Preparing and sending pdf package to Client
After sending the initial email to the client, how many attempts should be made when trying to contact the customer for the first time within 24 hours?
3 attempts
What must you do if the client cannot be reached?
send an SMS using one of the approved SMS templates.
What status should you place the task "DEC & FORMS REVIEW COMPLETED" when your case requires pending edits
Pending Edits/Upadtes
What would be the next stage and person to tag on the chatter if you already swapped the forms, but there were edits on the case?
Stage: Attorney Sign off
Tag: Principal Attorney, the Case Manager and your Supervisor
What is Pame´s zodiac sign?
aquarium
What is the only form we have where the client and the interpreter should sign the same page?
Form I-485
What is the main reason for our calls?
Obtain client approval on the sent documents and signatures
If the client is requesting the following edits:
1. we should add in the "Hope and Dreams for the Future" section that he also intends to pursue a bachelor's degree.
2. He requests that we change the first paragraph to say that he doesn't have a brother; he actually has a sister.
Would you handle this as minor edits, major edits, or one as minor and the other as major?
Both should be handled as a minor edit
How old must a derivative be to be eligible to sign his forms?
At least 14 years old.
Who is the oldest on the team?
Felix Farachala
Name 3 forms where we need to make sure the name of the interpreter or preparer or both is added before sending the initial email?
Form I-914 (interpreter)
Form I-914 SuppA (interpreter)
Form I-765 (interpreter and preparer)
Form I-485 (interpreter)
.......
Following what is instructed on our SOP, what should you do if a client is only available outside your shift hours?
Inform your supervisor promptly so the call can be reassigned to an available agent.
What are the steps when facing a client who is asking for major edits?
1. Add comments directly in the document to mark the sections where edits are requested.
2. Add the task set “Major Edits” and update its status to “Assigned”.
3. Assign the task to the Principal Attorney handling the case.
4. Ideally, notify the attorney via chatter
What is the acceptable current edition of the form G-28?
09/17/18 or 05/23/18
who is the youngest on the team?
Angel Arauz
What documents should be included on the attorney draft for CL Review if:
Case title: A-LOPEZ OROZCO, Osbeli Francisco (APPROVED) (S) (VA) is adding: VELAZQUEZ FUENTES, Margarita Edelmira (T2) (T2 is CONSULAR PROCESS) Team N
Case type: T-VISA DERIVAT
We should have the following documents:
T1 G-28 (1)
T2 G-28 (2)
T2 I-914 SuppA
T2 Declaration
Based on the information from our SOP, What advice would you give to a client who tells you on a call that they want to request edits that involve adding additional information?
"Entiendo su punto, (Cliente). Sin embargo, de acuerdo con lo que nos dice la abogada, agregar información adicional diferente a los datos ya mencionados podría retrasar su caso. La abogada tendría que reevaluar toda la información, y lo más importante ahora es enviar su caso lo más rápido posible para protegerlo. La abogada ha estructurado el caso de manera que le beneficie a usted, y si no incluyó ciertos eventos, es posible que no sean relevantes ni tengan trascendencia legal.
Le recuerdo que en el futuro, como parte de la estrategia de la abogada, se realizará una Evaluación Psicológica. En esa etapa, estos datos adicionales podrán ser incluidos, y si recuerda algo más, también podremos agregarlo. Por ahora, la abogada nos pide asegurarnos de que todo esté correcto y sea verdadero. ¿Ha notado algún error en su declaración?""
What would you do if a client is asking you to update his address since he noticed that we added "cannot diclosed" where it should have his current address?
Explain to the client, following the SOP script, that there is certain information that the attorney and her legal team may decide not to add because it is not legally relevant and for their protection.
Name the 5 Image Requirements we have listed on our SOP:
Image Quality
Full Page Visibility
Barcode Clarity
Clean Presentation
Document Alignment
Who on the team studied Ciencias del Lenguaje con acentuación en Traducción?
Berenice Ruiz
What documents should be included on the attorney draft for CL Review if:
Case title: A - INTERIANO LEMUZ, Maria Zuleyma & ARGUETA AYALA, Marlon Edenilson (T2) (Out of the State - VA)(S) (AOS DEADLINE 3/29/2026)
Case type: AOS
We should have the following documents:
T1 G-28 (2)
T1 I-485
T1 I-131
T1 I-765
T1 Affidavit
T2 G-28 (2)
T2 I-485
T2 I-131
T2 I-765
What are the additional identifying elements that can be used to verify a client?
Client´s Registered Address
Client´s Registered Date of Birth
Client´s Registered Email Address
Client´s registered Phone Number
What would you do if a client has 4 children and mentions that only 3 of their children are listed on the form I-914 Part 5 and wants to add the missing child?
First, review the Addendum section of the form. Since we only have space available for three children on the form, the fourth child will most likely be listed in the addendum.
1. Markers or thick pens
2. No Light signatures
3. No missmatched signatures
4. No digital signatures
Who is currently our manager in charge?
Ruth Contreras