Handling Leads Who Have Spoken to Multiple Attorneys (11/1/2025)
Written by Rommel Dsouza
Updated at April 25th, 2025
Table of Contents
Handling Leads Who Have Spoken to Multiple Attorneys
When a lead mentions they have spoken to or worked with multiple attorneys, agents are required to ask follow-up questions effectively to determine the lead’s current legal standing. Below is the step-by-step process for handling such scenarios:
1. Confirm Legal Agreements:
Ask the lead the following questions clearly and concisely:
•Signed Agreements:
“Out of the attorneys you have spoken to or worked with, did you sign a contract or any legal agreement with any of them?”
•Verbal Agreements:
If the lead answers no to the signed agreement, ask:
“Did you have any kind of verbal agreement with any of these attorneys that they would work on your case?”
2. If the Lead Answered Yes
If the lead confirms they had a signed contract or verbal agreement with any attorney, proceed with the following steps:
1. Reason for Discontinuation:
Ask the lead:
“Why are you no longer working with this/these attorney(s)?”
Select the appropriate reason on the connector based on the lead's response.
2. Disengagement Letter:
•Ask if they have a disengagement letter:
“Do you have a disengagement letter from the attorney?”
• Follow the disengagement letter policy:
•If the lead has a disengagement letter: You can proceed with the case.
•If the lead does not have a disengagement letter: You cannot proceed with the case.
3. If the Lead Answered No
If the lead confirms they did not have any signed contracts, legal agreements, or verbal agreements with the attorneys, then you can proceed with the lead’s case.
Key Points to Remember
•Always ask follow-up questions in a structured and professional manner.
•Ensure that the reason for not working with the previous attorney is always verified, along with the status of the disengagement letter and the selection for the same should always be made on the connector page
•Adhere to the disengagement letter policy strictly before proceeding with the case.