Course Instructor
Getting Started
Mission
Core Values
Success Behaviors
Everyone needs to know this
Introduction to the Workflow of our Cases
Introduction to the Workflow of our Cases
Appointment Setting
This section does not have any lessons.
Consultation with the Prospect
Performing a Successful Consultation
Handing the Client Over to the Onboarding Specialist
Client Onboarding
The Client Onboarding Process at a Glance
Receive Notification of New Matter in Slack Channel
Create the Case In CampLegal
Verify the Contract is Signed
Conduct the Welcome Call
Schedule the Interview
Send the Document Checklist to the Client
Client Folder Setup in Dropbox
Weekly Reminders for Document Collection
Convert Status from Lead to Client in HubSpot
Attorney Strategy Notes
Trainings needs for onboarding
Writing
This section does not have any lessons.
Interviewing
Interviewing at a glance
Interview Recruitment
New Lesson
Paralegal Introduction Call
This section does not have any lessons.
Document Collection
This section does not have any lessons.
Paralegal Document Review
This section does not have any lessons.
Assembling the Case
New Lesson
Attorney Review
This section does not have any lessons.
Final Review
This section does not have any lessons.
Scan and Submit the Case
This section does not have any lessons.
Billing
Billing Intro
KPIs (all Roles)
This section does not have any lessons.
Office
Thoughts about the office