Client intake assistant

Open tasks

1. Send the revised intake order form1 day late

   Task · Jordan · Marcus Bell · Client intake assistant
2. Draft the conflict-check questionsDue in 3 days

   Theo will review.

   Task · Casey · Theo Lindgren · Client intake assistant

History

1. Pricing questions from InesOct 28, 09:12

   Asked whether hosting is included and who owns the data. Answered: yes, and they do.

   Email · Jordan · Ines Moreau · Client intake assistant
2. Intake walkthrough with MarcusOct 20, 10:00

   Current form asks 40 questions. Wants it down to what an attorney needs on the first call.

   Meeting · Jordan · Marcus Bell · Client intake assistant