Staff Module 3: Client Intake

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WE ARE IN THE HOME STRETCH!

In this last module you will book your onboarding call with the Accounting Team and learn about our Practice Management System (ProLaw) and how timekeeping works. You will also learn about conflicts and new matter set up and client intake. 

Note: If you are bringing clients with you, you will need to upload the final version of your Client Matter Spreadsheet before booking your call with Accounting. If you don’t have clients of your own, move forward with booking your call with Sandy Haislet and team! 

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