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Practice Forms

Handy tools to help you manage your risks

Dramatic changes in the economy mean that firms are taking on more risk.  Here are some tools to help you & your firm to evaluate and manage potential risk:

Project forms

Client forms

  • Client Profile Form—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.
  • Go-, No-Go Form—The investigation of the client and project, as well as the client education, should lead to a rational and strategic “yes/no” decision whether to proceed with a project—this checklist may help you to make the right decision.
  • Client Waiver Informed Consent

Office forms




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