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Paralegal Blueprint Draft Notes

I. Is this a Redraft of the Blueprint?

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II. Notes For The Attorney

Attorney Notes Section

Specific Client Comments or Goals they want the Attorney to know before the BP Consult.

Notes From the Sales Call

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BP Questionnaire Upload Area

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BP PDF Upload Area

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BP PowerPoint Upload Area

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BP Review | Other Documents

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III. Blueprint Assignment

For simple blueprint set ups, please direct the clients to get started with the paralegals. For more complicated BP structures and Clients that hold a professional license, please direct them to the Attorney.

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IV. Client Information

Please confirm the email, first name and last name match the client data from the BLUEPRINT record.

Full Name From Blueprint Record (Client 1 Full Name Field)

Email from Blueprint Record (Client 1 Email Test Field)

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