💫Initial Offer Process💫
This image is snipped and pasted into attorney approval emails.
The Offer Box!
The OC made a phone call, how do they prove it?
Attachment to Note
or
Screenshot input into note.
What is the one thing every OC has to create?
A task!
Billy Joel Received Billy Jean's Documents when the OC was working the offer tab, would this mean the correct client received the correct documents?
Within what period of the OC pulling the case should the offer tab be worked?
4 hours, unless notated.
What are the two documents attached to the attorney approval email?
The stipulation and settlement letter!
What does not need to be included in the emails to the Opposing Counsel?
Document title/name.
Cover pages should be removed prior to what?
Sending to the client.
Within 4 business hours, what should be sent to the attorney for review?
The settlement documents!
The documents be what before sending to the Client?
Approved!
How many days does the OC have to respond to attorney requests?
Two days!
All documents are uploaded, except this one?
Client Copy of the stipulation.
When the Offer Tab is closed, what are we looking for?
Attorney closure email.
Closure task for CM.
Notation that either CM or Attorney are already aware of closure.
The OC only send one of the required documents to the Client, would this receive a Yes grade?
No.
With SIF letters, what is a required step before requesting for legal documents?
Attorney Review!
The email should be sent as what for attorney approval?
High Priority!
The Settlement Letter and Stipulation is included in what email post approval?
The Client email!
The OC received signature at 3:32 p.m. on 8/18/26 and sent the signed document to the Opposing Counsel on 8/20/26 at 3:31 p.m. Is this within timeframe?
Yes!
The attorney reviewed the SIF on Thursday at 1 p.m., but the OC notated they are out of office on Friday. The supervisor changes the approval status on Friday at 2 p.m. What grade does the OC receive?
N/A.
The attorney approved the stipulation and settlement letter on Wednesday at 9 a.m. The OC changed changed the status on Thursday at 9:10 a.m. Is this within one business day?
Yes, with grace.
What self-input information has to be included in the attorney approval emails?
Subject line
Case name
Court name
Case number
Client ID - Lawsuit Name
The OC needs Client notarization. Where do they email from?
Client Support.
The Case Caption names the Defendant as "John Dean Bartholomew Lucy Henry the 3rd aka John D.B.L Henry." How would the OC list the Defendant in the TO section to the Settlement Letter?
John Dean Bartholomew Lucy Henry the 3rd
Attorney approved on Friday at 5:55 p.m. The OC sends for signature on Tuesday at 5:29 p.m. Is this within 2 business days, true or false?
True!
The OC received received approval for the Settlement Letter and stipulation. Then, after approval, the OC received a signed version of the stipulation and drafted a new Settlement Letter and sent it directly to the Client. Should the new Settlement Letter been approved before sending?
Yes!