Add the new Client Intake Lead to the Client Intake Lead shared inbox.
This page will be the starting point and continuing resource to reference processes and systems that are primarily executed by the Client Intake lead.
Update Assignment Proto sheet caseloads for attorneys close to the end of the day on Friday.
Update Assignment Proto sheet caseloads for attorneys close to the end of the day on Friday.
Read the below link (or watch the embedded walkthrough video w/in the link) to learn how prioritize the consulting attorneys by practice area for the Consult Scheduling Guide.
This task guides new team members through the process of reviewing recorded client intake calls to evaluate performance and ensure alignment with firm standards.
This task guides Intake Leads through a structured process for evaluating operator performance, identifying trends, and using data to drive meaningful coaching conversations.
Read this document to learn how to execute team quarterly reviews.