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Signing Cases, Review Follow-Up & Terminations
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You should always note any client refusal to sign and any rebuttals you offered.
True
Cases with terminated attorneys are handled like any other new intake after review.
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.)
The phrase 'I no longer wish to be represented' should be used in termination letters.
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.)
Termination letters must include the client’s name, date, and signature.
True
If a client has current legal representation, you must send the case for review.
True
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.)
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.)
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.)
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.)
Once a client signs, you must check the documents tab to verify the signature.
True
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