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.
- Find out their mother’s maiden name
- Get basic contact information
- Ask them to tell their whole story
- 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?
- Personal choices about proceeding with the claim
- Case claims
- Case viability
- 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:
- A possible claim
- A winnable claim
- The number of claims I need to get each day
- 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.
- A potential lawsuit for your firm
- Poor results in your goals
- Bad feelings and confusion on the part of the PNC
- Extra work for people downstream in the process
- A loss of phone privileges
- Conflicts with other Intake Specialists
7. Select ALL the responses that could be obtained from a contact information question.
- The phone number is (506) 555-8704
- I took drug “XYZ”
- The accident was at the corner of Main St and Elm St.
- The email address is firstname.lastname@example.org
- I had to go to the hospital
- The city is Dallas, Texas
8. Select ALL the responses that could be obtained from a qualifying question.
- The accident happened on January 10, 2016
- My name is John Smith
- I had to have surgery because of that drug
- 3221 N. Grover St.
- (555) 213-3406
- The police came to the scene of the accident