Course 7: Use of Intake Criteria and Qualifying Questions – Exam

 1. Identify the basic qualifying questions you should ask a PNC. (Remember that if your law firm combines Level 1 and Level 2, you will need to perform both tasks.) At Level 1 you should do which of the following? Check all that apply.

  1. Find out their mother’s maiden name
  2. Get basic contact information
  3. Ask them to tell their whole story
  4. Ask qualifying questions

 

2.  The only time the CRITERIA will change for a specific case will be if the litigation changes.  True or False?

3.  The BEST reason for asking qualifying questions is to determine which of the following?

  1. Personal choices about proceeding with the claim
  2. Case claims
  3. Case viability
  4. Their contact information

 

4.  The PRIMARY purpose of qualifying questions is to eliminate unqualified clients.  True or False?

5.  Intake criteria determine the parameters of:

    1. A possible claim
    2. A winnable claim
    3. The number of claims I need to get each day
    4. A claim for another firm

6.  What are some potential problems that could result from a failure to weed out an unqualified PNC? Check all that apply.

    1. A potential lawsuit for your firm
    2. Poor results in your goals
    3. Bad feelings and confusion on the part of the PNC
    4. Extra work for people downstream in the process
    5. A loss of phone privileges
    6. Conflicts with other Intake Specialists

7.  Select ALL the responses that could be obtained from a contact information question.

    1. The phone number is (506) 555-8704
    2. I took drug “XYZ”
    3. The accident was at the corner of Main St and Elm St.
    4. The email address is happypappy@yahoo.com
    5. I had to go to the hospital
    6. The city is Dallas, Texas

 

8.  Select ALL the responses that could be obtained from a qualifying question.

    1. The accident happened on January 10, 2016
    2. My name is John Smith
    3. I had to have surgery because of that drug
    4. 3221 N. Grover St.
    5. (555) 213-3406
    6. The police came to the scene of the accident
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