Intake Call
Requirements
Terms and Definitions
Attorneys
100

Correct greeting

What is "Good morning, thank you for calling PJI Law. This is ______ on a recorded line. How may I help you?"

100

Deeds

What is "The PNC's name, the name of any other parties involved, the property of the address in question."

100

Administrator

What is "Someone who has been appointed by the court to manage the estate of someone who has passed without making a will."

100

EP

What is Jenn, Rebecca, or Connor?

200

Ensuring that the PNC is available

What is "In a moment, I will ask you to please share in more detail the reason why you are calling us, and I might ask some questions to fill in any gaps. Before we go into that, I would just like to make sure, do you have about five to ten minutes for this call?"

200

Lemon Law

What is:

  1. Confirm that the car was purchased/leased new in the previous 18 months (whether by PNC or the previous owner). 

  2. Is it leased, financed, or owned outright?

  3. Confirm that the car was purchased/leased in Virginia. If not, confirm that the car is registered in Virginia.

  4. What’s the problem with the car?

  5. How many times has it been taken for repairs of that same problem?

  6. Is the vehicle used for personal or commercial use?"

200

Lead

What is "A potential sales contact, individual, or business that expresses an interest in our legal services. Whether we can or cannot assist is undetermined."

200

Personal Injury

Andy

300

Information 

What is name, email address, phone number, referral source, mailing address.

300

POA

What is "confirming that the principal of the POA has the mental capacity to understand what they are signing"

300

Lien

What is "The right to keep possession of something owned by someone who owes a debt, until the debt has been settled."

300

Guardianship

What is Elias and Austin

400

The best way to confirm information

What is the phonetic alphabet?

400

Personal Injury

What is " The PNC’s injury required surgery (whether or not that surgery has already occurred), or the case is otherwise reasonably valued at $100,000 or above."

400

Pro se

What is "Means “for oneself, and in legal terms, it means a person representing themself in court when either filing an action or responding to an action without the assistance of an attorney."

400

Lemon Law

Kevin

500

Notice

What is " As you can imagine, there are many people trying to secure appointments with us, so if you find that you won’t be able to make it, we do ask that you call us to reschedule with at least 48 hours' notice within your appointment. Will that be ok?" 

500

Defamation

What is "statements that are inherently harmful, such as false accusations of criminal activity, moral turpitude, or professional incompetence."

500

Tort

What is "A civil wrong or act, other than a breach of contract, that causes harm or injury to a consumer, leading to legal liability. A tort may involve claims such as negligence, fraud, product defects, or false advertising."

500

Litigation Attorneys

What is Billy, Lukios, and Bret?