Pages you should log in to Before your call
Engage, Litify, and could also be Drive
Yes or No questions
EQ
It is IMPERATIVE that we do this step to make sure English speakers can understand our Questionnaire.
Grammar and Spelling check
Once all interviews are done we should enter a key date, where can you find this?
Details tab at the bottom
Text Message reminder
Having this document open will help you through your call if the CL has questions
FAQ
Even when we do not finish our interview we should make sure to follow this step in case extra time in scheduled with someone else:
Uploading documents
If during the interview the Cl mentioned something different than consult we should
Edit the Consult Notes
Interviewers Script
What should we do if our client has multiple LTs
Copy and paste the abbreviated LT questionnaire on our Full T visa questionnaire.
We should check if one of these 2 documents is on the Cl's file before knowing what stage we should move it to
Should be set to "complete"
Task
At least 3 things you should check before the call to get to know your client
- Consult notes
- Post Consult notes
- FBI
- Affidavits
-Chatter
- Details section
- Post Consult Form
-Other Docs
STT timeline should always include (mention at least 3 things)
Places, means of transportation, length of stay in each place, if any labor was performed, where the coyotes were met, and where the client was liberated.
Will be used to let the team know we are done with our Interview, and summarising any situations we might have encountered
Chatter
Make you move your case to the next....
Stage
Litify task
what, who, how, when, where, and why
Litify Note
Should be added to the case to make sure we do not have any conflict of interest:
Company and abuser's names