Signing Cases, Review Follow-Up & Terminations | Baamboozle - Baamboozle

You should instruct the client to email the termination letter directly to us.

False (The client should reply to your text with a picture of the signed letter.)

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Okay!

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If a client says they already fired their attorney, a termination letter is still required.

False (You don’t need a termination letter if the attorney was already fired.)

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Okay!

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The phrase 'I no longer wish to be represented' should be used in termination letters.

True

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Okay!

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If a client has current legal representation, you must send the case for review.

True

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Okay!

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Termination letters must include the client’s name, date, and signature.

True

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Okay!

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Mail-out contracts can be sent without approval as long as both phases are complete.

False (Mail-outs must be approved by a Team Lead.)

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Okay!

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If the client refuses to sign, you should delete the lead.

False (You leave the lead and add a note explaining why the client did not sign.)

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Okay!

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Once a client signs, you must check the documents tab to verify the signature.

True

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Okay!

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You should always note any client refusal to sign and any rebuttals you offered.

True

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Okay!

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banana

Go to last place!

Oops!

rocket

Go to first place!

Okay!

fairy

Take points!

thief

Give points!

banana

Go to last place!

Oops!

magnet

Take 25 points!

Okay!

rocket

Go to first place!

Okay!

baam

Lose 25 points!

Oops!

Clients with severity level 4 or 5 in Alabama MVAs should be offered mail-outs first.

False (They should be offered in-person signing, not mail-out.)

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Okay!

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trap

No points!

Oops!

gold

Win 50 points!

Okay!

gift

Win 10 points!

Okay!

thief

Give points!

Cases with terminated attorneys are handled like any other new intake after review.

True

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Check

Okay!

Check

baam

Lose 20 points!

Oops!

seesaw

Swap points!

Okay!

fairy

Take points!

banana

Go to last place!

Oops!

You should use the AI summary even if the intake is not fully complete.

False (AI Summaries are used only once the intake is fully completed.)

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Check

Okay!

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