Status
Mbr is opening a new child custody intake.
New
NEW INTAKE: Mbr has a new Family Law issue?
Send to PRI@rmemail.com
NEW INTAKE: Mbr wants to file for divorce
Conflict check required: Grey (Yes)
Mbr wants an atty who speaks Spanish
Assignee - SPANISH CALL
Mbr wants to speak with in-house atty after retaining a B5.
Mbr must withdraw from retained B5 first
Mbr calls back on an intake currently assigned to Atty Kennedy, What is the status to be set?
RTPU
Mbr is calling back after talking to Atty Rick Eanes.
Send to corporate@rmemail.com
New intake for lease contract review
No conflict check required: Purple
Mbr has criminal charges pending.
Assignee - Julya Billhymer
Mbr did not retain B5 and wants in-house help.
Reclaim intake. Assign to previous atty. Status: RTP. Email previous atty & B1 Admins
Mbr is returning a call from the Will Dept: What is the procedure/status
Send a msg in the OPS chat @ the Wills clerk, In progress
Send email if the wills clerk is not available, In progress
Mbr needs a Will Q
Send to willdepartment@rmemail.com
Mbr wants full custody of child from ex, Carlos Ramirez
Conflict check required: Grey (Yes)
Mbr has a referred traffic intake.
Assignee - Jeff Mix
Mbr needs a new referral because original B5 isn’t responding.
Status: To Be Referred. Assignee: Rework Referral. Email: b5referrals@rmemail.com
Mbr has been sued and needs help responding: Status & assignee?
B3 civil lit, In progress
Mbr has not heard from a referred B5 atty and wants a new one.
Send to referral coordinator + b5referrals@rmemail.com
Mbr wants help reviewing lease agreement.
No conflict check required: Purple
Mbr requesting a new referral.
Mbr is B5 exhausted but wants a new referral attorney
They have used up all their benefits, we will request a call back from B5.
Mbr wants to reopen a closed intake assigned with Jeff Mix: What is the status?
In progress
Mbr is a National Plan Member with a new intake.
Send to b1admins@rmemail.com
Which 4 needs to have a conflicts check: Grey?
- Employment
- Education
- Family
- Workers Comp
Mbr has a new intake under small biz acct
Assignee - Small Biz
Mbr wants to keep their B5 referral but also open a new intake on the same issue with in-house.
Not allowed. Mbr must formally withdraw from the B5 atty before intake can be reclaimed.