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
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Text lesson
Client Intake Lead – Input attorney Consultation and Case Assignment Survey into BACMS
Check the Intake email for results of the attorney consultation proficiency and case assignment survey. Once completed, input information into BACMS.
Can also check survey results here: