B1
B2
B3
Wills
Other
100

What is the B1 referrals email address?

referrals@rmemail.com

100

What must be uploaded for new traffic intakes?

Full citation (front and back) must be uploaded

100

When does a member qualify for B3 litigation benefits?

Only when member has been sued and served

100

What happens if the member does not want to complete Will Q online?

Offer to email or mail a hard copy of the Will Q

100

Name two areas of law that require PRI process.

Family Law, Employment, Workers comp, Education

200

What status are most B1 intakes set to?

Ready to Pick-Up (RTP)

200

Who should never be emailed directly in traffic cases?

Attorney Jeff Mix

200

What two documents must the member upload?

 Citation and Petition

200

Who are the Will attorneys?

Chris Payblas and Ali Sohani

200

What email should be used for PRI issues?

 pri@rmemail.com

300

What kind of consultations do B1 benefits cover?

Unlimited phone consultations on personal legal issues, including out-of-state referrals at no cost.

300

What is the intake status if intake is not referred but traffic-related?

 In Progress

300

Where do you document advising the member to upload?

Notes section in Adonis

300

 What should be done when a Will complaint is received?

Note concerns, send email to Will Dept

300

Who should never be emailed directly in family law?

Attorney Jim Robbins

400

What should you never do with a referred B1 intake?

Do not reclaim/change assignee

400

What to do if member wants a new attorney but intake was referred to Jeff Mix?

Do not reclaim; note in file and email Traffic Dept

400

What happens if citation and petition are not found?

 Intake is closed

400

What to do if a member wants to make changes to their existing will?

Verify intake, ask for written changes

400

What makes a Small Business intake different?

Membership listed under a business, not personal name

500

Why is it important to email referrals@rmemail.com for B1 referrals?

Because no one will be notified of Lawyer Connect notes if not emailed

500

What happens if both sides of the citation contain info?

Upload both sides of the citation

500

What is the first question to ask in a B3 intake?

Do you have the citation and petition?

500

How many years before we need a new will q?

5 years

500

Can we change the status if an intake has not been referred but is family law?

Yes, AFTER conflicts check has been done