AOL
Member wants a divorce
Divorce/Uncontested Divorce
What status is most commonly used?
RTPU
Most intakes
Blank. N/A
Member wants to cancel
Transfer/Give mbr the number (no email)
Mbr wants to create a will
AOL: Will
Status: Closed
Notes: Mbr requested a Will Q. Mbr directed to RM website.
Close the intake. Reason Why: WOM (waiting on mbr for docs).
Member got into a car accident
Automobile Accident
Traffic ticket intake
Criminal Matter
Julya Billhymer
Traffic appt/issue
Traffic
Mbr got arrested last weekend
AOL: Criminal
Status: To Be Referred
Assignee: Julya Billhymer
Member wants help with a will/trust
Estate Planning
Member was served/sued
In Progress
Civil Litigation (sued/served)
B3 Litigation
Will questions/prep
Wills Department
Wrongful Termination
AOL: Employment
Status: N/A
Conflict Cleared: No
QN: PRI
Member is having issues with their landlord
Landlord/Tenant
Employment Issue
New (leave as is) / PRI, no conflict cleared
Small Biz Act Intakes
Small Business
Intake complaint
Manager- Sabrina
Member: "I was served a collection letter and have an upcoming court date"
AOL: Civil Litigation
Assignee: B3 Litigation
Status: In Progress
Have the mbr upload the citation/petition
Member says "someone owe me money and won't pay"
Small Claims (has to be under $20,000)
Urgent court deadline tomorrow (who is the assignee as well?)
RTPU + Urgent Call
Spanish speaking intake
Spanish Call
Setting an Appointment
N/A. Can try a transfer to wills/traffic for appt and if unsuccessful send an email to the respective dept. Normal appts you will not have to email.
Mbr: "I run a small business and need help with a contract dispute"
Check Plan First
If no coverage - Do not create the intake - Transfer to LS
If covered - Create intake as normal