Three Important Papers Needed In New Client Files
If you have intake forms for new clients, no matter your business, you will need to start a client file. If you hold records for each of your clients, it is important to have a few forms inside of their record, to begin with. Record processing will be important as it will make it easier to keep your business agreements, meetings, and client arrangements clear. Here are three important papers that you need to have when you first open a record file for your client.