This is presented here, not to scare anyone, but to just introduce you to a few rules
about the things that an independent Case Broker shouldn’t do as an independent Case Broker.
Let’s just call this a friendly, but important warning: If you don’t heed the following words
there could be some dire consequences and that is why we will say them
again later on in the Course.
- An independent Case Broker does not advise Applicants about their cases or
give any legal advice. This will be discussed again very soon.
- An independent Case Broker does not comment on the merits of the
case. In other words, you cannot say that you think the case is a good one or it is a loser or whatever. You
are there to introduce the concept of an advance payment to the Applicant, hear their story and input the case
information…that is all. Having said that, you, of course, are expected to evaluate the prospects of the case in the privacy of your brain in order to properly complete the case information
collection process, but you must keep your opinions to yourself.
- An independent Case Broker does not represent any lawyers in any
capacity. You cannot appear to be getting cases for any lawyers and you cannot be in contact (except socially) with
any lawyer that would want you to pursue the case on their behalf.
- An independent Case Broker never advises the Applicant to file a case or not to
file a case…that would be giving legal advice.
- And once again, your job is getting money for your Applicants, not taking it from
them. You never get paid by the Applicant (and yes, this will also be repeated again).