B1 – General Consultation
How many consultations is a member entitled to?
As many as they want (as long as they have OP info and a real legal issue).
Traffic ticket → AOL?
Traffic
Member sued → benefit?
B3
Member wants outside attorney → benefit?
B5
Employment issue → category?
PRI
Most B1 intakes → status?
RTPU
Traffic matters → status?
In Progress
B3 → status and assignee?
In Progress and B3 Litigation
B5 → status? (You will not use this status)
To Be Referred
PRI → status?
New
Does B1 usually require an email?
Yes. Callbacks result in emails to the attorney.
Traffic email goes to?
traffic@rmemail.com
B3 email goes to?
B5 email goes to?
B5 Referrals
PRI email goes to?
PRI
Member wants general advice about landlord issue
What is the AOL and Status?
AOL: Landlord Tenant
Status: RTPU
Who handles traffic matters?
Who handles traffic matters?
What must you document for B3?
WHO is suing, WHEN served, response date
What is the purpose of a B5 referral?
To connect the member with an outside attorney at a discounted rate
Should you clear conflicts on PRI?
Member already referred to another state provider but hasn’t heard back
👉 Do NOT change status
👉 Email: referrals@rmemail.com
👉 Notes: member hasn’t been contacted
Member got speeding ticket and court date
What is the AOL and Status? What should your notes look like? Do we send an email, if so, where?
👉 AOL: Traffic
👉 Status: In Progress
👉 Email: traffic@rmemail.com
👉 Notes: include citation details and advise member to upload the citation
Member served lawsuit yesterday
What is the AOL, Assignee, and Status?
👉 AOL: Civil Litigation
👉 Status: In Progress
👉 Assignee: B3 Lit
Member asks for a referral to an outside attorney
What is the intake specialist’s role?
👉 Document the request in notes
👉 Keep intake accurate
👉 DO NOT handle or assign the referral themselves
👉 The attorney/referral team will handle the referral
Member calls about wrongful termination (employment)
What is the AOL, Status, and Assignee?
AOL: Employment
Status: New
Assignee: Blank