Course details
Lectures
:
5
- Description
- Curriculum
-
1
Client Intake Lead - Confirm in Client Intake ChannelConfirm attorney is added to Client Intake channel; if not, will not be able to direct ARAs.
-
2
Client Intake Lead - Grow Consultation SetupTo begin scheduling appointments for the appropriate staff in Clio Grow, the appropriate appointment types must first be set up.
-
3
Client Intake Lead - Input attorney Consultation and Case Assignment Survey into BACMSCheck the Intake email for results of the attorney consultation proficiency and case assignment survey. Once completed, input information into BACMS.
-
4
Client Intake Lead - Add Attorney to 'Legal Team' department in DialpadAttorneys need to be added to the 'Legal Team' department in Dialpad to use the AI functionality and call masking. Watch the below video to learn how.
-
5
Client Intake Lead - Monitor Weekly Consultation Emails for New AttorneyThis attorney has been trained on consults, and will begin taking them soon. Monitor the Monday PBI 'Attorney Consultation Report for Past Week' email for the new attorney by adding as a recurring Monday/Tuesday weekly event on your outlook calendar, and once you see, setup daily emails.