.
Property Problem-Solving & Upkeep →Minimum payment
The smallest payment a lender accepts each month, often mostly interest.
Consulting & Strategy →Missed call log
A list of calls that need to be returned, with the time they came in.
Operations & Back Office →Mobile mechanic
A mechanic who comes to the truck to make repairs on the road.
Dispatch Services →Money by person or property
A back-office view of bills, subscriptions and invoices grouped by who or what they are for.
Technology Setup →Money code
A code that lets a driver draw cash or pay a fee through a fuel card system.
Operations & Back Office →Month-end close
Reconciling and reviewing a month's income, expenses and accounts before moving on.
Operations & Back Office →Monthly close
Reviewing and finalizing a month's numbers soon after it ends.
Consulting & Strategy →Monthly essentials
Housing, utilities, food, insurance, transportation and minimum debt payments.
Consulting & Strategy →Monthly retainer
A set monthly fee for an agreed scope of ongoing work.
Consulting & Strategy →Months of runway
How many months the business could cover its expenses from savings.
Consulting & Strategy →Mortgage escrow
Money collected with a mortgage payment to pay property taxes and insurance.
Property Problem-Solving & Upkeep →Mortgage insurance
Insurance the lender requires on many loans with a small down payment.
Property Problem-Solving & Upkeep →Motor vehicle record
A state's driving record for a person, reviewed when hiring and each year.
Operations & Back Office →Move-in checklist
A dated record of a unit's condition when a tenant moves in.
Property Problem-Solving & Upkeep →Move-in total
Everything a tenant must pay before getting the keys.
Property Problem-Solving & Upkeep →Move-in walkthrough
Inspecting and photographing a new home before moving in.
Consulting & Strategy →Move-out inspection
A dated walk-through of a unit when the tenant leaves, with photos.
Property Problem-Solving & Upkeep →MPG trend
Miles per gallon over several tanks, showing whether economy is improving or slipping.
Dispatch Services →NAICS code
North American Industry Classification System: the standard codes that classify a business by activity.
Consulting & Strategy →Naming convention
A consistent pattern for file names, such as date, source and description.
Document Services →Narrative report
A doctor's written summary of a patient's injuries, treatment and opinions.
Litigation Support (Ashmoor Casework) →Needs (budget)
Essential spending such as housing, food, utilities and insurance.
Consulting & Strategy →Net 30
Payment terms requiring an invoice to be paid within 30 days.
Operations & Back Office →Net operating income
Rent minus operating expenses, before the mortgage.
Property Problem-Solving & Upkeep →Net promoter question
Asking how likely a client is to recommend you, on a 0 to 10 scale.
Consulting & Strategy →New entrant monitoring period
The 18 months FMCSA monitors a new motor carrier, including a safety audit.
Business Filings →New entrant program
FMCSA's monitoring period for new carriers, about 18 months, which includes a safety audit.
Consulting & Strategy →New hire reporting
Reporting each new employee to the state within a set time.
Consulting & Strategy →New matter
A case or project newly opened by a firm.
Litigation Support (Ashmoor Casework) →Non-recourse factoring
ES: Factoraje sin recursoFactoring in which the factor absorbs the loss in defined situations, such as a broker's insolvency, usually for a higher fee.
Operations & Back Office →Non-running vehicle
A vehicle that cannot drive onto the trailer and must be winched, usually at a higher rate.
Dispatch Services →Normal wear and tear
The expected decline of a unit from ordinary use, not damage.
Property Problem-Solving & Upkeep →Notary journal
A record of each notarial act, with the signer, document, ID and fee.
Litigation Support (Ashmoor Casework) →Notary public
An official authorized by the state to witness signatures and administer oaths.
Connections & Vetting →Notice deadline
The last day to give notice to change or end a contract.
Consulting & Strategy →Notice of assignment (NOA)
ES: Aviso de cesiónA letter telling brokers to pay a carrier's factoring company instead of the carrier directly.
Operations & Back Office →Notice of commencement
A document recorded in Florida before certain construction begins, identifying the owner, contractor and project.
Records & Research →Notice of deposition
A document that tells the parties when, where and how a deposition will be taken.
Litigation Support (Ashmoor Casework) →Notice of entry
A landlord's advance notice to enter a unit.
Property Problem-Solving & Upkeep →Notice of hearing
A document that sets the date, time and place of a hearing.
Litigation Support (Ashmoor Casework) →Notice of intent to impose a claim
In Florida, the written notice an owner sends to keep part of a deposit, by certified mail within 30 days of move-out.
Property Problem-Solving & Upkeep →Notice of noncompliance
A written notice to a tenant about a lease violation, as Florida law sets out.
Property Problem-Solving & Upkeep →Notice to enter
A landlord's notice to a tenant of a planned entry, with the date, time and reason.
Property Problem-Solving & Upkeep →Occupancy rate
The share of available nights that are actually booked.
Property Problem-Solving & Upkeep →Occupant
A person who lives in a rental, whether or not they signed the lease.
Property Problem-Solving & Upkeep →Occupational accident insurance
Coverage for injuries to owner-operators who are not covered by workers' compensation.
Dispatch Services →Odometer reading
ES: Lectura del odómetroThe mileage recorded at pickup and delivery on an inspection report.
Dispatch Services →Off-work note
A doctor's note that keeps a patient off work or on light duty for stated dates.
Litigation Support (Ashmoor Casework) →Offboarding
The steps to close out a client relationship or an employee's departure.
Consulting & Strategy →Offer gap
The difference between the last demand and the last offer in a negotiation.
Litigation Support (Ashmoor Casework) →Officer search
Looking up the people listed as a company's officers or managers and their other companies.
Records & Research →Oil change interval
How often a car's engine oil should be changed, set by the manufacturer.
