Module 3: Client Intake

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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 going to fly by.  Remember: an accurate spreadsheet will lead to a speedier onboarding and opening of your client files!