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Case Management Flashcards

7 cards from real CDC practice questions. Tap to flip, then mark Knew It or Still Learning โ€” missed cards come back until you master them.

Read the first 7 Case Management flashcards as text
  1. During intake, a new client reveals she is afraid her spouse will physically harm her when she announces the divorce. What should the divorce coach do first?

    Answer: Prioritize safety planning and refer her to domestic violence resources

    Safety concerns take priority over all other case management tasks and require referral to qualified domestic violence resources.

  2. Which document best defines the scope, fees, confidentiality limits, and the non-legal nature of a divorce coaching engagement?

    Answer: A written coaching agreement

    The coaching agreement sets expectations, boundaries, and the coach's role at the start of the case.

  3. A client asks the coach to tell her whether she should accept her spouse's settlement offer on the house. What is the most appropriate response?

    Answer: Help her clarify her priorities and questions to bring to her attorney

    Divorce coaches support decision-making but do not give legal advice on settlement terms.

  4. What is the primary purpose of maintaining a case timeline for each divorce coaching client?

    Answer: To track key legal, financial, and personal deadlines so the client can prepare in advance

    A case timeline helps the client stay organized and prepared for upcoming milestones such as hearings and document deadlines.

  5. A coach notices a client repeatedly misses document deadlines set by her attorney. Which case management action is most appropriate?

    Answer: Explore barriers with the client and build an accountability plan with smaller action steps

    Coaches help clients overcome obstacles and create accountability rather than doing the work for them.

  6. Which of the following is generally considered outside the scope of a divorce coach's case management role?

    Answer: Drafting the marital settlement agreement

    Drafting legal agreements is legal work reserved for attorneys.

  7. When a client signs a release allowing the coach to communicate with her attorney, what should the coach confirm?

    Answer: The specific information and persons covered by the release

    A release should clearly specify what may be shared and with whom, and the coach should stay within it.