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CLIENT INTAKE FORM

  • Using the spaces below, please describe what you hope to achieve through this project, what internal resources you have available to assist with this project (i.e., there may be information we require, records to review, scheduling assistance, etc.), tell us about your desired timeline for this project – is there a non-negotiable deadline? Finally, please feel free to list any specific questions you have for us.
  • Depending on the project scope and total cost, a deposit of 50% may be required.