Consulting & Strategy →Online notarization
A notarization done over audio-video technology, allowed in Florida by registered notaries.
Litigation Support (Ashmoor Casework) →Open car carrier
ES: Portaautos abiertoA trailer that hauls vehicles exposed to the weather; the most common and economical way to ship a car.
Dispatch Services →Open enrollment
The yearly period when people can sign up for or change health coverage.
Consulting & Strategy →Open permit
A building permit that was issued but never closed out with final inspections.
Records & Research →Operating agreement
The internal agreement among an LLC's members covering ownership, management and decisions.
Operating authority
ES: Autoridad de operaciónFMCSA permission, identified by an MC number, to operate as a for-hire carrier or broker in interstate commerce.
Business Filings →Origination fee
A fee a lender charges to make a loan, often a percentage of the amount.
Consulting & Strategy →Out-of-pocket expense
A cost an injured person paid themselves, such as a copay or prescription.
Litigation Support (Ashmoor Casework) →Out-of-town contact
A relative or friend outside the area whom family members call after an emergency.
Consulting & Strategy →Outsourcing
Hiring an outside firm to do work instead of staffing it in-house.
Consulting & Strategy →Outstanding records
Records requested or subpoenaed that have not yet arrived, tracked until they do.
Litigation Support (Ashmoor Casework) →Overgrowth violation
A code enforcement citation for grass or vegetation above the allowed height.
Property Problem-Solving & Upkeep →Oversize/overweight permit
A state permit to move a load exceeding legal size or weight limits on its roads.
Business Filings →Overwrite period
How long a video or data system keeps recordings before replacing them.
Litigation Support (Ashmoor Casework) →Owner dashboard
One screen that shows an owner what needs attention across the business.
Technology Setup →Owner draw
The money paid to the owner after expenses and reserves.
Property Problem-Solving & Upkeep →Owner statement
A monthly report to a property owner of rent, expenses and the net paid.
Property Problem-Solving & Upkeep →Owner's draw
Money an owner takes out of the business for personal use.
Consulting & Strategy →Owner-operator
ES: Dueño-operadorA driver who owns or leases a truck and runs it as a business, under their own authority or leased onto a carrier.
Consulting & Strategy →Owner-operator escrow
Money a carrier holds from an owner-operator under the lease terms.
Dispatch Services →Page and line
A citation to a transcript, such as 45:12 for page 45, line 12.
Litigation Support (Ashmoor Casework) →Page range
The first and last page numbers of a document within a set.
Litigation Support (Ashmoor Casework) →Page-line summary
A deposition summary that follows the transcript in order, citing page and line for each point.
Litigation Support (Ashmoor Casework) →Pages per hour
How many transcript or record pages can be reviewed in an hour, used to plan summaries.
Litigation Support (Ashmoor Casework) →Paid amount
What was actually paid on a medical bill, by insurance or the patient.
Litigation Support (Ashmoor Casework) →Pain scale
A 0 to 10 rating of pain, used by doctors and in injury journals.
Litigation Support (Ashmoor Casework) →Partial travel day
The first or last day of a trip, counted at 75% of the per diem rate.
Operations & Back Office →Partial-period tax
A smaller Form 2290 amount for a vehicle first used after July.
Operations & Back Office →Past-due notice
A written reminder that a payment is late, with the amount owed and a deadline.
Dispatch Services →Pay yourself first
Moving savings out on payday, before spending on anything else.
Consulting & Strategy →Paycheck amount
How much to save from each paycheck to reach a goal on time.
Consulting & Strategy →Payment receipt
A written record given to a tenant showing the amount and date of a payment.
Property Problem-Solving & Upkeep →Payment reminder
A message to a client about an invoice that is due soon or past due.
Operations & Back Office →Payment status request
A message asking a broker when an approved invoice will be paid.
Dispatch Services →Payoff letter
A written statement of the exact amount needed to satisfy a debt or lien on a date.
Records & Research →Payoff statement
A statement of the total owed on a judgment as of a date, with the daily amount after it.
Litigation Support (Ashmoor Casework) →Per diem (family)
A set daily amount for food and small costs while traveling.
Consulting & Strategy →Per diem (transportation)
A daily IRS rate for meals and incidentals for transportation workers away from home overnight.
Operations & Back Office →Per diem interest
The interest a judgment or debt earns each day.
Litigation Support (Ashmoor Casework) →Per-car rate
The price paid to haul a single vehicle, the basic unit of auto transport pricing.
Dispatch Services →Per-transaction fee
A fixed amount a processor charges on each card sale.
Consulting & Strategy →Per-vehicle limit
A cargo policy limit for each vehicle hauled, common on car hauler policies.
Dispatch Services →Percentage deductible
A deductible set as a percentage of the dwelling coverage.
Property Problem-Solving & Upkeep →Period of limitations
The time during which a tax return can be amended or additional tax assessed.
Document Services →Periodic inspection
A scheduled check of a rental's condition during a lease.
Property Problem-Solving & Upkeep →Periodic inspection report
The record that a commercial vehicle passed its yearly inspection.
Dispatch Services →Permanent residence
The home where a person lives and intends to stay, required for the homestead exemption.
Property Problem-Solving & Upkeep →Permit search
Looking up a property's permit history with the building department.
Records & Research →Personal injury protection
Florida no-fault coverage that pays part of medical bills and lost income after a car crash.
Litigation Support (Ashmoor Casework) →Pest control service
Recurring treatment to prevent insects and rodents.
Property Problem-Solving & Upkeep →Pet addendum
A lease addendum with the pet rules, fees and responsibilities.
Property Problem-Solving & Upkeep →Pet deposit
A refundable amount held for pet damage, under the lease.
