Course 8
Client Intake and Case Administration
Gather neutral facts, record accurate messages and maintain reliable matter files under attorney direction.
What you'll learn
- Intake Questions, Conflicts and Representation
- Source-Linked Timelines and File Administration
- Calls, Scheduling and Professional Follow-Up
- Urgent Issues, Escalation and Closing Checks
Module 1
Intake Questions, Conflicts and Representation / Source-Linked Timelines and File Administration
- Intake Questions, Conflicts and Representation20 min
- Source-Linked Timelines and File Administration20 min
- Module 1 Knowledge Assessment
Module 2
Calls, Scheduling and Professional Follow-Up / Urgent Issues, Escalation and Closing Checks
- Calls, Scheduling and Professional Follow-Up20 min
- Urgent Issues, Escalation and Closing Checks20 min
- Module 2 Knowledge Assessment
Practical assignment
Harper Intake and Administration File
Graded by an instructor against a published rubric.