📋 Streamlining Success: Updated New Client Intake Form Is Here! 📋
We’re excited to roll out our updated New Client Intake Form, designed to make onboarding smoother and faster.
This updated form helps us gather key information right from the start. It reduces delays when setting up new clients, initiating jobs, and retrieving client information. This form ensures we start with clarity, efficiency, and can easily be emailed to the client directly.
In addition to the updated New Client Intake Form, we also require this version of the form to be completed by the Partner and submitted to your iFirm Champion. This version goes into more detail and is designed to capture key information about new or potential clients. Its purpose is to support accurate onboarding and setup, client vetting and conflict checks, compliance requirements and effective internal communication.
🔍 Where to Find These Forms
These forms can be found in the iFirm Resources Page under New Client Intake Forms.
- Version to send to Clients – This form is for the client to fill out upon choosing CSS
- Version for Engagement Partners – This form is for the Partner or Manager to fill out. All fields are mandatory unless otherwise *indicated. Once completed email over to your iFirm Champion to set up.
Thanks to everyone who helped shape this update—we’re confident it’ll make a big difference.