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Authorized Representatives, Passengers & Lead So ...
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The name of the previous attorney must be noted if the client is a returning PC.
True
Previous clients with new issues should be listed as 'Other' for marketing source.
False (If they originally came from a campaign, keep the original source.)
If a client mentions passengers, you should wait until the case is signed before asking for their info.
False (You should let them know early you’ll be asking for passenger details.)
Adding passengers shows we value helping everyone involved in the incident.
True
Passengers must be created as Related Contacts and promoted to separate leads.
True
You should use 'Swap with Contact' when adding passenger details.
False (Do NOT use 'Swap with Contact'; it disrupts the intake.)
All passengers should be added from the original intake.
True
You can reuse the PC’s phone and email for a minor’s contact profile.
False (Use the contact info of the Authorized Representative instead.)
You must note the relationship of the Authorized Representative to the PC.
True
If a client is 18 in Alabama, they can sign for themselves.
False (In Alabama and Nebraska, signing age is 19.)
Minors cannot sign contracts; their parent or guardian must sign instead.
True
A fiancé of a deceased client may serve as the Authorized Representative.
False (Only a spouse, adult child, parent, or sibling can be authorized.)
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