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What to when an ALSI client calls. |
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Follow
these steps when contacted by an ALSI plan member: |
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First
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If the case is
of interest to you, schedule an initial consultation with the client. |
| Second |
During the
consultation, determine what course of action is needed to assist the
client. Inform the client that you need to discuss the case with ALSI
before quoting a fee. |
| Third |
Contact ALSI
to determine the appropriate amount of complimentary time based not only
on the case but the member's plan type. |
| Fourth |
Contact the
client and provide the appropriate retainer or fee information. |
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NOTES: |
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NEVER
quote a fee until you discuss the matter with
ALSI. |
|

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Not all ALSI
plan members have the same plan which results in different levels of free
time. |
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