Scheduling by Practice Area
Intake Manual
Intake Checklist
Glossary of Terms and Definitions
100

Scheduling a Lemon Law consultation

Who is Kevin Jaros?

100

PJI Law's Core Values

What is Professionalism, Excellence, and Integrity?  

100

The form you submit that captures the PNC's information during the intake call

What is the Phone Intake Form?

100

Someone who has been appointed by the court to manage the estate of someone who has passed without making a will.

What is an Administrator?

200

Scheduling a Personal Injury Consultation

Who is Andy/ Andrew Suddarth?

200

PJI Law's Vision

What is elevating the standard for legal services everywhere we go?

200

Name the 6 headings included in the calendar entry for a consultation

What is the Type of Event, Assigned IS, Fee Structure, Referral Source, Area of Law, and Matter Description? 

200

Name the 3 requirements for Defamation

What is (1) A false statement of fact (2) Published or communicated to a third party (3) Causing injury to the reputation of the subject of the statement 

300

Scheduling an Estate Planning Consultation 

Who is Robert, Justine, Sami, or Laura? 

300

PJI Law's Mission

What is ensuring that every person calling on us for help walks away with more peace of mind, a brighter future, and a bigger smile? 

300

The preferred form for an Intake Specialist to use when helping a potential new client reschedule 

What is the Meeting Form
300

Funds remaining after a mortgage is paid through the final judgment of a foreclosure auction. The funds are the direct result of third-party bidders engaging in a bidding war for the property, resulting in a final bid that exceeds the judgment amount. 

What is Foreclosure Surplus

400

Scheduling an Estate Administration consultation in Richmond

Who is Katie, Adam, or Elizabeth?

400

4 Practice Areas we can assist with if the jurisdiction is Maryland

What is estate planning, deeds, business transactions, and uncontested probate/ estate administration? 

400

The rescheduling fee for a paid consultation

What is $25? 
400

Automatic legal protection upon creating original work such as music, art, software and other creative work. It provides the creator with exclusive rights to reproduce, distribute, perform or display the work. 

What is Copyright? 

500

Scheduling a Defamation Consultation 

Who is Heba, Grace, Adam L., Will or Bret?

500

PJI's trusted Identity Theft Referral

Who is the Consumer Litigation Associates? 

500

The firm email address where you announce a new client

What is team@pjilaw.com

500

A legal right that allows a person, other than the property owner, to use a specific portion of the property for a particular purpose. It can be granted to allow access to a neighboring property, allowing utilities to pass through, or providing a right of way for transportation. It can be created by prescription, long-term use, necessity or by agreement between the property owner and other party.

What is an Easement

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