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    Janis Donnelly-Coode
    Nov 29, 2020
      ·  Edited: Nov 29, 2020

    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 -

    Client intake questionnaire - upgrade to dashboard - solicitor
    .pdf
    Download PDF • 1.41MB





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

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