Documentation
Name of Note template to collect client information?
CL Corrections Note
What 2 teams can make Corrections?
Attorney's
Dec+Form Rev
Does a Client need to have a interpreter present if they cannot understand English?
Yes
If a client insists on having an in person wet sig appointment, what tool do we use to schedule that?
Calendly
What team is responsible for making detailed notes when a Client comes in for Corrections?
IOC/CSC
What 4 Things are critical to collect from client when documenting Errors
Page #
Paragraph #
Form#
Detailed notes of what's wrong
What part of the Matter do we document Client errors?
Notes
Does the Firm have interpreter that work within the firm?
No
Can anyone in the Firm interpret for a Client?
No
Who do we collect error information from?
Clients
What must you do to the CL signed Packet? task?
N/A task
In the Note, what 2 parts of the Clients packets are we focused on Correcting?
Declarations
Forms
Can a Child Younger than 14 be an interpreter?
Child must be over 14
What handles Signed packets that come back from Clients?
Legal Clerks
If a Clients name is completing wrong( needs a whole different name) who makes that correction?
Attorney's
What is the Name of the Taskset you must launch?
CL Correction Requested
What are the 5 Typo's Dec+Forms team can fix?
Name
DOB
Address
Relative POB
Employment info
Can a Family member that is a part of the case such as a PA be the interpreter?
No a PA cannot be the interpreter
If a Client has the old Wet sig process used on their packet, what do the colors represent?
Red- Client
Blue- Derivative
Green- Interpreter
Yellow- Son/Daughter aged 14
What 2 other teams help make corrections?
Declarations
Application Specialists
What Picklist item name do we use, when Dec and Forms can make a correction?
Fix, then Dec+Form Rev
Can you name the 10 types of Corrections Attorney's must do?
Name Changes
Address Changes
Marriage date typos/changes
Divorce date typos/changes
Entry date changes/additions
Crimes/charges changes
Arrest date changes or additions
Abuse/mistreatment facts section
Deportation/removal changes
Security question yes/no changes
Does a Client need to have a copy of their full case when using an approved Interpreter?
Yes, it is required by the interpreter
Do we have a script available if a Client is upset about the interpreter process?
Yes, must be used to explain the "why's" to the client
Can you translate something in the clients packet for them?
no, they must have an interrupter