New Client Intake Quiz

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| By Rick Davis
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Rick Davis
Community Contributor
Quizzes Created: 1 | Total Attempts: 217
Questions: 10 | Attempts: 217

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New Client Intake Quiz - Quiz


Questions and Answers
  • 1. 

    G&A will be evaluating the following metrics when it comes time to consider raises, promotions, bonuses, etc. 

    • A.

      Work Performance

    • B.

      Community Involvement

    • C.

      Close Rate on Clients Signing Retainers after initial consultations

    • D.

      All of the above

    Correct Answer
    D. All of the above
    Explanation
    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.

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  • 2. 

    G&A has invested heavily in advertising to ensure the future growth of the firm and to build a foundation for a strong firm that lasts for generations.

    • A.

      True

    • B.

      False

    Correct Answer
    A. True
    Explanation
    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.

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  • 3. 

    Attorneys are not required to generate business in firms other than G&A.

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    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.

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  • 4. 

    It is expected that attorneys and paralegals want to sign new clients for the firm.

    • A.

      True

    • B.

      False

    Correct Answer
    A. True
    Explanation
    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".

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  • 5. 

    The attorney responsibilities in the New Client Intake Process include

    • A.

      Maintaing his or her Outlook calendar

    • B.

      Attending Initial Consultations

    • C.

      Advising the client of the strengths of the firm as it relates to their matter during initial consultations.

    • D.

      Informing the New Client Intake Team of the results of the New Client Consultatoin

    • E.

      All of the above

    • F.

      None of the Above

    Correct Answer
    E. All of the above
    Explanation
    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.

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  • 6. 

    If a specific person is requested by a potential new client, what should you do?

    • A.

      Transfer the call to the clerks

    • B.

      Transfer the call to the specific person requested and if you are unable to reach them transfer the call to the clerks

    • C.

      Transfer the call to the specific person requested and if you are unable to reach them send the person to that person's voicemail.

    • D.

      Transfer to the clerks and if they are not available transfer the call to the specific person

    Correct Answer
    B. Transfer the call to the specific person requested and if you are unable to reach them transfer the call to the clerks
    Explanation
    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.

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  • 7. 

    Which types of new clients should be reported to the New Client Intake Team and tracked in Zoho CRM?

    • A.

      Clients that Call by Phone

    • B.

      Potential Clients that Walk into an Office

    • C.

      Potential Clients that are met at Networking Events or Through Personal Connections

    • D.

      People That you Meet Who Say, "I really like G&A"

    • E.

      Potential Clients that Originate from Internet Sites

    Correct Answer(s)
    A. Clients that Call by Phone
    B. Potential Clients that Walk into an Office
    C. Potential Clients that are met at Networking Events or Through Personal Connections
    E. Potential Clients that Originate from Internet Sites
    Explanation
    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.

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  • 8. 

    The Clerks Should talk to the Attorney BEFORE scheduling an initial consultation for the next day?

    • A.

      True

    • B.

      False

    Correct Answer
    B. False
    Explanation
    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.

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  • 9. 

    If I have questions regarding this process I should.....

    • A.

      Guess at what I think is the best option

    • B.

      Research the internet on what other firms do

    • C.

      Review these materials, if still unsure talk to Jayson (Or another member of management if he is not available).

    • D.

      Tell the client to call another law firms

    Correct Answer
    C. Review these materials, if still unsure talk to Jayson (Or another member of management if he is not available).
    Explanation
    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.

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