Clients
Questionnaire
- Client Questionnaire Walk Through
- Questionnaire Overview
- Sending the Questionnaire
- Sending the Questionnaire to Spouse Clients
- Resending the Questionnaire
- Accessing the Questionnaire
People
- Edit a Client's Profile Information
- Add a Family Member to the Family Tree
- Edit a Family Member's Information
- Nicknames for Family Members and Other Individuals
- Indicate if a Family Member has a Special Circumstance
- Indicate if a Client has a Marriage, Cohabitation, Separation or Divorce Agreement