What is Initial Client Consultation and Interview Form?
The Initial Client Consultation and Interview is a fillable form in MS Word extension that should be submitted to the specific address to provide certain info. It must be filled-out and signed, which can be done manually in hard copy, or with the help of a certain solution e. g. PDFfiller. This tool lets you fill out any PDF or Word document directly from your browser (no software requred), customize it according to your needs and put a legally-binding electronic signature. Right away after completion, the user can send the Initial Client Consultation and Interview to the relevant person, or multiple individuals via email or fax. The template is printable too thanks to PDFfiller feature and options presented for printing out adjustment. Both in digital and in hard copy, your form will have got organized and professional outlook. Also you can turn it into a template for further use, without creating a new document over and over. All that needed is to customize the ready template.
Initial Client Consultation and Interview template instructions
Before start filling out Initial Client Consultation and Interview Word template, make sure that you have prepared enough of information required. It is a mandatory part, because errors can bring unpleasant consequences from re-submission of the whole blank and completing with deadlines missed and even penalties. You should be especially careful when working with digits. At first glimpse, you might think of it as to be uncomplicated. However, it's easy to make a mistake. Some use some sort of a lifehack saving everything in a separate file or a record book and then add it into documents' sample. Nonetheless, try to make all efforts and provide actual and solid data with your Initial Client Consultation and Interview word template, and check it twice during the process of filling out the required fields. If you find a mistake, you can easily make amends while using PDFfiller editing tool without missing deadlines.
Frequently asked questions about Initial Client Consultation and Interview template
1. I need to fill out the file with very sensitive information. Shall I use online solutions to do that, or it's not that safe?
Tools working with sensitive info (even intel one) like PDFfiller do care about you to be confident about how secure your files are. They include the following features:
- Private cloud storage where all files are kept protected with encryption. This way you can be sure nobody would have got access to your personal files but yourself. Disclosure of the information is strictly prohibited.
- To prevent identity stealing, each file gets its unique ID number upon signing.
- Users can use extra security features. They're able to set authentication for readers, for example, request a photo or password. PDFfiller also provides specific folders where you can put your Initial Client Consultation and Interview word form and secure them with a password.
2. Is electronic signature legal?
Yes, it is absolutely legal. After ESIGN Act concluded in 2000, a digital signature is considered legal, just like physical one is. You can fill out a document and sign it, and to official establishments it will be the same as if you signed a hard copy with pen, old-fashioned. You can use electronic signature with whatever form you like, including word form Initial Client Consultation and Interview. Make sure that it fits to all legal requirements like PDFfiller does.
3. I have a sheet with some of required information all set. Can I use it with this form somehow?
In PDFfiller, there is a feature called Fill in Bulk. It helps to make an extraction of data from writable document to the online template. The key advantage of this feature is that you can excerpt information from the Excel spreadsheet and move it to the document that you’re submitting with PDFfiller.
