Associate Module 1: Diligence

In this first step, we collect your personal and professional information for diligence purposes.  There are 4 tasks in this Module, the last being your request to receive your Offer Letter and affiliated Administrative Agreements.

Task 1 is downloading and completing the Client & Matter Spreadsheet, which can be found under the Materials tab above as well clicking the Task itself.  From this document, we will 1. run critical conflicts and 2. use it to set up your client matters. Note: if you do not have any matters of your own to open and do not need any critical conflicts run, please mark this task complete and move to task 2.

Task 2 is complete the Associate Questionnaire (“AQ”). Some of the Associates joining Practus have books of business, and others do not. Please fill out all the questions that relate to you and your circumstance. It is ok to leave some items blank if they don’t apply.

TIP: You must hit the “save and continue later” bar at the bottom of the screen in the AQ to save your work. If you step away and don’t push “save and continue later”, you may be timed out and lose your work.

Task 3 is simply submitting two Professional References & authorizing a Background Check. Once Tasks 1 – 3 are complete, you will receive your Offer Letter and other Administrative Agreements (yay!) to review and sign. The remaining modules will be unlocked after all agreements are fully executed. Then you will book your onboarding call with Tracey Watson and will be off to the races!

As always, reach out with any questions. We are here to help!