Course details
Lectures
:
5
Level
:
Advanced
- Description
- Curriculum
-
1
Employee - Conflict Check Quality Control -
2
Employee - ARA Walkthrough Quality Control
This task ensures that every potential client receives prompt, supportive follow-up after their consultation with an attorney.
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3
Employee - Pipeline Flows Quality Control
This training will teach you how to accurately review and audit lead records in Grow, ensuring that the correct Status, Email Flows, and Task Flows are used at each stage of the intake journey.
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4
Employee - Follow-Up Quality Control
The Client Intake Quality Control operator spends five minutes reviewing online forms, ARA/Retainer tasks, spoke items, and finals from the previous day. This quick audit ensures every lead is handled on time and the database stays accurate—protecting revenue and keeping the pipeline tidy.
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5
Employee - Dialpad Data Sync to Power BIThis task involves exporting weekly Dialpad AI Scorecard data and uploading it to SharePoint to ensure the Power BI Intake Operator Quality Control dashboard stays accurate and up to date.