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Module 3: Client Intake

factor1admin | January 25, 2022

WE ARE IN THE HOME STRETCH! Your task load for this module may feel light, but these are some of the most crucial steps to complete prior to your first day, to ensure a smooth start, and first paycheck. If you have been keeping up with your Client / Matter Intake Spreadsheet, then this is…

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Module 2: Personnel Intake

factor1admin | January 25, 2022

In this module, we will officially get you onto the Practus software and systems. By the end, you will be fully operational with regard to your email, Microsoft Office, document management, and access to our Intranet. Our goal is to help the setup of and transition to your virtual office feel as seamless as possible.

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Module 1: Diligence

factor1admin | January 21, 2022

In this crucial first step, we are going to complete your personal and professional information intake for diligence purposes via our Lateral Partner Questionnaire (“LPQ”). It feels like a lot of information, but should go by pretty quickly. In this form, you will be asked to upload the first pass of your Existing Client &…

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