{"id":12611,"date":"2017-12-20T20:31:55","date_gmt":"2017-12-20T20:31:55","guid":{"rendered":"https:\/\/www.process.st\/templates\/sample-client\/"},"modified":"2024-02-28T20:43:22","modified_gmt":"2024-02-28T20:43:22","slug":"sample-client","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/sample-client\/","title":{"rendered":"Sample Client"},"content":{"rendered":"
\n

Retainer is received (day 1) <\/h2>\n
\n

Assignee converts Retainer in Sugar from "lead" to "case"<\/h4>\n<\/p><\/div>\n
\n
Step 1 - Find the lead\/prospect in Sugar<\/strong><\/pre>\n<\/p><\/div>\n
\n
\n     <\/a>
\n     Cut and paste the last 4-digits of the prospect's phone number into the Search Bar and press the search button Identify the prospect, then click on their first name
\n   <\/figcaption><\/figure>\n<\/p><\/div>\n
\n
Step 2 - Click on the dropdown, then click on "Convert Lead", then click Save<\/strong><\/pre>\n<\/p><\/div>\n
\n
\n     <\/a>
\n  <\/figure>\n<\/p><\/div>\n<\/section>\n
\n
 Retainer is assigned (day 1) <\/h2>\n
\n
Attorney assigns the case<\/h4>\n<\/p><\/div>\n<\/section>\n
\n
 Send "Welcome Package" to client (day 2) <\/h2>\n
\n
Assignee sends Welcome Package to client via email with appropriate attachments included. <\/h4>\n
In the event people want the welcome package by mail, Assignee cooridnates with Front Desk to mail out a physical copy of the Welcome Package<\/h4>\n<\/p><\/div>\n
\n
Welcome Package includes these documents:<\/strong><\/pre>\n<\/p><\/div>\n
\n
    \n
  • \n
    \n
    \n       1\n     <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n      Welcome Letter\n    <\/div>\n<\/li>\n
  • \n
    \n
    \n       2\n     <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n      Fact Summary Interview\n    <\/div>\n<\/li>\n
  • \n
    \n
    \n       3\n     <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n      Auto Fraud - Questionnaire\n    <\/div>\n<\/li>\n
  • \n
    \n
    \n       4\n     <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n      Auto Fraud - List of Documents\n    <\/div>\n<\/li>\n
  • \n
    \n
    \n       5\n     <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n      Court Fee Waiver\n    <\/div>\n<\/li>\n<\/ul><\/div>\n
    \n
    Welcome Package documents can be found here:<\/strong><\/pre>\n<\/p><\/div>\n
    \n
      \n
    • go to- calg-files (this is the Shared Files Folder)<\/li>\n
    • then go to- CALG MANAGEMENT<\/li>\n
    • then go to- WELCOME PACKAGES<\/li>\n
    • then go to- AUTO FRAUD<\/li>\n
    • then go to- ENGLISH VERSION<\/li>\n<\/ul><\/div>\n
      \n
      Use this email template when sending the digital copy of the "Welcome Package"<\/strong><\/pre>\n<\/p><\/div>\n
      \n
      Hello {first name of client},<\/p>\n
      I would first like to thank you for choosing CalGroup to handle your legal needs in regards to your claim.<\/p>\n
      Please find attached the Welcome Letter<\/strong> and other documents we need you to complete, sign and send back to us as soon as possible.<\/p>\n
      There's also a list of documents needed so please review the list, send in a Detailed Storyline<\/strong> along with any other document on the list you may have but not yet provided. <\/p>\n
      Thank you in advance and have a Wonderful Day!!! <\/p>\n
      Thank you,<\/p>\n<\/p><\/div>\n<\/section>\n
      \n
       Storyline Interview with client (day 7) <\/h2>\n
      \n
      Assignee has 7 days to conduct an interview with client to gather data for the "storyline"<\/h4>\n<\/p><\/div>\n<\/section>\n
      \n
       Documents are received (day 7) <\/h2>\n
      \n
      Assignee and\/or Attorney review the documents<\/h4>\n<\/p><\/div>\n<\/section>\n
      \n
       Thank you email sent to client (day 15) <\/h2>\n
      \n
      Assignee sends client a "Thank you" email with a brief update and list of next steps in the process<\/h4>\n<\/p><\/div>\n
      \n
      Use this email template as the "Thank You" email to send at this step of the process<\/strong><\/pre>\n<\/p><\/div>\n
      \n
      Hi {first name},<\/p>\n
      Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. <\/span><\/p>\n
      Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. <\/span><\/p>\n
      Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.<\/span><\/p>\n
      Thank you, <\/p>\n<\/p><\/div>\n<\/section>\n
      \n
       Demand letter is drafted (day 30) <\/h2>\n
      \n
      Assignee or Attorney drafts the "demand letter" on behalf of the client<\/h4>\n<\/p><\/div>\n<\/section>\n
      \n
       Demand letter in review (day 45) <\/h2>\n
      \n
      Attorney reviews the demand letter, sends letter (with certified card), sets a 40 day deadline, then updates the client<\/h4>\n<\/p><\/div>\n<\/section>\n
      \n
       Green cards are scanned, filed, and confirmed (day 55) <\/h2>\n
      \n
      Assignee scans, files, and confirms receipt of Green Cards<\/h4>\n<\/p><\/div>\n<\/section>\n
      \n
       Check on the Demand deadline (day 75) <\/h2>\n
      \n
      Assignee and\/or Attorney check on the demand deadline then tasks next steps depending on response<\/h4>\n<\/p><\/div>\n
      \n
      Possible responses:<\/strong><\/p>\n
      A) correction letter<\/strong> \u2013 list case for settlement track \u2013 set for call with client<\/p>\n
      B) hostile response<\/strong> \u2013 list case for strategy meeting to determine strength for filing lawsuit<\/p>\n
      C) no response<\/strong> \u2013 list case for strategy meeting to determine strength for filing lawsuit<\/p>\n<\/p><\/div>\n<\/section>\n
      \n
       Case Strategy meeting with AF Team (day 85) <\/h2>\n
      \n
      AF team case strategy meeting for hostile or no response to demand letter<\/h4>\n<\/p><\/div>\n
      \n
        \n
      • Evaluating strengths and facts of case<\/li>\n
      • Conducting a client interview and discussing goals (i.e. what do they want)<\/li>\n
      • Send position letter to client explaining risks of litigation [and costs]<\/li>\n
      • Decide to file or drop<\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"
        Retainer is received (day 1) Assignee converts Retainer in Sugar from "lead" to "case" Step 1 - Find the lead\/prospect in Sugar Cut and paste the last 4-digits of the prospect's phone number into the Search Bar and press the search button Identify the prospect, then click on their first name Step 2 - Click […]<\/p>\n","protected":false},"author":3,"featured_media":12612,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"11","template_description":"","template_id":"oT9SwoyoJlaLATphCdRG8A","task_0":"Retainer is received (day 1)","task_slug_0":"retainer-is-received-day-1","task_1":"Retainer is assigned (day 1)","task_slug_1":"retainer-is-assigned-day-1","task_2":"Send "Welcome Package" to client (day 2)","task_slug_2":"send-welcome-package-to-client-day-2","task_3":"Storyline Interview with client (day 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