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Create client fact-find and meeting links for advisers before initial appointment

Create client fact-find and meeting links for advisers before initial appointment

Your booked client appointments arrive without completed intake forms, causing delayed advice prep and missed billable time. Advisers get ready-to-share fact-find and meeting-note links so clients complete records before the appointment.

Create client fact-find and meeting links for advisers before initial appointment

Create client fact-find and meeting links for advisers before initial appointment