Professional Documents
Culture Documents
New Client Handbook
New Client Handbook
New Client Handbook
HANDBOOK
documents and organize them by promptly. We also need you to keep
date and identify the item in the your voicemail in operation so we can
NEW CLIENT
title. This includes extracting all easily get ahold of you. If clients do not
(2) Create a more detailed timeline your case, but we can't do it alone.
those who will speak to us, write gather the information and documents
down a list of names, emails, phone that can prove your case.
efforts.
How to Reach Us
Other important steps: Billing Policies Please utilize your client portal to message us or e-
Please set all social media accounts to is billed in six minute increments. A good
Please reach out through email with any questions. If
the most private setting, and try to post
way to reduce your bill, and save time, is you would like to speak, please email to set an
as little as possible.
to gather your thoughts into a single appointment first.
email.
Almost anyone you talk to about your
help.