Property Problem-Solving & Upkeep →Physical damage coverage
Insurance for damage to your own truck and trailer.
Dispatch Services →Pickup number
The number the shipper uses to release a load to the driver.
Dispatch Services →PIP limit
The most PIP pays per person, commonly $10,000 in Florida.
Litigation Support (Ashmoor Casework) →Pipeline
The prospects at each stage from first contact to signed work.
Consulting & Strategy →Placed in service
The date a rental is ready and available to rent, when depreciation starts.
Property Problem-Solving & Upkeep →Plain-language summary
A short explanation written so anyone can understand it, without jargon.
Document Services →Plat
A recorded map showing how a tract of land is divided into lots and streets.
Records & Research →Platform fee
The commission a booking site charges on each stay.
Property Problem-Solving & Upkeep →Policy limits
The maximum an insurance policy will pay for a claim.
Litigation Support (Ashmoor Casework) →Policy renewal
When an insurance policy continues for another term, often at a new price.
Consulting & Strategy →Policy term
How long an insurance policy lasts before renewal, often six or twelve months.
Consulting & Strategy →Portal rejection
When an e-filing portal or clerk returns a filing for a technical or formal problem.
Litigation Support (Ashmoor Casework) →Post-judgment interest
Interest that accrues on a money judgment from the date it is entered until it is paid.
Litigation Support (Ashmoor Casework) →Power only
ES: Solo tractorA service in which a carrier supplies the tractor and driver to pull a trailer owned by someone else.
Dispatch Services →Pre-marked exhibit
An exhibit labeled before the hearing or trial, as the judge requires.
Litigation Support (Ashmoor Casework) →Pre-purchase inspection
A mechanic's check of a used car before you buy it.
Consulting & Strategy →Present value
What a future amount is worth today, figured by an economist using a discount rate.
Litigation Support (Ashmoor Casework) →Preservation letter
A letter asking someone to keep evidence, such as video, from being deleted.
Litigation Support (Ashmoor Casework) →Pretrial order
A court order setting the issues, witnesses and exhibits for trial.
Litigation Support (Ashmoor Casework) →Price book
A list of the best prices you have seen for items you buy often.
Consulting & Strategy →Price floor
The lowest price that still covers costs and the margin you need.
Consulting & Strategy →Price increase notice
A written notice to clients of a change in prices, with the effective date.
Consulting & Strategy →Prime contractor
The company holding a contract directly with the buyer, which may hire subcontractors.
Consulting & Strategy →Principal and interest
The part of a mortgage payment that repays the loan and pays the interest.
Property Problem-Solving & Upkeep →Principal prepayment
An extra payment that goes directly to a loan's balance.
Consulting & Strategy →Print agenda
A printed list of a day's appointments, deadlines and to-dos from the back office.
Technology Setup →Print my day
A printed list of what is due today and this week, from the back office.
Technology Setup →Prior injury
An earlier injury or complaint involving the same part of the body.
Litigation Support (Ashmoor Casework) →Prior treatment
Care for the same part of the body before the incident.
Litigation Support (Ashmoor Casework) →Privacy settings
Controls that limit who can see social media posts.
Litigation Support (Ashmoor Casework) →Privilege claim
A statement that information is withheld from discovery because it is privileged.
Litigation Support (Ashmoor Casework) →Privilege log
A list identifying documents withheld from discovery and the privilege claimed for each.
Litigation Support (Ashmoor Casework) →Probate
The court process for administering a deceased person's estate.
Litigation Support (Ashmoor Casework) →Procedure review date
The date a written procedure is next checked and updated.
Consulting & Strategy →Process server
A person authorized to deliver legal papers such as a summons.
Litigation Support (Ashmoor Casework) →Production
The set of documents one party provides to another in discovery.
Litigation Support (Ashmoor Casework) →Production index
A list tying each Bates range to the discovery request it answers.
Litigation Support (Ashmoor Casework) →Production log
A record of every document production: volume, Bates range, date, method and recipient.
Litigation Support (Ashmoor Casework) →Profit and loss statement
A report of revenue, expenses and resulting profit or loss over a period.
Operations & Back Office →Proof of delivery
Evidence of when and how a notice was given.
Property Problem-Solving & Upkeep →Proof of delivery (POD)
ES: Comprobante de entregaThe signed document confirming freight was delivered, typically required before an invoice is paid.
Operations & Back Office →Proof of purchase
A receipt or record showing what was bought, when and for how much.
Consulting & Strategy →Proof of service
A document showing when, how and by whom papers were delivered.
Litigation Support (Ashmoor Casework) →Property appraiser
The county office that values property for tax purposes and maintains ownership records.
Records & Research →Property damage claim
A claim for damage to a vehicle or other property, separate from injuries.
Litigation Support (Ashmoor Casework) →Property tax discount
Florida's early-payment discount on property tax bills, largest when paid in November and smaller each month after.
Records & Research →Proposed order
An order drafted by a party for the judge to review and sign after a hearing.
Litigation Support (Ashmoor Casework) →Proposed order (after hearing)
The order a party drafts for the judge to sign after a ruling.
Litigation Support (Ashmoor Casework) →Prorated rent
Rent for part of a month, based on the days the tenant has the unit.
Property Problem-Solving & Upkeep →Provider list
Every provider in a matter, with contacts and treatment dates.
Litigation Support (Ashmoor Casework) →PTO used (injury claim)
Sick or vacation time spent while out of work because of the injury.
Litigation Support (Ashmoor Casework) →Public post
Social media content anyone can see, which may be used in a case.
Litigation Support (Ashmoor Casework) →Public records request
A request for government records. In Florida, governed by Chapter 119 of the Florida Statutes.
Records & Research →Quarterly due dates
The four dates estimated taxes are usually due: April, June, September and January.
