Module 3: Client Intake

WE ARE IN THE HOME STRETCH!

These are some of the most critical steps to complete prior to your first day, and will ensure a smooth start as we set up each of your client matters in our system. Prior to your Onboarding call with the Accounting Team, you will need to upload your final Client & Matter Spreadsheet.  

Note: if anything new has been added to your spreadsheet after initial conflicts were completed in Module 1, please make a note of what is new so we can run them through our system one more time. Remember: an accurate spreadsheet will lead to a speedier onboarding and opening of your client files!