Matter Status
The stage a client gets moved to once we take their info. and they are waiting to hear from an attorney
Consult Scheduled
Tony is a homeowner in Tampa, FL having an issue with his contractor.
Refer Out
Michael is forming a new company and needs agreements drawn up between him and his future customers
Contract Review/Drafting
The button you click to add a new matter
Quick intake
The name of the billing system CCL currently uses
TimeSolv
The stage a client gets moved to once they have signed their Engagement Letter and paid the retainer
Hired
Sandra's husband owns Lego's Pools and hasn't been paid by one of their customers in over 30 days. She thinks they are owed $4k.
Set up for a consultation
Alejandro Painting and Drywall need to talk to an attorney about non payment issue. They did work for a homeowner and are owed $13k.
Liens/Demand Letters
The email template CCL uses when we cannot help a client...
Attorney Refer Out
What happens when someone calls CCL at 8pm on a Monday.
Our answering service MoneyPenny will take their message
The stage a client gets moved to if we can't help the lead and we don't have anyone to refer them to
Reject Client
Oliver is a homeowner in Oregon having a dispute with his contractor. Says he paid $1M to have a house built and is running into lots of issues.
Trick question -- Ask the attorney first. If they say we can help, then set up.
Cody has a GC license and is wanting to qualify another company but needs an agreement drawn up
Qualifier Agreement
The necessary information to capture from a lead we need to refer out
Name, location, email address, brief description, lead source
The Spanish speaking employees at CCL
Jacqueline, Vanessa, Danielle (a little)
The stage a lead gets moved to when they attorney says "They told me they want to think about it and will get back to me next week"
Follow-up post consultation
Susie just opened a nail salon and the builder, Falcon Construction, is taking longer than expected.
Refer out - Conflict and essentially a homeowner
Greg is working on a military project and wants to hire an attorney to guide him through the project in case of any hiccups.
Federal
When you call a lead and they don't answer and have a full voicemail, you can..
Send a web form (and add to drip)
The notaries at CCL
Laura, Vanessa, John Brock, Michael Ozborn
The stage someone gets moved to if we had a consultation with them 6 months ago and we still haven't heard back from them
AWOL
Rusty from Rusty Contracting is doing a federal project in Oklahoma. They've run into an issue while bidding on the job and want to speak with an attorney on their next steps.
Bradley Roofing wants to talk to an attorney because he recently hired an employee who is in a wheelchair and wants to make sure his office is compliant with the laws.
ADA
The necessary information we need to capture to set up a consultation
Client name, company, email, phone, location, lead source, description, adverse parties, availability for a call
When a client calls in about a dispute with their invoice, you can tell them the best way to get in touch with our accounting department is....
via email at Accounting@CotneyCL.com