Client Intake & Communication (With Call Handling and Client Screening)
$20.00
All Relevant Information is Sourced With Call Handling and Client Screening
Description
Expectation
• All Relevant Information is Sourced With Call Handling and Client Screening
Deliverables
• Intake call handling
• Client screening & conflict checks
• Retainer dispatch & e-sign tracking
• CRM case creation & data entry
Turnaround Time
-
Within 24 hours of new lead



Reviews
There are no reviews yet.