Intake Advanced Onboarding
1
Student
enrolled
- Description
- Curriculum
DAY 1 - ADVANCED TRAINING
-
1
Ability to update BACMSBeing able to properly update/edit the Booking a Consultation Master Sheet
-
2
Generate Attorney Consult Report
On Mondays, use the consult tracker to generate the weekly report of the attorneys' consults & whether they occurred.
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3
Generate Attorney Caseload Report
Use Clio Manage to download spreadsheet of all open matters & then use instructions to generate report and post in Case Assignment Teams Chat
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4
Understand how to edit/code an Intake form
Being able to add specific signatures, dates, initials and other coding aspects of intake forms
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5
Understand how to create email drips
Being able to properly format and subsequently implement FU drips