Salesforce
The four pieces of client information we must confirm on every phone call
Address, E-mail, Phone Number, Company Name
A leatherette, zipper-bound binder containing a company seal, and stock or member certificates
Corporate Compliance Kit
This can be found in the upper right-hand corner of the screen when viewing an order
Order number & line number
These are used to locate all orders assigned to a CSR
MAX Initials
CSR's use this tool to research how an order was placed
Order Inquiry
This is the e-mail address all client communication from Outlook should be forwarded to
Service.Team@incorporate.com
When serving as a Registered Agent, we are responsible for receiving this
Service of Process (SOP)
This date indicates that the filing has been submitted to the Secretary of State
Date to Corr
The document format in which forms are saved and uploaded
This tool is used to place a new order under an existing account
Customer Search
After a case has been created, you can create a billing Service Request by clicking this button
'Insert Signature'
Companies may use this alternate name to advertise or cash checks under
DBA
This person is responsible for prepping the docs that will be submitted to the Secretary of State
Coordinator
This is the format in which original forms are saved and uploaded to the worklist
Order Number - Line Number - COPY
CSR's use this tool to research payments made on an account
Payment Inquiry
This built in system delegates work to the team
Omni-Channel
To change the Domestic jurisdiction of a company
Domestication
When the Expected Date is missing from a line, you must press this function and enter into this screen
Also viewable in MAX, this report can be found in Transactional Worklist as well
Results Report
In the Deluxe Payment tool, you must be on this tab to take payment on a Closed For Nonpayment Invoice
'Other'
These two things must be linked to a case before it can be closed
Account & Contact
The process of certifying the authenticity of a document for use in a foreign country that is not partied to the Hague Convention
Legalization
These are the MAX initials of our Business License team
BL1
When following up on a Corporate Kit, we change the Expected Date to match this line
Formation line
In the Invoice Inquiry Tool, you can research invoices by using one, or both of these things
Invoice Number or Account Number