Suggested Documentation Best Practices

Here’s what it covers:

• Firm Procedures
• Client Intake Documentation
• Engagement, Non-Engagement, and Disengagement “Do’s and Don’ts”
• Conflicts of Interest Documentation and Procedures
• Conflicts of Interest Systems
• Conflicts of Interest Waivers (Informed Consent) “Do’s and Don’ts”
• Documentation Practices

Get the Suggested Documentation Best Practices checklist by completing the form on this page, and minimize human error in your firm.