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., 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.

Step by step

โดย
สั่งพิมพ์
ฝัง

ลีดเดอร์บอร์ด

สไตล์ภาพ

ตัวเลือก

สลับแม่แบบ

คืนค่าการบันทึกอัตโนมัติ: ใช่ไหม