Curriculum
Course:
Advanced Intake Training for Lawyers
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Curriculum
Advanced Intake Training for Lawyers
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Client Intake Lead - Confirm in Client Intake Channel
Text lesson
Preview
Client Intake Lead - Grow Consultation Setup
Video lesson
Preview
Client Intake Lead - Input attorney Consultation and Case Assignment Survey into BACMS
Text lesson
Preview
Client Intake Lead - Add Attorney to 'Legal Team' department in Dialpad
Video lesson
Preview
Client Intake Lead - Monitor Weekly Consultation Emails for New Attorney
Text lesson
Preview
Video lesson
Client Intake Lead – Add Attorney to ‘Legal Team’ department in Dialpad
Attorneys 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.
https://oflahertylawcom.sharepoint.com/sites/OFL/_layouts/15/stream.aspx?id=%2Fsites%2FOFL%2FShared%20Documents%2FGeneral%2FRecordings%2FHow%20to%5F%20Add%20to%20Dialpad%20%27Legal%20Team%27%2D20250402%5F121613%2DMeeting%20Recording%2Emp4&referrer=StreamWebApp%2EWeb&referrerScenario=AddressBarCopied%2Eview%2E95d0e8db%2D12d2%2D41d7%2Db41d%2Dd02baa569437
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