Handy, Useful, Prompted
The handy Case Reports provide a snapshot of the key information about your client and the case to date.
The Case Summary is particularly useful for client meetings, as it provides an overview of the case including the client’s key details and all their life and lifestyle objectives.
Questionnaire results can also be included as well as any product assumptions and design levers.
Paraplanners can include prompts for any questions that require input from the client and any points of note that may be useful to the planner or adviser.
