This series shows how each on-boarding step is completed for new Clients. Each step has a short video and you can download a New Client On-Boarding Checklist PDF to use offline to track your on-boarding progress.
In this lesson we cover how the Agreement to Mediate is sent for your review and eSignature.
In this lesson we cover how the Personal Intake Forms will be sent, completed and submitted.
In this lesson we cover how the Payment intake forms will be sent, filled out and completed.
In this lesson we cover how to activate your Client Portal, and go through an overview of how to get the most out of the system.
