Doc upload
What do you type in the website search bar for a GAL?
GAL
What should members watch for after submission?
A demand letter from the attorney in their legal shield portal app or email
What do you type in the search bar for CAL?
CAL
What is the default status for new Employment, Workers Comp, Education, or Family Law intakes?
New
What section on the home page must you find?
“Texas Law: A Better Understanding”
Which image do you click for the correct form?
The second image titled “General Auth Letter” (usually 8th)
What is the standard wait time for documents to be processed?
24–26 hours
Which image and number option is the CAL form?
7th option – hands, pen, and document
What status is used when a member calls back an attorney?
RTPU
Out of the two white boxes: Which box do you click to upload LegalShield docs?
The right box – “Upload all LegalShield docs here”
How much is the certified mail fee?
$15
How will the member be contacted after you escalate a delay in documents?
via message or email
Intake number is optional when uploading docs
False – Intake # is required
What status do you use for an attorney-approved draft letter?
In progress
How many legal matter options for docs does the member choose from?
4
What should you explain about uploading docs in the GAL form?
Do not attach documents — it causes an error
Should you change the intake status when contacting Docs Dept?
No
The PayPal link in the form accepts debit/credit cards even with out an account
True
What status should you select if the intake is B5 exhausted and the member requests a call back from an in-house attorney?
To Be Referred
What must you always provide the member to include on the form?
Their Intake #
How should members pay the $15 fee?
Using the blue PayPal link (sign in or use “Pay with Debit/Credit”)
If a member calls saying their documents were sent over 24 hours ago but there's no update, what are the three specific things you must do?
Let the member know you'll notify the Documents Department
Tell them they’ll be contacted via message or email
Assign the intake to the Documents Department and leave the status as-is
What is a CAL?
Collection Auth Letter: When members are wanting to send a collection letter
What status is used when a member missed an appointment and attorney is not available?
RTPU