Unscheduled Callers Procedure for Front Line Phone Teams - OAs and Comms Coordinators

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 suggestion, please reach out to Randi Johnson. 


    • Related Articles

    • Communications Team Contact Directory

      Points of Contact for Communications Team Updated: Sept 2024
    • 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: ...
    • Communications - Client Services Coordinator Team SOP Manual

      CSC Operations Manual Most recent version Sept 2024
    • 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
    • Resource: Inclusive Communications

      Facilitators from the Tri-Cities DEI Council and Gemini Corps presented a workshop on March 17, 2022 called Inclusive Communications: Words Matter. Key takeaways:  Words are rooted in historical context Hidden meaning is often conveyed Words evolve ...