Consulting & Strategy →Quick add
A shortcut for capturing a task or note in one step without leaving the current screen.
Technology Setup →Quick pay
ES: Pago rápidoA broker program that pays carriers faster than standard terms, usually for a percentage fee.
Operations & Back Office →Quick text
Saved wording you reuse often, such as addresses or standard replies.
Operations & Back Office →Quote comparison
Lining up insurance quotes with the same coverage to compare prices fairly.
Consulting & Strategy →Rate confirmation
ES: Confirmación de tarifaThe agreement between a broker and carrier setting the rate, pickup and delivery details for a load.
Dispatch Services →Rate confirmation review
Checking a rate confirmation against what was agreed before signing.
Dispatch Services →Rate per hour
What a load pays divided by all the hours it takes, including waiting.
Dispatch Services →Rate per mile
ES: Tarifa por millaA load's rate divided by its miles; the standard way carriers compare loads.
Dispatch Services →Read and sign
A deponent's right to review the transcript and note corrections before it is finalized.
Litigation Support (Ashmoor Casework) →Reasonable accommodation
A change in rules or policies so a person with a disability can use and enjoy housing.
Property Problem-Solving & Upkeep →Receipt
Proof of a purchase showing the date, seller, item and amount.
Operations & Back Office →Receivables aging report
A list of what clients owe, grouped by how old each invoice is.
Operations & Back Office →Reconciled balance
An account balance confirmed to match the bank statement.
Consulting & Strategy →Records authorization
A signed form permitting a provider to release a person's records to a named recipient.
Litigation Support (Ashmoor Casework) →Records contact
The person or service that handles medical records requests for a provider.
Litigation Support (Ashmoor Casework) →Records custodian
The person responsible for keeping an organization's records and certifying copies of them.
Records & Research →Records log
A running list of every records request: provider, date sent, date range, fees and follow-ups.
Litigation Support (Ashmoor Casework) →Records review
A first pass through medical records to confirm they are complete and flag key items.
Litigation Support (Ashmoor Casework) →Recourse factoring
ES: Factoraje con recursoFactoring in which the carrier must repay the advance if the broker or shipper never pays the invoice.
Operations & Back Office →Recurring bill
A charge that comes due on a regular schedule, such as rent or insurance.
Operations & Back Office →Recurring filing
A report or payment due on a regular schedule, such as quarterly or yearly.
Business Filings →Redaction
Blacking out confidential or privileged information in a document before it is produced or filed.
Litigation Support (Ashmoor Casework) →Redaction log
A list of redactions made in produced documents, with the reason for each.
Litigation Support (Ashmoor Casework) →Reefer
ES: Caja refrigeradaA refrigerated trailer used for temperature-controlled freight.
Dispatch Services →Reefer download
The recorded temperature history from a reefer unit for a trip.
Dispatch Services →Referral
A recommendation from a client or contact that leads to a new client.
Consulting & Strategy →Referral date
The date a provider sent a patient to another provider.
Litigation Support (Ashmoor Casework) →Referral partner
A business that serves the same clients and sends work your way.
Consulting & Strategy →Registered agent
The person or company designated to receive legal and official documents on behalf of a business.
Business Filings →Registration renewal
The yearly renewal of a vehicle's plate and registration.
Dispatch Services →Reimbursement claim
A request by a health plan or program to be repaid from a recovery for medical costs it covered.
Litigation Support (Ashmoor Casework) →Reinstatement
Restoring an administratively dissolved business entity to active status with the state.
Business Filings →Release of information
The department or vendor that handles requests for copies of medical records.
Litigation Support (Ashmoor Casework) →Release of lien
A recorded document showing a lien has been paid or satisfied.
Records & Research →Release time
When a truck is released from a shipper or receiver after loading or unloading.
Dispatch Services →Reload market
An area where trucks easily find the next load after delivering.
Dispatch Services →Reminder schedule
Set days to send payment reminders for every invoice.
Consulting & Strategy →Remote appearance
Attending a hearing by video or phone, when the court allows it.
Litigation Support (Ashmoor Casework) →Remote deposition
A deposition taken over a video link instead of in person.
Litigation Support (Ashmoor Casework) →Renewal calendar
A list of every license, policy and registration with its expiration date and a reminder ahead of time.
Operations & Back Office →Renewal offer
The terms offered to a tenant for another lease term.
Property Problem-Solving & Upkeep →Renewal rent
The rent offered to a current tenant for another lease term.
Property Problem-Solving & Upkeep →Rent comparable
A similar nearby rental used to set or check rent.
Property Problem-Solving & Upkeep →Rent increase notice
A written notice of a new rent and when it starts.
Property Problem-Solving & Upkeep →Rent ledger
A running record of every rent charge and payment for a tenant.
Property Problem-Solving & Upkeep →Rent per square foot
Monthly rent divided by the home's square feet.
Property Problem-Solving & Upkeep →Rent reminder
A friendly message to a tenant before or on the rent due date.
Property Problem-Solving & Upkeep →Rent roll
A list of units with tenants, rent, lease dates and balances.
Property Problem-Solving & Upkeep →Rent-to-income ratio
Monthly income divided by monthly rent; many owners look for about three.
Property Problem-Solving & Upkeep →Rental application
The form an applicant completes, with consent to check history and credit.
Property Problem-Solving & Upkeep →Rental listing
An advertisement describing a rental, its price and how to apply.
Property Problem-Solving & Upkeep →Repair (rental)
Work that keeps a rental in working order, usually deducted in the year paid.
Property Problem-Solving & Upkeep →Repair history
A record of every repair on a unit, with costs and downtime.
Dispatch Services →Repeating to-do
A to-do in the back office that comes back each week, month or year once it is done.
