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Questions and Answers
You’ve completed a complex phone call with an expert who provided detailed insights into potential weaknesses in the case. Which of the following steps is NOT aligned with best practices for documenting this call?
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When running weekly task reports in Filevine, you see that some tasks have been marked as “Pending” for over two weeks. What should be your course of action?
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TRUE or FALSE: You should always run at least a weekly report in Filevine to track tasks, identify pending items, and follow up on any overdue tasks.
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How does bringing case management “back to basics” help with strategic planning in high-value cases?
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Which best practice is highlighted for closing a task within Filevine?
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Why is it essential for case handlers to “bring it back to basics” in case management?
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