Client Intake Onboarding

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)
Current 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
 
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.
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