Reception: A Conceptual & Mechanical Overview

Curriculum

Course: Intake Onboarding

Login

Curriculum

Intake Onboarding

DAY 1 MORNING - Orientation, Tools, and Resources

0/12

Client Intake Introduction to Essential Tools and Resources

7:31
Client Intake Sharepoint Walkthrough

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

6:43

Preview
Clio Grow for Client Intake: A Deeper Dive

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

13:02

Preview
Booking a Consult Master Sheet (BACMS): Overview & Familiarization

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

15:35

Preview
Dialpad For Client Intake Day to Day Use

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

6:09

Preview
Understanding the Daily Task List & Consult Tally Form

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

6:07

Preview
Reception: A Conceptual & Mechanical Overview

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

12:23

Preview
Accessing 'office@' email inbox

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

1:49

Preview
Practice: Accessing 'office@' Email Inbox

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

1:49

Preview
The PC Call Experience: Understanding Client Intake & Your Role

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

15:00

Preview
How We Talk About Pricing – Video Training

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

4:14

Preview
How We Talk About Pricing – Knowledge Check

This lesson is locked because you haven't completed the previous one yet. Finish the previous lesson to unlock this one.

5 questions

LUNCH BREAK

0/0

DAY 1 AFTERNOON - Reception and Consult Scheduling

0/20

DAY 2 - MORNING

0/12

LUNCH BREAK

0/0

0/0

0/0