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Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
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Maintain detailed records of client intake interactions and follow-up promptly on any outstanding issues or inquiries to keep clients informed and engaged. What is intake software? We are now using an automatic intake form, video-conferencing through GoToMeeting for our consultations, and e-sign with our rep.
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