Technology Setup →Replacement cost
What it would cost to replace a damaged item with a new one of similar kind.
Property Problem-Solving & Upkeep →Report due date
The date counsel sets for an expert to deliver a written report.
Litigation Support (Ashmoor Casework) →Report fee
The charge a doctor's office sets to prepare a narrative report.
Litigation Support (Ashmoor Casework) →Reposition
Driving empty to a better market instead of taking the nearest reload.
Dispatch Services →Repower
Sending another truck to pick up a load when the original truck cannot finish.
Dispatch Services →Request for admission
A discovery request asking a party to admit or deny specific facts.
Litigation Support (Ashmoor Casework) →Request for admissions
A discovery request asking a party to admit or deny specific facts.
Litigation Support (Ashmoor Casework) →Request for production
A discovery request asking a party to produce documents or other items.
Litigation Support (Ashmoor Casework) →Required rate per mile
The rate per mile a truck must average to meet its yearly revenue goal.
Dispatch Services →Research log
A record of questions researched, sources checked and findings.
Litigation Support (Ashmoor Casework) →Reserve release
Payment of the held part of a factored invoice after the broker pays, less fees.
Dispatch Services →Response deadline
The last day to answer a pleading, motion or discovery request.
Litigation Support (Ashmoor Casework) →Retail-minus discount
Fuel priced at the pump price minus a set amount per gallon.
Dispatch Services →Retained expert
An expert hired by a party to give opinions in a case.
Litigation Support (Ashmoor Casework) →Retainer
An arrangement in which a client pays a recurring fee for a defined scope of ongoing services.
Consulting & Strategy →Retainer agreement
A written agreement for ongoing services billed at a set amount each period.
Consulting & Strategy →Retainer balance
Prepaid funds held for future work and drawn down as work is billed.
Operations & Back Office →Retainer review
A regular check of hours spent against what a retainer covers.
Consulting & Strategy →Retention department
The team at a provider that handles customers who want to cancel, often with better offers.
Consulting & Strategy →Retention policy
The written rules for how long each kind of record is kept.
Document Services →Retention rate
The share of clients who keep working with you from one year to the next.
Consulting & Strategy →Retread
A used tire casing with new tread applied, common on drive and trailer positions.
Dispatch Services →Return load
Vehicles booked for the trip back, so the truck earns in both directions.
Dispatch Services →Return of service
The document filed with the court showing a person was served, and how.
Litigation Support (Ashmoor Casework) →Return on ad spend
Revenue or profit from advertising compared with what it cost.
Consulting & Strategy →Returned call
Calling back a client who called, ideally the same or next business day.
Litigation Support (Ashmoor Casework) →Revenue by month
Income totaled for each month, used to see trends and seasons.
Operations & Back Office →Revenue goal
A target amount of income for a period, used to track progress.
Operations & Back Office →Road service
Repairs done on the roadside or by a mobile mechanic instead of at a shop.
Dispatch Services →Roadside assistance
A service or coverage that sends help for breakdowns, tires or towing.
Dispatch Services →Rolling window
A count that moves forward one day at a time, dropping the oldest day.
Dispatch Services →Rollover hours
Unused retainer hours carried into the next month, if the agreement allows.
Consulting & Strategy →Round trip
The whole run from home base out and back, including empty miles.
Dispatch Services →Routing
Sending an incoming document to the person who must act on it.
Litigation Support (Ashmoor Casework) →Running document
A summary kept up to date throughout a case, such as a chronology or bills summary.
Litigation Support (Ashmoor Casework) →S-corporation election
A tax election, filed on IRS Form 2553, allowing a qualifying business to pass income through to its owners. A decision for your CPA.
Operations & Back Office →Safe deposit box
A locked box rented at a bank for storing valuables and originals.
Document Services →Safe harbor (estimated tax)
A payment level that avoids underpayment penalties, often based on the prior year's tax.
Consulting & Strategy →Safety audit
A review of a new carrier's basic safety records and controls.
Business Filings →Safety performance history
Information from a driver's previous employers that new carriers must request.
Operations & Back Office →Salvage
Damaged freight that still has some value and can be sold to reduce a claim.
Dispatch Services →SAM.gov
The federal system where businesses register to work with the U.S. government; registration is free.
Business Filings →SAM.gov and UEI
The federal System for Award Management, where businesses register to work with the government and receive a Unique Entity ID.
Consulting & Strategy →Satisfaction of judgment
A filing showing a judgment has been paid in full.
Litigation Support (Ashmoor Casework) →Save Our Homes
Florida's cap on yearly increases in the assessed value of a homestead.
Property Problem-Solving & Upkeep →Scale ticket
The printed record of a truck's weight from a certified scale.
Dispatch Services →Schedule 1 (Form 2290)
The stamped proof of heavy vehicle use tax payment, often needed for registration.
Business Filings →Schedule C
The IRS form sole proprietors and single-member LLCs commonly use to report business profit or loss.
Operations & Back Office →Schedule E
The federal tax form individuals use to report rental income and expenses.
Property Problem-Solving & Upkeep →Scope creep
Work that grows beyond what was agreed in writing, usually without a matching change in fee.
Consulting & Strategy →Scope of work
A document defining the deliverables, timeline and fees for an engagement.
Consulting & Strategy →Screening criteria
The written standards used to decide on rental applications.
Property Problem-Solving & Upkeep →Screening order
Reviewing applications in the order they were received.
Property Problem-Solving & Upkeep →Seal number
The number on the seal placed on a trailer door, recorded on the bill of lading.
Dispatch Services →Seasonality
Regular rises and falls in business activity at certain times of year.
Consulting & Strategy →Section 55.03
The Florida statute on the interest rate for judgments, set by the Chief Financial Officer.
