- Description
- Curriculum
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1
Employee - Attorney Work Location, and Consult and Case Assignment Proficiencies formIn this section, we'll begin to collect the information necessary for the firm to begin properly scheduling you with potential clients for consultation and case assignments. If you are a new hire, and have already completed this, you can add a comment to the task and mark complete.
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2
Employee - Consultation Practice Area Knowledge Base
Review the materials linked below to familiarize yourself with the firm’s primary practice areas. Focus on the fundamentals of each area where you may conduct consultations. Understanding these basics will help you provide accurate, confident preliminary guidance during client consultations.
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3
Employee - Attorney Consultation Manual
Read the Attorney Consultation Manual in full. This document outlines the firm’s consultation standards, communication expectations, and closing procedures to ensure a consistent client experience across all consultations.
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4
Employee - Consultation Lead Rating System Training
Complete the Consultation Lead Rating System Training.
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5
Employee - Welcome Message Training
Review the Welcome Message Training document to understand how to set appropriate client expectations at the start of each consultation.
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6
Employee - Short-Notice Appearance Protocol
Read the Short‑Notice Appearance Protocol to learn the required procedures when a consultation reveals an upcoming court date or hearing.
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7
Employee - Case Analysis Matter Guide
Read the Case Analysis Matter Guide to understand when and how to recommend a Case Analysis following a consultation. This training explains how to present the Case Analysis as a structured, billable legal service that supports informed client decisions.
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8
Employee - Listen to 1 hour of Recordings
Listen to at least one hour of recorded consultations from experienced attorneys. Focus on tone, structure, and phrasing used to set expectations, quote retainers, and close the consultation.
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9
Employee - Legal Services Price Sheet -
10
Employee - Attorney Consultation Resource and Consult Walkthrough
Watch this video to learn about the resources and mechanics necessary for conducting client consultations.
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11
Employee - ARA Directive Supplement
Follow up video to Attorney Consultation Resource and Consult Walkthrough.
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12
Employee - Understanding Reduced Pricing
Read the below link to understand our Reduced Pricing program.
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13
Employee - Dual Consultations
Follow this link to learn about O'Flaherty Law Dual Consultations.
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14
Consultation Manager - Ensure attorney consult checklist done
Ensure attorney consult checklist done