True, The Client Interviewer accesses the Litify Calendar to review scheduled interviews and opens each client’s case., Navigates to the Case Plan tab, assigns the INTERVIEW task, and updates the status to In Progress., Sends or schedules the approved Interview Reminder text message 30 minutes before 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., Completes all questionnaire sections with empathy and professionalism, guides the client’s narrative, and clarifies inconsistencies in real time., Follows the closing script, explains next steps, and addresses questions, Once the declaration has been uploaded to Litify, enter the upload date in the Declaration Completed key date field., If an interview was conducted with the main applicant, make sure to also update the Latest Case Update key date., After completing the declaration review call with your client, click on "Dec Review Call Completed" and record the date the call was completed., False, The Client Interviewer locates or creates the client matter in JUL-IA using only the surname as shown in Litify., Links all interview call(s) to the matter, assigns a client only one call, and merges transcripts to one of your calls., First generate the declaration, then select the correct case type in the Prepared Transcripts step., Only the declaration is downloaded once is generated., Any format can be used to ensure accuracy, completeness, and compliance with required standards., The Client Interviewer updates Consult Notes only if the attorney requests it and waits until the case is assigned before notifying the attorney or case managers of changes that could affect the case strategy., The Client Interviewer creates either a Chatter post or a Litify Note, depending on preference, documenting only the interview outcome. Follow-ups, transfers, and other updates are documented later if they become necessary., Before the interview, scroll down on the Details tab and enter the date the interview process was completed in the key date field., If the interview is not finished with the main applicant, make sure to also update the Latest Case Update key date.

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