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Questions and Answers
What is the primary goal of strategic client management in a law firm?
What is the primary goal of strategic client management in a law firm?
- To ensure all clients receive the same type of representation.
- To minimize the number of referrals.
- To increase the number of cases handled by the firm.
- To allocate resources effectively, manage caseloads, and increase positive outcomes for clients. (correct)
What does 'refer out' mean in the context of client case management?
What does 'refer out' mean in the context of client case management?
- Managing the case internally with additional resources.
- Dropping a case due to lack of evidence.
- Transferring a client's case to another attorney or law firm with specific expertise or resources. (correct)
- Closing the case permanently.
Who presents the case to the CRC or manager for approval before a referral?
Who presents the case to the CRC or manager for approval before a referral?
- The referral specialist.
- The client.
- The Drops department.
- The case manager and the medical doctor. (correct)
List two criteria that might lead to a case being referred out.
List two criteria that might lead to a case being referred out.
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What are the steps involved in the referral process after the case is approved for referral?
What are the steps involved in the referral process after the case is approved for referral?
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Give an example of a situation where a case might be dropped.
Give an example of a situation where a case might be dropped.
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What should be done if there are unresolved issues in a case before deciding to drop it?
What should be done if there are unresolved issues in a case before deciding to drop it?
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What is the role of communication in managing referrals and drops?
What is the role of communication in managing referrals and drops?
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Why is documentation important in the referral and drop process?
Why is documentation important in the referral and drop process?
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Which of the following is a step in the drop process?
Which of the following is a step in the drop process?
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