Tag Archives: client intake form

The 713Training Team hopes that everyone has a great Memorial Day Weekend.  We receive lots of requests from VBAs and Attorneys for a Checklist that they can give their clients to make it easier for them to collect the necessary … Continue reading

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Update to Spanish Client Intake Forms

The Spanish Intake Forms have been updated. We added the 2 Page List of Documents that clients need to bring with them when they return the Client Intake Forms. This list was translated into Spanish and added to the BACK. … Continue reading

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