StartNew attorney in CRM or BGE task assigned
EndBar result documented; lead qualified or held
TeamSubmissions / BGE Analysts
FrequencyEvery new submission or BGE trigger
Key SystemUSClaims CRM · Lawyer Legion
Blueprint 1 · Case Receipt & Attorney Intake Check Process Blueprint
1.1
Submission Received
New case submission arrives from USC AE or 5 Star partner. BGE task is assigned to analyst in CRM queue.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: AE / 5 Star Partner
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1.2
CRM Duplicate Check
Search CRM for existing attorney record. Check for misspellings, name variations, and typographical errors to prevent duplicate contacts.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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1.3
ABS Threshold Decision
Determine if ABS is required: New attorney = always perform. Existing attorney = check last verification date. If less than 150 days ago, system auto-processes; no action needed.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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1.4
New Contact Creation (If New)
Create new attorney contact in CRM with: Full Name, Law Firm, Address, Email, Phone, and Law Firm Website. All required fields must be populated.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
Blueprint 2 · State Bar Search & Verification Process Blueprint
2.1
Identify Attorney's State Bar
Open attorney's CRM profile. Navigate to Attorney Profile tab. Use Law Firm Details to confirm the US state for the bar search. Reference Lawyer Legion state directory.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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2.2
Execute State Bar Search
Run attorney name through the appropriate state bar directory via Lawyer Legion. Note: NH, OK, SD, and VA require a phone call to the licensing agency.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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2.3
Cross-Match Verification Updated
Match attorney name, law firm, address, phone, and email against CRM and submission data. If discrepancy exists: use submission email as source of truth. Email rule: always use the firm email from the submitter or CRM — not a personal email from the bar search. Personal email is only used if no firm email exists.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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2.4
Save PDF Result (Issues Only) Updated
If bar search returns issues (delinquency, disciplinary actions, or status concerns): print result to PDF (Ctrl+P → Save as PDF). Name file: "Attorney Bar Search - [First Name] [Last Name]". Do not save screenshots — PDF only. If search is clean (active, no issues): skip PDF save and proceed to CRM update.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
📋 See Also: Level 4 Reference — State Bar Directory: All 50 States, DC & Territories
Blueprint 3 · CRM Documentation & Status Update Process Blueprint
3.1
Upload PDF to CRM (Issues Only) Updated
Only if bar search returned issues: navigate to attorney contact → Documents tab. Click Upload → Choose File. Set "Overwrite existing files" to NO before clicking OK. If search was clean: skip this step — no PDF upload required.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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3.2
Update Bar Results Fields
In Contact Information tab: set Bar Results (Active/Active with Disciplinary History), Bar Search Completed = today's date, Bar Issues = YES/NO. Bar Search Analyst auto-populates. CRM update is required for every search regardless of outcome.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
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3.3
Handle Mismatches (If Applicable)
Law firm mismatch: cross-reference firm website or call firm. Name variation: check Parties section for active deal — if active deal exists, no name change - email servicing to make the edits. If no active deal, update CRM and add previous name to Additional Names field.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: Servicing Team
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3.4
Save Record
Click SAVE after all fields are completed. If a PDF was uploaded (issues found), confirm it is in Documents tab. Confirm Bar Search Analyst field auto-populated correctly. System will notify Servicing team automatically upon field completion.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: N/A
Blueprint 4 · Outcome Decision & Escalation Handling Process Blueprint
4.1
Active Attorney — Proceed
If attorney is Active / Good Standing (with or without disciplinary history): analyst proceeds with lead qualification. No hold required. System auto-notifies Servicing team.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: Servicing Team
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4.2
Inactive Attorney — Hold Lead
If attorney is inactive: analyst cannot qualify the lead. Tag lead as "Waiting on Docs." Inform submitter (AE or 5 Star) they must provide an active attorney to proceed.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: Ulkar Nuriyeva
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4.3
Disciplinary Hit — Notify Team
If disciplinary status changes from NO to YES on an attorney with an active deal: email [email protected], [email protected], and [email protected] with documentation.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: Risk / Servicing
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4.4
Law Firm Change Request
If attorney is no longer with the firm on record: email [email protected] to request a law firm change. Include evidence from firm's website or phone call verification.
R: Subs/BGE Analyst | A: Ulkar Nuriyeva | C: Servicing Team
⚡
Auto-Processing Rule

If an attorney already exists in CRM and was verified less than 150 days ago, the system handles ABS automatically — no analyst action required.

📋
Submission Always Wins

In any data discrepancy between CRM and submission email, the submission email is the source of truth for cross-matching.

📄
PDF Only When Issues Found

Clean bar searches (active, no issues) require CRM notation only — no PDF save or upload. PDF must be saved and uploaded only when delinquency, disciplinary actions, or status concerns are returned. Do not save screenshots.

📧
Firm Email Always Preferred

If the bar search returns a personal email, always use the firm email from the submitter or CRM. Attorneys often register personal contact info with the bar. Use personal email only when no firm email exists.

🔴
Inactive = Hard Stop

An inactive attorney immediately halts lead qualification. The lead is tagged "Waiting on Docs" and submitter must provide a new attorney.

📞
4 States Require Phone Calls

New Hampshire, Oklahoma, South Dakota, and Virginia do not support online-only verification and require a direct call to the licensing agency.

🔔
Escalation Emails

Disciplinary hits on active deals must be emailed to servicing@, dbaggett@, and [email protected]. Firm changes go to servicing@ only.

👤
Ulkar Nuriyeva Accountable

As Client Relations and Submissions Manager, Ulkar is accountable for every step in this process. Inactive attorney notifications must CC [email protected].