Layout Dashboard Streamline Icon: https://streamlinehq.com All Intakes
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Legal Scale Document Streamline Icon: https://streamlinehq.com Training

Training

Videos

Consult Walkthrough

Inviting a Client

Filling out Intake

Documentation
Google Docs Logo Streamline Icon: https://streamlinehq.com Client FAQ
Google Docs Logo Streamline Icon: https://streamlinehq.com Internal FAQ
Google Docs Logo Streamline Icon: https://streamlinehq.com Client Intake Manual
Google Docs Logo Streamline Icon: https://streamlinehq.com Internal Intake Training Manual
Google Docs Logo Streamline Icon: https://streamlinehq.com Dashboard and New Intake Assistance Training Manual
Technical Assistance

Jim Hudak
714-732-7197
jhudak@gmail.com

Duffy Wilson
714-869-6490
jduffyw@gmail.com