- Description
- Curriculum
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1
IT - Add Client Intake Lead to Shared Inbox & Setup Email ForwardingAdd the new Client Intake Lead to the Client Intake Lead shared inbox.
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2
Employee - Client Intake Lead HomepageThis page will be the starting point and continuing resource to reference processes and systems that are primarily executed by the Client Intake lead.
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3
Employee - Weekly Caseload Dashboard Update: Part 1
Update Assignment Proto sheet caseloads for attorneys close to the end of the day on Friday.
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4
Employee - Weekly Caseload Dashboard Update - Part 2
Update Assignment Proto sheet caseloads for attorneys close to the end of the day on Friday.
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5
Employee - Consulting Attorney Prioritization
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.
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6
Employee - Conflict Check Quality ControlWelcome to the Conflict Check Overview! In this task, you will learn how to:-Identify the staff members to check using the “Dashboard” tab in the Quality Control.xlsx.-Perform the “Check Matters” step in Grow, copy the relevant links, and log your findings in the Quality Control file.Understand the pass/fail criteria and document any special notes or comments.
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7
Employee - Client Intake Call Review Mastery
This task guides new team members through the process of reviewing recorded client intake calls to evaluate performance and ensure alignment with firm standards.
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8
Employee - Client Intake Performance Coaching
This task guides Intake Leads through a structured process for evaluating operator performance, identifying trends, and using data to drive meaningful coaching conversations.
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9
Employee - Client Intake Staff Reviews
Read this document to learn how to execute team quarterly reviews.