Litigation Support (Ashmoor Casework) →Section 83.49
The Florida statute on security deposits and advance rent.
Property Problem-Solving & Upkeep →Secure destruction
Shredding or erasing records so they cannot be recovered.
Document Services →Security deposit
Money a tenant pays at move-in, held under the lease and the law.
Property Problem-Solving & Upkeep →Self-employment tax
Social Security and Medicare tax paid by self-employed people on their net earnings.
Operations & Back Office →Seller disclosure
Information a seller gives a buyer about the property's condition.
Property Problem-Solving & Upkeep →Separate books
Financial records kept only for the business, apart from personal records.
Operations & Back Office →Serial number
The unique number on an appliance or device, used for warranty and repairs.
Property Problem-Solving & Upkeep →Service by email
Delivering court papers to another party by email, as the court rules allow.
Litigation Support (Ashmoor Casework) →Service charge (utility)
The fixed monthly amount a utility charges regardless of use.
Property Problem-Solving & Upkeep →Service of process
The formal delivery of legal papers to a party, giving notice of a legal action.
Connections & Vetting →Service of process fee
What a process server or sheriff charges to deliver court papers.
Litigation Support (Ashmoor Casework) →Service schedule
The list of recurring vendor visits at a property.
Property Problem-Solving & Upkeep →Set-aside
A contract opportunity reserved for certain kinds of businesses, such as small businesses.
Consulting & Strategy →Setback
The minimum distance a building must sit from property lines, set by the zoning code.
Records & Research →Settlement authority
The power to agree to a settlement on behalf of a party.
Litigation Support (Ashmoor Casework) →Settlement breakdown
A summary of how a settlement is divided among fees, costs, liens and the client.
Litigation Support (Ashmoor Casework) →Settlement period
The span of days a driver settlement covers, often one week.
Operations & Back Office →Settlement statement
ES: Estado de liquidaciónA summary of a driver's or carrier's earnings for a period, minus fees and deductions.
Operations & Back Office →Settlement statement (driver)
A statement showing a driver's loads, pay, deductions and net pay for a period.
Operations & Back Office →Short-term rental
Renting a property by the night or week, usually through a platform.
Property Problem-Solving & Upkeep →Single point of failure
One person or system the business cannot run without.
Consulting & Strategy →Single-member LLC
A limited liability company with one owner, by default treated as a disregarded entity for federal income tax.
Business Filings →Sinking fund
Money set aside a little at a time for a known future cost.
Consulting & Strategy →Skip trace
A search for a current address or contact for a hard-to-find person.
Litigation Support (Ashmoor Casework) →Sliding the tandems
Moving the trailer axles forward or back to shift weight between axles.
Dispatch Services →Small claims
A simplified court process for lower-dollar disputes, often handled without an attorney.
Document Services →Snowball method
Paying extra on the smallest balance first, for quick wins.
Consulting & Strategy →Source citation
The document and page, or witness, that supports a fact.
Litigation Support (Ashmoor Casework) →Source document (damages)
The bill, pay stub or receipt that supports a damages figure.
Litigation Support (Ashmoor Casework) →Source document (deadline)
The order, notice, rule or agreement that creates a deadline.
Litigation Support (Ashmoor Casework) →Source document (translation)
The original document in its original language.
Litigation Support (Ashmoor Casework) →Source language
The language a document is written in before translation.
Litigation Support (Ashmoor Casework) →Source value
The yearly revenue from clients who came from one lead source.
Consulting & Strategy →Source verification
Counsel's check that a legal source is current and says what it is cited for.
Litigation Support (Ashmoor Casework) →Special assessment
A charge on property for a specific local improvement, such as a road or drainage project.
Records & Research →Special magistrate
A hearing officer who decides code enforcement cases in many Florida cities and counties.
Records & Research →Spoliation
The loss, destruction or alteration of evidence that should have been kept.
Litigation Support (Ashmoor Casework) →Spot market
ES: Mercado spot (al contado)Freight booked load by load at current market rates, as opposed to contract freight at agreed rates.
Dispatch Services →Stacked coverage
Uninsured motorist coverage that adds the limits for each vehicle on the policy, where elected.
Litigation Support (Ashmoor Casework) →Stamped Schedule 1
The IRS-stamped proof that Form 2290 was filed, needed to register a heavy vehicle.
Operations & Back Office →Standard mileage rate
A per-mile rate set by the IRS each year that can be used to figure the cost of business driving.
Operations & Back Office →Standard operating procedure
Written steps for a task so it is done the same way every time.
Consulting & Strategy →Starting price
The lowest price for a service whose final price varies.
Consulting & Strategy →Statement of capabilities
A one-page summary of a firm's services, experience and identifiers, used in procurement.
Consulting & Strategy →Status report
A short summary of each matter's recent activity and next steps.
Litigation Support (Ashmoor Casework) →Status update
A short message telling a client where their matter stands.
Litigation Support (Ashmoor Casework) →Statute of limitations
The deadline set by law for filing a particular kind of lawsuit. Only an attorney should advise on how it applies.
Litigation Support (Ashmoor Casework) →Steady pay
Paying yourself the same amount on the same days, adjusted on a schedule.
Consulting & Strategy →Submeter
A meter that measures the use of one unit behind a main meter.
Property Problem-Solving & Upkeep →Subpoena
A court-issued order requiring a person to testify or to produce documents.
Litigation Support (Ashmoor Casework) →Subpoena response
Records or documents a third party produces in answer to a subpoena.
Litigation Support (Ashmoor Casework) →Subscription audit
A review of recurring charges to cancel the ones no longer needed.
Operations & Back Office →Sunbiz
The Florida Division of Corporations website, used for business filings and public entity records.
