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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

Client intake checklist.pdf

(PDF, 138.51 KB)

Includes:

  • Ethics
  • Work/matter questions
  • Commercial risks and,
  • Decision-making
Download Client intake checklist.pdf

Client Intake Checklist.docx

(DOCX, 811.85 KB)

Includes:

  • Ethics
  • Work/matter questions
  • Commercial risks and,
  • Decision-making
Download Client Intake Checklist.docx
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