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

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

True

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.)

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.)

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.)

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.)

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

True

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

True

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.)

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

True

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.)

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

True

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

True