An engagement checklist for when practitioners are considering taking on a client. It covers consideration of ethical, work-related and commercial risks.
![Ic checklists 2x](/imager/main/icons/12187/ic-checklists@2x_fe9fa18b782ae0d0556203c5b3707b4b.png)
Client intake checklist.pdf
Includes:
- Ethics
- Work/matter questions
- Commercial risks and,
- Decision-making
Client Intake Checklist.docx
Includes:
- Ethics
- Work/matter questions
- Commercial risks and,
- Decision-making