Practice Launch Accelerator
Get your practice compliant, organised and ready for clients, in a program designed to run over about 30 days.
- Compliance infrastructureOne-on-one guidance on the systems the Code of Conduct expects: a clients' account and ledger for fees paid in advance, record-keeping and file notes, and getting your professional indemnity insurance in place.
- Client intake that worksA client onboarding process built around your practice: an initial consultation framework, a Service Agreement that sets out services and fees the way the Code requires, and when and how to give clients the Consumer Guide.
- Tech and portal walkthroughsScreen-share sessions on ImmiAccount, LEGENDcom searches that find the right law and policy quickly, and keeping client data secure.
The result: You leave with a working setup: ledgers, agreements, intake process and portal workflows you can use on your next client.
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