Before the Call
During the call
After the Call
After the Call
100

Pages you should log in to Before your call

Engage, Litify, and could also be Drive

100

Yes or No questions

EQ

100

It is IMPERATIVE that we do this step to make sure English speakers can understand our Questionnaire.

Grammar and Spelling check

100

Once all interviews are done we should enter a key date, where can you find this?

Details tab at the bottom

200
You should send this 30 minutes before your call

Text Message reminder

200

Having this document open will help you through your call if the CL has questions

FAQ

200

Even when we do not finish our interview we should make sure to follow this step in case extra time in scheduled with someone else:

Uploading documents

200

If during the interview the Cl mentioned something different than consult we should

Edit the Consult Notes

300
This document will guide you so you can get a good score on the Greeting and closing parameter on QA 

Interviewers Script

300

What should we do if our client has multiple LTs 

Copy and paste the abbreviated LT questionnaire on our Full T visa questionnaire.

300

We should check if one of these 2 documents is on the Cl's file before knowing what stage we should move it to

FBI or Accurint
300

Should be set to "complete"

Task

400

At least 3 things you should check before the call to get to know your client

- Consult notes 

- Post Consult notes 

- FBI 

- Affidavits

-Chatter 

- Details section 

- Post Consult Form

-Other Docs 

400

STT timeline should always include (mention at least 3 things)

Places, means of transportation, length of stay in each place, if any labor was performed, where the coyotes were met, and where the client was liberated.

400

Will be used to let the team know we are done with our Interview, and summarising any situations we might have encountered

Chatter

400

Make you move your case to the next....

Stage

500
You should set it as "In Progress"

Litify task

500
As you know our answers should not be yes and no. To provide correct context our responses should answer to which questions?

what, who, how, when, where, and why

500
Should be left after our chatter, to make sure there is record on life that we have performed the interview without having to go through the chatters  

Litify Note

500

Should be added to the case to make sure we do not have any conflict of interest:

Company and abuser's names

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