×

Client Profile Form & Information Checklist

Since appropriate client selection is one of the most important steps in ensuring payment for services, this form and checklist may help you to evaluate whether to proceed with a client.




You may also be interested in:

BOP’in Along in the New Economy

Those in the architecture community often equate risk with professional liability. Because of state licensing laws and the general legal treatment of professionals, liability in the performance of professional services is a significant risk. When failure to meet the standard of care for professional services harms a project stakeholder or results in injury to the…

Upcoming Webinars

Be sure to register for these invaluable upcoming AIA Trust webinars on critical risk topics—free to AIA members. Retirement Risks & Reality September 16, 2021; 12PM–1PM ET Participants will learn ways to calculate future retirement needs, decisions to make when funding a firm’s retirement plan, how to select the appropriate retirement plan for one’s firm…