What is the B1 referrals email address?
referrals@rmemail.com
What must be uploaded for new traffic intakes?
Full citation (front and back) must be uploaded
When does a member qualify for B3 litigation benefits?
Only when member has been sued and served
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
Name two areas of law that require PRI process.
Family Law, Employment, Workers comp, Education
What status are most B1 intakes set to?
Ready to Pick-Up (RTP)
Who should never be emailed directly in traffic cases?
Attorney Jeff Mix
What two documents must the member upload?
Citation and Petition
Who are the Will attorneys?
Chris Payblas and Ali Sohani
What email should be used for PRI issues?
pri@rmemail.com
What kind of consultations do B1 benefits cover?
Unlimited phone consultations on personal legal issues, including out-of-state referrals at no cost.
What is the intake status if intake is not referred but traffic-related?
In Progress
Where do you document advising the member to upload?
Notes section in Adonis
What should be done when a Will complaint is received?
Note concerns, send email to Will Dept
Who should never be emailed directly in family law?
Attorney Jim Robbins
What should you never do with a referred B1 intake?
Do not reclaim/change assignee
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
What happens if citation and petition are not found?
Intake is closed
What to do if a member wants to make changes to their existing will?
Verify intake, ask for written changes
What makes a Small Business intake different?
Membership listed under a business, not personal name
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
What happens if both sides of the citation contain info?
Upload both sides of the citation
What is the first question to ask in a B3 intake?
Do you have the citation and petition?
How many years before we need a new will q?
5 years
Can we change the status if an intake has not been referred but is family law?
Yes, AFTER conflicts check has been done