{"id":8838,"date":"2016-11-03T16:54:10","date_gmt":"2016-11-03T16:54:10","guid":{"rendered":"https:\/\/www.process.st\/templates\/attorney-vetting-application-checklist\/"},"modified":"2024-02-28T20:50:50","modified_gmt":"2024-02-28T20:50:50","slug":"attorney-vetting-application-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/attorney-vetting-application-checklist\/","title":{"rendered":"Attorney Vetting application checklist"},"content":{"rendered":"<section id=\"visit-the-excel-sheet-of-attorney-applications\">\n<h2> Visit the Excel sheet of Attorney Applications <\/h2>\n<div class=\"text-content\">\n<p><strong>You can find the document <a href=\"https:\/\/drive.google.com\/file\/d\/0B8641GLmgN_4Z0tsWW5Oc256dHc\/view?ths=true\" target=\"_blank\" rel=\"nofollow noopener\">here<\/a><\/strong><a href=\"https:\/\/drive.google.com\/file\/d\/0B8641GLmgN_4Z0tsWW5Oc256dHc\/view?ths=true\" target=\"_blank\" rel=\"nofollow noopener\">.<\/a>&nbsp;Look for what attorneys you have been assigned in the column A.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"verify-their-bar-membership\">\n<h2> Verify their Bar Membership <\/h2>\n<div class=\"text-content\">\n<p>In the excel sheet, you will find their Bar Membership number in Column AB.&nbsp;<\/p>\n<p>1)&nbsp;Verify their DC Bar Membership by visiting this <a href=\"https:\/\/www.dcbar.org\/attorney-discipline\/find-a-member.cfm\" target=\"_blank\" rel=\"nofollow noopener\">link.<\/a>&nbsp;Search using their full name.&nbsp;<\/p>\n<p>OR&nbsp;<\/p>\n<p>2) Verify their Federal Bar Membership by visiting this<a href=\"http:\/\/www.fedbar.org\/Menu\/Need-an-Attorney.aspx\" target=\"_blank\" rel=\"nofollow noopener\"> link.<\/a>&nbsp;Search by last name.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-their-hourly-rate\">\n<h2> Review their Hourly Rate <\/h2>\n<div class=\"text-content\">\n<p>You should look for if their hourly rate (found in Column AE) and the Unbundled Services (AD) and determine does it fit within our range of $100-$250 range of Reduced Fee Services?<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"verify-their-bar-membership-2\">\n<h2> Verify their Bar Membership <\/h2>\n<div class=\"text-content\">\n<p>To kick off our office cleaning checklist, you first need to <strong>record<\/strong> the <strong>basic details<\/strong> of the <strong>office<\/strong> and <strong>cleaning procedure<\/strong> using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Office <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Office Address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Cleaning Staff Name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Office Cleaning Date <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-their-malpractice-insurance-coverage-levels\">\n<h2> Review their Malpractice Insurance Coverage Levels <\/h2>\n<div class=\"text-content\">\n<p>Review Insurance Coverage levels. Do they match our criteria (&nbsp;$100,000 per claim\/$300,000 aggregate?) If, no, please note what they have and that they do not match our criteria.&nbsp;<\/p>\n<p>*We will not be calling the Insurance Coverage agencies. We will have to assume that they are not lying about having Malpractice Insurance.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"review-their-resume-and-stated-experience\">\n<h2> Review their Resume and stated experience <\/h2>\n<div class=\"text-content\">\n<p>You will find an attachment of their resume in column AK. Review their resume. Compare their resume to their stated experience found in Column AC. Note any inconsistencies or concerns?&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"call-professional-reference-1\">\n<h2> Call Professional Reference 1 <\/h2>\n<div class=\"text-content\">\n<p>Review Columns AN-AU for the email and phone number for 2 references.&nbsp;<\/p>\n<p>Call the reference.<\/p>\n<p>Ask the following questions below and take notes here<a href=\"http:\/\/www.google.com\" target=\"_blank\" rel=\"nofollow noopener\">&nbsp;sheet<\/a>:&nbsp;<\/p>\n<p>Make sure to leave a voicemail as to when you can best be reached.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name of Reference <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How do you know [applicant] and for how long? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What type of case did you receive advice or representation from [applicant]? Were you satisfied with the services you received? Why or why not? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Would you recommend them to someone close to you for legal advice or representation? Why or why not? <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"call-professional-reference-2\">\n<h2> Call Professional Reference 2 <\/h2>\n<\/section>\n<section id=\"call-client-reference-1\">\n<h2> Call Client Reference 1 <\/h2>\n<\/section>\n<section id=\"call-client-reference-2\">\n<h2> Call Client Reference 2 <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Visit the Excel sheet of Attorney Applications You can find the document here.&nbsp;Look for what attorneys you have been assigned in the column A.&nbsp; Verify their Bar Membership In the excel sheet, you will find their Bar Membership number in Column AB.&nbsp; 1)&nbsp;Verify their DC Bar Membership by visiting this link.&nbsp;Search using their full name.&nbsp; 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