Client has been entered in the system.

Please login first

This form is no longer in use

Intake folders & Packets are created upon completion of the financial assessment.

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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