Intakes
Where do you find an existing intake?
Intake tab in member profile
What status does a new will intake go in?
In progress
Do new intakes get appointments scheduled?
False, we want to wait until they have had an initial call attempt made
What is the opener and closer for each intake call?
Thank you for calling Ross and Matthews
What status do criminal intakes get placed on?
To be referred
Employment is a Public Relations Issue (PRI) and the conflict cleared toggle does not get selected.
True
What information goes in the 'Legal Matter' box when creating an intake
Area of Law and Other Party information
What area of law stays in the New status
Traffic
The documents department process family law documents.
False, the family law department process their own documents.
Can a different person other than the account holder create an intake for a member?
Yes, but the attorney is only able to consult with the primary member unless the member gives verbal authorization to us.
What area of law requires the citation and petition?
Civil Litigation
A member with a Legal Family Plan can open an intake for a rental property.
False, the membership must include a home business supplement before we can provide a consultation.