Which ONE of the following statements would be considered legal advice?, Your next step is for the attorney to review your case, I'll document this information so the attorney can evaluate your claim, Your settlement is worth around $25,000, so I would accept the offer, The legal team will contact you if more information is needed, Three of these responses are allowed. One violates the Legal Advice Policy. Which one is it?, I can explain what happens next in our process, Based on what you told me, you should file for emotional distress too, I'll gather the information the attorney needs, Only one of our attorneys can answer that legal question, Which employee violated the Legal Advice Policy?, Agent A: Explains the firm's intake process, Agent B: Collects employment information for the attorney., Agent C: Tells the client they should attend the HR meeting, Agent D: Explains how clients receive updates on their claim, Which response is allowed?, “HR may help your case.”, That offer seems reasonable.”, “You may have another claim.”, “I can explain our process.”, What is solicitation?, Contacting someone who never contacted the firm, Calling a lead already in Pipedrive, Returning an inbound call., Following up with someone who requested information, current client says: "My sister has the same problem. Here's her phone number. Please call her." What should you do?, Call her immediately., Send her a text introducing the firm., Add her to Pipedrive and start calling, Explain that she must contact us first, During a recorded call, a wife gives her number and asks ALG to call tomorrow. What should you do?, Refuse the request, Document consent and call her, Ask her to call us to 213-832+7761, Only speak with the husband, A client completed only an evaluation today. Which field must you update?, Date Retainer Signed, Date Intake Completed, Date Completed Evaluation, Date Confirmed Intake Data Transfer, Which field identifies who completed the evaluation?, Deal Owner, Date Completed Evaluation, Evaluation Outcomes, Evaluation Done By, A client was Closed Lost 3 months ago. Today they call back and want to move forward. What should you do?, Reopen the lead., Create a new lead using OS., Create a new lead using CVFC., Create a new lead using CVFC_MC., You open a new lead and notice the client was evaluated last month for the same issue. What should you do?, Create a new lead, Skip the evaluation, Create a new lead, copy the evaluation, confirm same case, Create new lead, remove # from old lead, copy eval, confirm same case., Reopen the previous lead and continue there, A client signed offline yesterday. You call today for intake. No answer. What should happen?, Continue calling for the day to try and do intake, Use Obtained Signature and leave reason for intake as Signed offline, Mark Intake Completed, Register Outcome as No answer, Stay on Pipeline, You have a Kixie Issue, what should you do?, Send on Kixie Issues Teams Chat, Send on Kixie Issues Teams Chat and send to Kixie Support email, Send on Kixie Issues Teams Chat and send to Kixie Support on Kixie Phone, Do trouble shooting on Kixie Inspect and Remove cookies & Cache, Client is already Retired what should you do?, If +2Y Outcome: Not Interested & Lost reason Unqualified Already Retired, If +2Y Outcome: Not Interested, DNC & Lost reason Not Interested, Retired, Complete the Evalution form, If +2Y Outcome: Not Qualified & Lost reason Unqualified Already Retired, Client: "Send the retainer. I'll review it tonight after work." What's the BEST response?, Perfect, call us if you have questions, I'll follow up tomorrow., I'll wait for you to sign, What time today can we sign together, 4:30 or 6:00?, Client: "I need to think about it." Which response follows the A.C.T. framework?, What's holding you back—the case, the fee, or the process?, Most clients sign right away, Let me explain the retainer again, Would you like it by text or email?, A client says, "I want to discuss it with my spouse." What's the BEST next step?, Ask when to call spouse., Send the retainer only., Schedule a 3-way signing call, Ask the spouse to call you, Before sending Retainer A client says: "I need to think about it." What's the correct order?, Explain → Send → End call, Send → Schedule → Clarify, Clarify → Explain → End call, Acknowledge → Clarify → Offer two options, You add Date Confirmed Intake Data Transfer before completing the intake fields. What's the biggest risk?, The retainer disappears, Nothing Happens, Incomplete information transfers to ActionStep., The owner changes, Juan evaluated. Maria answered inbound & send the retainer. Client says he will sign later. Jose listen. Who follows up?, Maria, Whoever is available, Juan, Jose, Two open leads share the same phone number. Which lead do you work?, The lead with more notes, The older lead, Either lead, The newest lead, It's July. The lead is open and was created in May, it was never evaluated. What's the best option?, Continue working the May lead., Create a new July lead with source channel CVFC_MC and forget about the May, Close the May lead, eliminate number, create a new July lead with CVFC_MC, Change the source channel to may lead to CVFC_MC, You find 3 duplicate leads. Which one should you use?, The newest open lead within the same month, The newest open lead from last month, Any open lead regardless creation date, The one with an evaluation, You marked a lead as Lost What's the LAST step before closing the lead?, Add the Lost Reason only., Change the owner only, Add the Lost Reason and change the owner, Add the Lost comment, When ending a Sale/Intake what do you need to do?, Nothing, Send it on the Sales / Intake Channel, Send it on the Onboarding Matter Creation & Intake completion Chat, Advice the Intake Specialist

Compliance

by
Print
Embed

Leaderboard

We are currently working on improving the Leaderboard functionality. Please help us by offering your feedback.

Give Feedback

Visual style

Options

We are currently working on improving the Activity Settings. Please help us by offering your feedback.

Give Feedback

Switch template

Continue editing: ?