All Practice Types – Contact Information, Map and Directions (OCF.9)
A letter to your client with your contact information and map to your program.
Early Client Decision Making Style 3 – Welcome Letter (OCF.8)
Welcome Letter Template ...I am enclosing with this letter the following worksheets in advance of your appointment: 1.Basic Client Information…
Practice Fit Determination Style 2 – Welcome Letter (OCF.7)
Welcome Letter Template ...During our telephone conversation we discussed (your Medicaid planning needs / the Medicaid planning needs for your…
Crucial Advance Planning Style 1 – Welcome Letter (OCF.6)
Welcome Letter Template ... During our telephone conversation we discussed (your Medicaid planning needs / the Medicaid planning needs for…
Before the First Client Meeting (Chapter 4)
The first contact between your law firm and the potential client must be handled correctly. If this communication is handled…