Legal Matter
I want to speak to an attorney about creating a contract to sell my house.
Litigation
PC's daughter filed for conservatorship of her without her knowledge and PC wants to get the conservatorship removed.
Guardianship and Conservatorship
What do we use to send a message to an admin?
What is Chatter
The zoom disposition we use when the final status of the call is that a conflict check must be cleared.
What is a conflict check?
QA goal for the month.
What is 100%?
I want to sue my landlord.
Landlord-tenant
PC used the community pool as his personal restroom. The HOA wants him banned.
HOA Matters
The potential matter stage selected when the PC does not want to work with R&H.
What is Non-Retention
Required to ask the PC for a conflict check?
First and last name, email, and phone number.
Where to submit a time off request?
Paylocity
PC needs help with taxes for his business.
Refer out
PC wants to get a paternity test to find out if he is the biological father of a child he's been caring for.
Pre-Decree/ APR
We just got a call from a PC who wants an update from their legal team. After chattering the legal team, what is your next step?
What is log your call?
If you find a possible conflict, the next step.
What is message Conflict check aprroval chat?
What legal matter type(s) will we work for on a contingency bases?
Personal Injury
PC needs help amending her sister's will. Her sister is in hospice and is unable to attend the consultation.
Probate
PC wants to purchase some legal templates for short term rentals
Real Estate Transactional
The tab that starts the potential client intake process.
What is Prospect tab?
The person conflict checks are submitted to.
Who is Dan Chandler?
Introduction to R&H, explaining the agent role, informing how long the process will take, determining the legal matter, doing the consultation pitch, offering the no, and closing the call.
What is the Upfront Contract/Call Flow
PC has discovered black mold in their apartment and has been suffering the effects for 6 mos. There has been no contact or resolution from the leasing office.
Personal Injury
PC is facing tax evasion for not filing taxes in 2020.
All Other Criminal Defense
Who do we chatter when a consultation is cancelled?
Amanda, the attorney, the admin, the VR admin
How many potential names should we look up?
Name: Mary Mack Macintosh-Honeycrisp
3
Mary Mack
Mary Macintosh
Mary Honeycrisp
How do you create a new PC page for a previous PC/client?