Assesses financial risk
Analysis compiled and recommendations
Acquire personal and business information
Client intake is one of the most important steps in the Revenue Cycle and is critical to assessing risk. We utilize experienced attorneys to manage the process for new clients, as well as new matters for existing clients overseeing every detail with regard to Matter Memo, bill groups, rates, insurance, legal documentation, engagement letters, and other tasks enabling the team to acquire personal and business information needed to open new matters in the billing system.
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