Communications - Client Services Coordinator Team SOP Manual
Most recent version Sept 2024
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Communications Team Contact Directory
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Referral/PNC Scheduling Form
Overview: Procedure manual for the attorney and Communications team for when an attorney (or support staff) schedules their own consultation. This breakdown the responsibilities of each team as well as a step-by-step guide. Revised: 11/29/2022
Communication Teams – Overview & Directory
· Communication Teams – Overview & Directory · Leads for the firm in general or needing a legal service that you do not provide: PNC/Referral Form · Requesting/scheduling/documenting a consultation for yourself or an attorney you are working with: ...
Networking Ideas - Building Reliable Sources of Client Referrals
Attorneys, here's another resource to help you create and nurture your network of raving fans who will refer you work. When your referral sources sent you a potential new client, your source is communicating that they know, like, and trust you enough ...
Unscheduled Callers Procedure for Front Line Phone Teams - OAs and Comms Coordinators
In an effort to consistently and efficiently direct unscheduled callers, please keep this spreadsheet handy. Note: PNC - Potential New Client; OC - Opposing Counsel; OP - Opposing Party; Ofc - Office; Txf - Transfer If you see an error or have a ...