Does PlanPrep provide advice or case assistance before a client engagement?
Absolutely. You may find it beneficial to discuss a case with PlanPrep before you approach the client to better understand the information you need to gather and the questions to ask in your discovery meeting. After you meet with the client, simply fax or upload the relevant PlanPrep fact finders and client data with copies of any notes you have taken. We will evaluate the case and give written guidance for you to provide the next steps and recommendations.
