New Client Intake Quiz

Attorneys and paralegals are professionals who work in law firms and their primary goal is to provide legal services to clients. In order to sustain and grow their business, it is expected that attorneys and paralegals would want to sign new clients for their firm. Acquiring new clients not only helps in expanding the firm's clientele but also increases revenue and opportunities for the attorneys and paralegals to showcase their expertise and skills. Therefore, it is reasonable to assume that attorneys and paralegals would be motivated to sign new clients for their firm, making the statement "True".

If the individual has questions regarding the process, the best course of action would be to review the provided materials first. If they are still unsure or have further queries, they should then approach Jayson or another member of management for clarification or guidance. This approach ensures that they make an effort to understand the materials before seeking assistance, and also demonstrates their willingness to seek guidance from the appropriate authority within the organization.

The correct answer suggests that if a potential new client specifically requests a certain person, the call should be transferred to that person. However, if the requested person cannot be reached, the call should then be transferred to the clerks. This ensures that the client's request is prioritized, but also ensures that the call is not left unanswered if the requested person is unavailable.

The given statement suggests that G&A has made significant investments in advertising to secure the firm's future growth and establish a strong foundation that can endure for generations. This implies that G&A recognizes the importance of advertising in achieving long-term success and is committed to investing resources in this area. Therefore, the answer "True" is correct as it aligns with the information provided in the statement.

The correct answer is "All of the above". This means that G&A will be evaluating all three metrics - work performance, community involvement, and the close rate on clients signing retainers after initial consultations - when considering raises, promotions, bonuses, etc.

The correct answer is "All of the above". This means that the attorney responsibilities in the New Client Intake Process include maintaining their Outlook calendar, attending initial consultations, advising the client of the strengths of the firm during initial consultations, and informing the New Client Intake Team of the results of the consultation.

The clerks should not talk to the attorney before scheduling an initial consultation for the next day. This implies that the clerks have the authority to schedule consultations without consulting the attorney first. However, it is more likely that the clerks should consult with the attorney before scheduling any consultations to ensure that the attorney is available and can provide the necessary information or preparation for the meeting.

Attorneys are required to generate business in firms other than G&A. This means that they have a responsibility to bring in new clients and generate revenue for the firm. This requirement is not limited to just G&A, but applies to all firms. Therefore, the statement is false.

The New Client Intake Team should report and track clients who call by phone, potential clients who walk into an office, potential clients who are met at networking events or through personal connections, and potential clients that originate from internet sites. These types of new clients are likely to have expressed interest in the company's services and may require further follow-up or conversion into actual clients.