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What information is required for us to collect from the client in order to meet your terms of service?
What information is required for us to collect from the client in order to meet your terms of service?

What are the required fields on the intake form?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

There are no required information aside from a client's first and last names. Network Administrators may make other certain fields required as this is their discretion.

However, a signature is required (ROI) from that client that they are aware that any information that you get is being shared with others (if working with other agencies).

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