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 – Monitor Weekly Consultation Emails for New Attorney
This 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. Read the below link to do so.