Client intake
Instructions

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For your intake you will -
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Create a matter - more info
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Send the questionnaire to the party - more info
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Send the party instructions regarding how to complete the questionnaire (if you think they need help) - more info
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Once the party has completed the questionnaire, upgrade to the dashboard to review the information and prepare for the Pre-FDR Property Session - more info
Here are some instructions to help you with each of those steps.
Next steps
Now that the client has completed the questionnaire you can move on to your Pre - FDR Property Session. To find the instructions for that step click on the button below. Alternatively you can go back to the Index.

Join our Facebook Group
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