Sweeney Merrigan
Where is the firm Located?
Boston, MA
If you qualify a lead, how many days should you call it afterwards?
Until the RA is resolved
What is the 1st step in the Escalation Process?
Read the room
When multiple individuals may have claims arising from the same event or incident, we ___.
Create Companion
What disposition do you choose if there is only background noise with no clear engagement?
Dead air
If an SA call is for PL what type of case(s) should you choose?
Negligent Security / GI
If you have a follow-up call with a lead someone else qualified should you automatically resend the ra?
No
What is the 2nd step in the escalation Process?
Deliver the Transition
This restarts the qualification process for a previously declined or closed intake.
Rescreen
Use this disposition when the correct number is reached, but the intended recipient is currently unavailable.
Wrong Person
What should you do if you've opted out of this case type but receive these calls?
Create a ticket
If someone signs your newly qualified RA on the same day when you aren't working, does it affect your conversion rate?
No
What is the third step in the escalation process
Ping the escalation channel
This feature bypasses consultation completion requirements and generates client paperwork.
Override Consultation
You should only use this disposition as a last resort if a more applicable disposition cannot be found
Other
Who are our SM Attorneys?
Korey & Jessie
If their is an issue with opening and signing the RA, and all toubleshooting has been done, what do you do?
Get A TL for Docusign
What is the 4th step in the Escalation Process.
If no one answers the escalation line, scb and alert an atty or sup.
Authorized users can use the rescreen tab as long as the intake is less than ___ days old.
30
Use this disposition when you answer a lead's inbound questions via text message.
Answered Questions
If the lead qualifies but the PC wants to speak to an attorney, what do you do?
Transfer the caller to (617) 841-7694
If the PC objects to signing even after offering rebuttals, what do you do?
Follow the Supervisor Escalation Process
What hours is this process in effect?
9 am - 5 pm
This updates the role of individuals associated with the intake record.
Edit Party Roles
Use this disposition when you send an email because our next step as a firm depends on the lead completing an action
Requested Lead Action