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BRIAN & ASSOCIATES Attorneys at Law (www.smobrian.com) Shannon smobrian.com or Marsha smobrian.com Redmond Office Redmond Town Center FOR CLC DISSOLUTION/SEPARATION MATTERS Client # CLIENT: Last Name:
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The new client initial conference is a meeting between the client and the service provider to discuss the client's needs and expectations.
The service provider or company is required to file the new client initial conference.
The new client initial conference can be filled out by documenting the discussions, agreements, and any next steps decided upon in the meeting.
The purpose of the new client initial conference is to establish a clear understanding of the client's needs and goals, and to outline the services that will be provided.
Information such as client contact details, discussion points, agreements, and any specific requirements must be reported on the new client initial conference.
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