The Law Firm of Sharon Abaud

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Course Information

Course Instructor

Sharon Abaud Sharon Abaud Author

Sharon Abaud is the founder, owner, and lead attorney of the Law Firm of Sharon Abaud.

Getting Started

Mission
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Core Values
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Success Behaviors
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Everyone needs to know this
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Introduction to the Workflow of our Cases

Introduction to the Workflow of our Cases
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Appointment Setting

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Consultation with the Prospect

Performing a Successful Consultation
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Handing the Client Over to the Onboarding Specialist
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Client Onboarding

The Client Onboarding Process at a Glance
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Receive Notification of New Matter in Slack Channel
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Create the Case In CampLegal
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Verify the Contract is Signed
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Conduct the Welcome Call
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Schedule the Interview
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Send the Document Checklist to the Client
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Client Folder Setup in Dropbox
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Weekly Reminders for Document Collection
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Convert Status from Lead to Client in HubSpot
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Attorney Strategy Notes
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Trainings needs for onboarding
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Writing

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Interviewing

Interviewing at a glance
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Interview Recruitment
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New Lesson
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Paralegal Introduction Call

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Document Collection

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Paralegal Document Review

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Assembling the Case

New Lesson
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Attorney Review

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Final Review

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Scan and Submit the Case

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Billing

Billing Intro
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KPIs (all Roles)

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Office

Thoughts about the office
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