AW Intake Portal

1. LISTEN CLOSELY to the client’s initial explanation / details.

2. EXPRESS THAT YOU ARE GLAD THEY FOUND US.

3. Ask HOW THEY FOUND US (to determine if consult fee will be waived - check referral list).

4. If no waiver, confirm that client is WILLING TO PAY $200 CONSULT FEE for a 30-minute consultation. Communicate that the assigned attorney / advocate will review all intake notes and up to 5 pages of additional information prior to the consultation.

5. If NOT WILLING TO PAY THE FEE, explain that YOU COMPLETELY UNDERSTAND and they can CALL BACK ANYTIME WITH QUESTIONS or if they CHANGE THEIR MIND. Let them know that you can email the intake link and that can complete it anytime if the change their mind.

6. If WILLING TO PAY THE FEE, ask a few basic questions to determine which category below is most appropriate.

7. Once determined, SELECT THE PRACTICE AREA BELOW to complete the intake form with the client or to copy and send them the link to complete themselves.