Moving from intake to dashboard

This post sets out how to move from the client intake questionnaire stage to the dashboard stage. Sometimes we also call this upgrading to dashboard. Please note that when you move to dashboard you are charged the per matter fee. https://www.familyproperty.com.au/post/after-the-questionnaire-is-complete

If you want a PDF of the slides in this blog post, you can find those here -

Search terms - dashboard - intake - upgrade - questionnaire - matter - spreadsheet