s Download Client & Matter Spreadsheet and Complete – Join Practus LLP

Download Client & Matter Spreadsheet and Complete

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. If you do have matters you are porting over, follow the instructions below: 

In the Materials tab you will find the Client & Matter Spreadsheet as well as instructions on how to fill it out. Download this to your computer and keep ONE working copy throughout your onboarding.  We will use this in this module to run your ‘critical conflicts’ process.  You will see these fields color coded in the header of the document.

This first pass will be submitted in the next task, your Diligence Questionnaire, and takes the longest amount of time to complete. We recommend you start this immediately. Reach out to Tracey with any questions.