Curriculum
Advanced Intake Training for Lawyers
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Client Intake Lead - Confirm in Client Intake Channel
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Client Intake Lead - Grow Consultation Setup
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Client Intake Lead - Input attorney Consultation and Case Assignment Survey into BACMS
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Client Intake Lead - Add Attorney to 'Legal Team' department in Dialpad
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Client Intake Lead - Monitor Weekly Consultation Emails for New Attorney
Preview
Text lesson
Client Intake Lead – Confirm in Client Intake Channel
Confirm attorney is added to Client Intake channel; if not, will not be able to direct ARAs.