Business Filings →Supplemental production (expert)
New materials sent to an expert after the original set, with their own index.
Litigation Support (Ashmoor Casework) →Supplemental response
An updated discovery response served after new information becomes available.
Litigation Support (Ashmoor Casework) →Supporting records
Receipts, statements and logs that back up the numbers on a tax return.
Document Services →Surety bond (deposits)
A bond some Florida landlords post instead of holding deposits in a separate account.
Property Problem-Solving & Upkeep →Surviving lien
A lien or obligation that can remain attached to a property after a sale.
Records & Research →Suspended vehicle
A vehicle expected to stay under the mileage limit, so no Form 2290 tax is due, though a return is filed.
Operations & Back Office →Sworn statement (crash report)
A statement some requesters sign to get a Florida crash report during its confidential period.
Litigation Support (Ashmoor Casework) →Sync (back office)
Keeping the same lists on every device through online storage.
Technology Setup →Tandem axle
Two axles close together that share a load, such as the drive axles.
Dispatch Services →Target margin
The margin a business needs to cover overhead, taxes and profit.
Consulting & Strategy →Tax deed sale
A county auction of property for unpaid property taxes, run by the clerk of court.
Records & Research →Tax home
The general area of a person's main place of business, used to decide when they are away from home.
Operations & Back Office →Tax period (2290)
July 1 through June 30 for the heavy vehicle use tax.
Operations & Back Office →Taxable gross weight
The weight used for Form 2290: the truck, the heaviest trailer it pulls and the maximum load.
Operations & Back Office →Team driving
ES: Manejo en equipoTwo drivers sharing one truck so it can keep moving while one rests, within hours-of-service rules.
Dispatch Services →Telematics data
GPS and vehicle data sent from a truck or car to a fleet system.
Litigation Support (Ashmoor Casework) →Temporary repairs
Quick fixes, such as tarps or boarding, to prevent more damage after a loss.
Property Problem-Solving & Upkeep →Tenant registration
An association's requirement that owners register tenants before move-in.
Property Problem-Solving & Upkeep →Testimonial
A client's own statement about their experience, shared with permission.
Consulting & Strategy →Testimonial permission
A client's written OK to publish their words, and how to name them.
Consulting & Strategy →Text-searchable PDF
A PDF whose text can be searched and selected, not just an image of a page.
Document Services →Three-day notice
In Florida, a written demand for rent or possession, counting days excluding weekends and legal holidays.
Property Problem-Solving & Upkeep →Tickler
A reminder set ahead of a deadline so work starts in time.
Litigation Support (Ashmoor Casework) →Time-limited demand
A demand that sets a deadline for the insurer to respond.
Litigation Support (Ashmoor Casework) →Tire cost per mile
What tires cost for each mile driven, by position or for the whole truck.
Dispatch Services →Title commitment
A title company's promise to insure title, listing what must be resolved first.
Property Problem-Solving & Upkeep →Title search
A review of public records to trace a property's ownership history and identify recorded claims.
Records & Research →TONU
Truck ordered not used: a fee paid to a carrier when a load is canceled after the truck was dispatched.
Dispatch Services →Top load
A vehicle position on the upper deck of a car carrier, sometimes requested for added protection.
Dispatch Services →Topical summary
A deposition summary that groups testimony by subject rather than by page order.
Litigation Support (Ashmoor Casework) →Total cost of ownership
Every cost of owning something, not only the purchase price.
Consulting & Strategy →Total cost of the deal
Every payment over the life of an agreement, added together.
Operations & Back Office →Total loss
When an insurer decides a vehicle costs more to repair than it is worth.
Litigation Support (Ashmoor Casework) →Tourist development tax
A local tax collected on short stays in many Florida counties.
Property Problem-Solving & Upkeep →Trade name
A name a business uses that differs from its legal name, registered as a fictitious name in Florida.
Business Filings →Transcript delivery date
The date a court reporter promises to deliver a transcript.
Litigation Support (Ashmoor Casework) →Transcript order
A request to the court reporter for a copy of a deposition transcript, with the delivery date.
Litigation Support (Ashmoor Casework) →Translation log
A record of each document sent for translation, with dates and costs.
Litigation Support (Ashmoor Casework) →Translator's certificate
The signed statement attached to a certified translation.
Litigation Support (Ashmoor Casework) →Tread depth
How much tread is left on a tire, measured in 32nds of an inch.
Dispatch Services →Tread gauge
A small tool that measures tire tread depth in 32nds of an inch.
Dispatch Services →Treatment chronology
A running, dated list of a client's medical treatment, kept current as records arrive.
Litigation Support (Ashmoor Casework) →Treatment gap
A period with no recorded medical treatment, often flagged in a chronology.
Litigation Support (Ashmoor Casework) →Treatment timeline
The order and dates of all care received after an injury.
Litigation Support (Ashmoor Casework) →Trial notebook
An organized binder holding everything counsel needs at trial: outlines, exhibits, witness materials and key filings.
Litigation Support (Ashmoor Casework) →Trial subpoena
A subpoena requiring a witness to appear and testify at trial.
Litigation Support (Ashmoor Casework) →Truck posting
A listing of an available truck, its location and dates, for brokers.
Dispatch Services →Trust account
A separate bank account where a firm holds client and settlement money, under strict rules.
Litigation Support (Ashmoor Casework) →Turnaround time
How long a deliverable takes from receipt of materials to delivery.
Consulting & Strategy →Turnover (rental)
The work of preparing a rental unit between one tenant and the next.
Property Problem-Solving & Upkeep →Turnover cost
The total cost of a tenant leaving: vacancy, cleaning, repairs and leasing.
Property Problem-Solving & Upkeep →Turnover time
The days between one tenant leaving and the next moving in.
