Client Intake Onboarding

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About Us
What We Do
Industries We Serve
- Legal
- Medical
- Landscaping
- Roofing
Resources
- Articles
- eBooks
Contact Us

About Us
What We Do
Industries We Serve
- Legal
- Medical
- Landscaping
- Roofing
Resources
- Articles
- eBooks
Contact Us

252-814-6001

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Client Intake Onboarding

Digital Presence Form

This form is designed to ensure that we have all the necessary information to initiate call scheduling and form submission in accordance with your specific requirements.

Date(Required)

MM slash DD slash YYYY

Email(Required)

Business Name(Required)

Current Telco Provider(Required)

CallRail

Five9

Nextiva

Other (Please Specify)

Name of Telco Provider(Required)

Types of Cases Accepted(Required)

Service Areas(Required)

Please list the areas you serve, each in their own field.

Office Location(s)(Required)

Please enter the full address of your office/branch location(s).

Contacts for Intake / Retainer(Required)

Name

Phone

Email

Client Contacts for Forms(Required)

Name

Email

Department

Workflow(Required)

Please provide an outline, step-by-step instruction set for the desired workflow for the intake center.

Questions / Concerns

If you have any additional questions, please feel free to ask them here.

Credibility You Can Count On

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Our Location

101 N. Main St. Unit 700
Greenville, SC 29601
864-777-0899
leads@everconvert.com

Industries We Serve

Legal
Medical
Dental
Trade Services

About Us
What We Do
Industries We Serve
- Legal
- Medical
- Landscaping
- Roofing
Resources
- Articles
- eBooks
Contact Us

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First Name

Last Name

Email

Phone

Website

Best Time to Call

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