Legal Ops quiz

If a client calls and asks to speak with his Attorney. He has court in 2 months. What would you respond?

• I will connect you with your attorney right away.

• Is there anything I can assist you with?

• Not right now he's in court.

• I'm not qualified to handle your request.

Answer explanation

If we have an active client that calls and says they have new case in Georgia and they will like to speak to the attorney. We ....

• Tell them to send us the information to see if we can assist them.

• Please visit the office for further assistance.

• Apology and tell them we don't handle cases that are out of the state of Ct and refer them.

• Pass the call to intake to see if we can handle this case.

What do you do if an active client call and wants to make a payment?

• Tell him to call back later

• Tell him to email us

• Ask for Credit Card info

• Call payment ext

What should you do when a client texts you asking for legal advice?

• Directly answer their legal questions

• Provide them with legal advice

• Inform them that non-Attorneys staff can provide legal advice. Ask them to wait for a response from the attorney

How should you handle a client who texts you paperwork or letters?

• Save the documents to DD and sever without informing the attorney
  

• Save to dd and server and check if the attorney is waiting for the documents, and give them a to-do if needed.

• Immediately slack the attorney without reviewing the documents

• Ignore the text

Who handles DMV hearings, suspension notices, IID, and restoration cases?

• Desiree

• Ben

• Daniel

• Teresa

Why is it important to cross off the client's name in the channel after handling a missed call?

• To show that the client is no longer interested.

• To remind the team to take a break.

• To make room for new missed call notifications.

• To keep track of missed calls for reporting purposes.

When should a client be directed to the 'Intake not 911' channel?

• When they want to update their contact information

• When they are seeking legal advice

• When they have a court hearing the next day

• When they have a new case and need assistance

What should be done if a client completes their classes and is in 'Diversion status'?

• Ask them to send it to us and transfer them to Anne for further assistance

• Provide them with a certificate of completion

• Instruct them how to handle it themselves

Who handles habeas corpus cases?

• Southpod

• Handled by Ben

• Managed by each pod for their respective clients

• North Pod