Preparing for an interview, The Client Interviewer accesses the Litify Calendar to review scheduled interviews and opens each client’s case., Sends or schedules the approved Interview Reminder text message 30 minutes before the interview., Reviews all available case information, including the Details tab, Notes, Consult Notes, and supporting documentation. Identifies the case type and selects the correct questionnaire based on the case subtype., Identifies and confirms required identity verification elements prior to placing the call., Durign the Interview, The Client Interviewer initiates the call using AWS and logs every call attempt in Litify, following no-response and escalation protocols when applicable., Follows Script, completes identification and disclaimers, and sets expectations for interview length, privacy, and client focus., Conducts eligibility questions in order, confirms understanding, and records accurate Yes/No responses with brief context when required., Follows the closing script, explains next steps, and addresses questions., The Making of a Declaration, The Client Interviewer locates or creates the client matter in JUL-IA using the exact naming as shown in Litify., Links all interview call(s) to the matter, assigns a client to each call, and merges transcripts when multiple calls exist., Prepares the call(s) and generates the declaration by selecting the correct case type in the Prepared Transcripts step., Downloads the Declaration and Extracted Facts once the documents are generated., Reviews, edits, and formats the declaration to ensure accuracy, completeness, and compliance with required standards., Uploading the Declaration and After the call process, The Client Interviewer uploads the finalized Declaration and Extracted Facts to the correct sections in Litify using the required naming and document order., Updates Consult Notes with any new information from the interview and informs the attorney and case managers when case elements or strategy are impacted., The Client Interviewer creates Chatter and Litify Notes documenting the interview outcome, follow-ups, transfers, and relevant updates., Updates key dates, Creates parties and roles

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