Identifying Indirect Cues of Attorney Representation

Overview:

Sometimes, leads might provide indirect clues indicating that they have spoken to or worked with an attorney. These subtle cues require you to ask follow-up questions to verify their legal situation.

Examples of Indirect Cues:

1. "I haven’t spoken to them in a while."

2. "They didn’t do much for me."

3. "Someone else is handling it."

4. "I signed some papers a while back."

5. "I’ve already received legal advice."

6. "I was told not to discuss the case."

7. "We’ve been working on the case."

8. "My lawyer handled this for a bit."

9. "They were managing things before."

10. "I had someone helping with the case."

11. "I’ve already gone through the legal process."

12. "They told me what steps to take."

13. "I’ve dealt with this through my attorney."

14. "I’m not in touch with them anymore."

15. "I’ve consulted with legal professionals."

Follow-Up Questions for Clarification:

1. Legal Agreement:

   - "Did you sign a contract with the attorney?"

   - "Did you give a verbal agreement to any attorney to work on your case?"

   - "Did the attorney send you any paperwork or documents stating that they will be working your case?"

(If the lead says “Yes”, continue with the follow up questions. If the lead says “No”, you can continue without asking the further follow up questions)

2. Reason for No Longer Working with the Attorney:

   - "May I know the reason why are you no longer working with that attorney?"

   - "Can you explain why you’re not currently in touch with your previous lawyer?"

3. Disengagement Letter:

   - "Did you receive a disengagement letter from the attorney?"

Final Steps:

1. No Signed Contract or Agreement:

   If the lead didn’t sign any contract, give verbal consent, or receive legal documentation, they may still qualify for legal support.

2. Signed Contract or Agreement:

   If the lead confirms they signed a contract, check if they have a disengagement letter.Without a disengagement letter you cannot proceed with submitting the lead'

(Note :It is okay to proceed with a call if the lead says that they don't have the letter of disengagement yet, but it's on its way.)

3. Reason for Not Working with Previous Attorney:

Always ensure you ask why the lead stopped working with the attorney, as this is critical in determining if they qualify for further legal support.

By carefully listening to both direct and indirect cues from the lead and asking the necessary follow-up questions, you can accurately determine if they qualify for legal support. Ensure you probe thoroughly in each case and make all selections based on responses provided by the lead before moving forward.