Curriculum
Intake Onboarding - step 2
DAY 1 MORNING - Orientation, Tools, and Resources
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Client Intake Introduction to Essential Tools and Resources
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Client Intake Sharepoint WalkthroughThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Clio Grow for Client Intake: A Deeper DiveThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Booking a Consult Master Sheet (BACMS): Overview & FamiliarizationThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Dialpad For Client Intake Day to Day UseThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Understanding the Daily Task List & Consult Tally FormThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Reception: A Conceptual & Mechanical OverviewThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Accessing 'office@' email inboxThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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Practice: Accessing 'office@' Email InboxThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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The PC Call Experience: Understanding Client Intake & Your RoleThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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How We Talk About Pricing – Video TrainingThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
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How We Talk About Pricing – Knowledge CheckThis lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.
LUNCH BREAK
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DAY 1 AFTERNOON - Reception and Consult Scheduling
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DAY 2 - MORNING
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