Client has been entered in the system.
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This form is no longer in use

Intake folders & Packets are created upon completion of the financial assessment.
If the client filled out the financial assessment, please search their email in the client drive in Google for their intake file

if you're unable to find a client's file, they may not have submitted the financial assessment Fill out the jotform that registers the clients

If that is unsuccesful, please contact Zahara for assistance