Status
Email
Conflict
Assignee
Referral
100

Mbr is opening a new child custody intake.

New

100

NEW INTAKE: Mbr has a new Family Law issue?

Send to PRI@rmemail.com

100

NEW INTAKE: Mbr wants to file for divorce

Conflict check required: Grey

100

Mbr wants an atty who speaks Spanish

Assignee - SPANISH CALL

100

Mbr wants to speak with in-house atty after retaining a B5.

Mbr must withdraw from retained B5 first

200

Mbr calls back on an intake currently assigned to Atty Kennedy, What is the status to be set?

In Progress 

200

Mbr is calling back after talking to Atty Rick Eanes.

Attempt to transfer to Ella G > Send email to corporate@rmemail.com if not avail.

200

New intake for lease contract review 

No conflict check required: Purple

200

Mbr has criminal charges pending and need help

Assignee - Julya Billhymer

200

Mbr did not retain B5 and wants in-house help.

Reclaim intake. Assign to previous atty. Status: RTP. Email previous atty & B1 Admins

300

Mbr is returning a call from the Will Dept: What is the procedure/status 

Attempt to transfer to Wills Queue >

Send email if not available, Status = In progress

 

300

Mbr needs a Will Q

Direct to website and if they need a copy in their email Send to willdepartment@rmemail.com

300

Mbr wants full custody of child from ex, Carlos Ramirez

Conflict check required: Grey

300

Mbr has a referred traffic intake.

Assignee - Jeff Mix

300

Mbr needs a new referral because original B5 isn’t responding.

Reclaim intake. Status: To Be Referred. Assignee: Rework Referral. Email: b5referrals@rmemail.com

400

Mbr has been sued and needs help responding: Status & assignee?

B3 civil lit, In progress

400

Mbr has not heard from a referred B5 atty and wants a new one.

Send to referral coordinator + b5referrals@rmemail.com

400

Mbr wants help because their neighbor put a fence on their property line.

No conflict check required: Purple

400

Mbr requesting a new referral.

Assignee - REWORK REFERRAL
400

Mbr is B5 exhausted but wants a new referral attorney

They have used up all their benefits, we will request a call back from B5.

500

Mbr wants to reopen a closed intake assigned with Jeff Mix: What is the status?

In progress

500

Mbr is a National Plan Member with a new intake.

Send to b1admins@rmemail.com

500

Which 4 needs to have a conflicts check: Grey?

- Employment

- Education

- Family 

- Workers Comp

500

Mbr has a new intake under small biz acct

Assignee - Small Biz

500

Mbr wants to keep their B5 referral but also open a new intake on the same issue with in-house.

Not allowed. Mbr must formally withdraw from the B5 atty before intake can be reclaimed.

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