Click the colored circle with big letters to open the client's contact card.

Luis Garcia
Client
 
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First Name 
Middle Name
Last Name
Prefix
Suffix
Nickname
Date of Birth  (age 30)
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Day
Year
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In the client's contact card there should be information already added by the Intake department since they are the first department to touch the case. We are just going to go over the information and add what is missing. We should get this information by talking to client, from the intake document and driver's license/ ID

Go over the client's name and confirm it's complete and spelled correctly. If we have an ID or Drivers license use it to fill the contact card. If we don't have it make sure to request a picture of the ID from the client.

Go over the Client's name and confirm it's complete and spell correctly

Date of Birth can be confirm from client's Identification, Intake document & client's call.

app.filevine.com

feedback.us.pendo.io

Use intake, driver's license, client's call to fill out the clients contact card (2-17), Defendants (18-24), & Witness (25-30).