Your Intake Packet is your "Services Agreement" with your clients. It is probably the most important defensive document in your practice. In this video, Kathleen Mills will review her intake packet with you and discuss additional forms she includes. This review will give you plenty of ideas for the customization of your own packet as well as enhancements you may wish to consider for your existing documents. Kathleen is available for a free, 30-minute consult by scheduling time here, or for a longer session, go here! Her recommended attorney, John Mongogna, can be reached here. Tell him, "Kathleen sent ya."
|Module 1||Course: Whats in Your Intake Packet?|
|Lesson 1||Whats in Your Intake Packet?|
|Module 2||Feedback Form and CE Certificate|
|Lesson 1||Feedback Form|