Review a client intake request

A submitted booking request is the beginning of your review process — not a command to perform the appointment exactly as the client entered it.

Open the request in **Client Intake** and review the information before approving or converting it into active work.

### Start with what the client provided

Review the requested service, appointment information, signer details, contact information, documents, and other information submitted with the request.

Clients don't always know exactly what they need.

They may select too little, too much, or the wrong service entirely. Treat the intake as information provided by the client, not as a professional determination of what the appointment requires.

### Review uploaded documents when applicable

When documents are provided for review, use them to confirm the scope of the requested appointment.

The document itself may reveal requirements the client didn't recognize when completing the intake form.

### Confirm the appointment method

Make sure the requested appointment method is appropriate for the service.

A mobile appointment and a remote online notarization may involve different requirements, logistics, and pricing even when the underlying document appears similar.

### Review the estimate and final price

The amount presented during intake is based on the information available at that point.

Before approving the request, confirm the actual services, documents, travel, witnesses, timing, complexity, or other applicable factors that affect what should be charged.

The client should receive the price that reflects the request you've actually reviewed.

### Individuals and organizations may follow different billing expectations

A request from an individual consumer may not follow the same payment workflow as work submitted through an approved business relationship.

Review the client type and applicable payment terms before confirming the appointment.

### Correct the request rather than forcing it through

If the client selected the wrong service or left out something important, update the request to reflect what is actually needed.

The purpose of manual review is to catch those differences **before** they become problems during the appointment.

Once you're satisfied that the service, scope, pricing, and appointment information are correct, the request is ready to move forward.