Property Problem-Solving & Upkeep →Two-minute rule
Doing a task right away if it takes less than two minutes.
Consulting & Strategy →Two-step verification
A second check, such as a code on your phone, when logging in.
Technology Setup →UCC filing
A public notice, filed under the Uniform Commercial Code, that a lender holds a security interest in a debtor's property.
Records & Research →UCR
Unified Carrier Registration: an annual federal registration and fee program for interstate carriers, brokers and related companies.
Business Filings →Umbrella policy
Extra liability coverage above the limits of the underlying policies.
Litigation Support (Ashmoor Casework) →Unauthorized practice of law
Performing services reserved for licensed attorneys, such as giving legal advice or representing others, without a license.
Uncategorized transaction
A transaction not yet assigned to an income or expense category.
Consulting & Strategy →Unified Carrier Registration (UCR)
An annual registration and fee for interstate carriers and some other companies.
Business Filings →Uninsured motorist coverage
Coverage on a person's own policy for injuries caused by a driver with no or too little insurance.
Litigation Support (Ashmoor Casework) →Unsafe structure
A building a local building official has found unsafe, which can lead to orders to repair or demolish.
Records & Research →USDOT number
The identifier FMCSA assigns to companies operating commercial vehicles, used to track safety information.
Business Filings →Useful life
How long an item typically lasts before it must be replaced.
Property Problem-Solving & Upkeep →Utility clause
The part of a lease that says who pays which utilities and how.
Property Problem-Solving & Upkeep →Vacancy cost
Rent lost and costs paid while a unit sits empty.
Property Problem-Solving & Upkeep →Vacant property check
A scheduled visit to an empty home or lot, documented with photos and a written report.
Property Problem-Solving & Upkeep →Variable income
Income that changes from week to week or month to month.
Consulting & Strategy →Vehicle condition report
ES: Reporte de condición del vehículoA record of a vehicle's condition, with photos, made at pickup and again at delivery.
Document Services →Vehicle history report
A report of a used car's past owners, accidents and title events, by VIN.
Consulting & Strategy →Vehicle inspection report
ES: Reporte de inspección del vehículoA record of a vehicle's condition at pickup and delivery, signed by both sides.
Dispatch Services →Vendor list
Everyone the business pays, with terms and tax forms on file.
Consulting & Strategy →Vendor registration
Signing up as a supplier with a government agency or company.
Business Filings →Version (sync)
A number that tells the back office which copy of a list is the newest.
Technology Setup →Version control (files)
Marking drafts and final copies so the right version is used.
Technology Setup →Videographer (legal)
A professional who records a deposition on video for use in the case.
Litigation Support (Ashmoor Casework) →Visit list
Every medical visit by date and provider, taken from the records.
Litigation Support (Ashmoor Casework) →Volume (production)
One numbered set within a larger document production.
Litigation Support (Ashmoor Casework) →W-9
The IRS form a vendor or contractor provides with its legal name and taxpayer identification number.
Operations & Back Office →Wage loss documentation
Pay records and employer letters showing income lost because of an injury.
Litigation Support (Ashmoor Casework) →Walk-around
ES: Inspección alrededor del vehículoA full inspection around a vehicle before loading or unloading.
Dispatch Services →Walk-away terms
What happens to payments made if a driver leaves a lease early.
Dispatch Services →Warning devices
Reflective triangles or other devices set out behind a stopped truck to warn traffic.
Dispatch Services →Warranty period
How long a manufacturer will repair or replace an item.
Consulting & Strategy →Weather hold
Stopping a load to wait out unsafe weather before continuing.
Dispatch Services →Weekly plan (trucking)
A day-by-day plan for each truck's loads, home time and shop time.
Dispatch Services →Weekly review
A short, fixed routine each week to check deadlines, money and next week's plan.
Technology Setup →Welcome packet
Information given to a new tenant at move-in.
Property Problem-Solving & Upkeep →Winter blend diesel
Diesel treated for cold temperatures, sold in colder regions in winter.
Dispatch Services →Winter operations
Planning, equipment and routing changes for cold-weather months.
Dispatch Services →Witness binder
The exhibits and prior testimony counsel expects to use with one witness.
Litigation Support (Ashmoor Casework) →Witness fee
A payment set by law for a subpoenaed witness's attendance.
Litigation Support (Ashmoor Casework) →Witness list
A list of the people a party expects to call to testify.
Litigation Support (Ashmoor Casework) →Work product
Materials prepared in anticipation of litigation, which may be protected from discovery.
Litigation Support (Ashmoor Casework) →Worker classification
Deciding whether a worker is an employee or an independent contractor.
Consulting & Strategy →Working copy
A copy of an original file used for review or editing, so the original stays unchanged.
Litigation Support (Ashmoor Casework) →Working translation
An informal translation used by the team to understand a document.
Litigation Support (Ashmoor Casework) →Working weeks
The weeks in a year a truck actually runs, after home time and shop time.
Dispatch Services →Write-off (adjustment)
The part of a medical bill reduced by contract or insurance and not owed.
Litigation Support (Ashmoor Casework) →Written follow-up
A text or email confirming what was said in a call or visit.
Property Problem-Solving & Upkeep →Written scope
A document describing the work, price and terms agreed with a client.
Consulting & Strategy →Year at a glance
A month-by-month view of money in and money out for the year.
Technology Setup →Year-end package
The organized set of income, expense and business records given to a CPA to prepare a return.
Operations & Back Office →Year-end tax planning
Reviewing income and expenses before December 31 to decide timing with a CPA.
Operations & Back Office →Zero-based budget
A budget where every dollar of income is given a job.
Consulting & Strategy →Zoning
Local rules governing how land in a given area may be used and built on.
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