Gather what you have. A complete file is not required for first contact. Checkmarks stay on this page and are not sent to the firm.
Before sharing documents
Keep originals in a client-specific folder and use copies for notes. Do not post contracts, account numbers, signing links, Social Security numbers, or identity documents in a public form. Ask intake for the approved secure collection method. Do not delay contacting the team merely because a company has not supplied every record.
