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Conditional Logic in Organizers and Intake Forms: A More Intuitive Way of Obtaining Client Information

Conditional Logic in Organizers and Intake Forms: A More Intuitive Way of Obtaining Client Information
1 Min

Every firm needs a mechanism to obtain information from their clients, both new and returning.

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Use Case

Conditional Logic in Organizers and Intake Forms: A More Intuitive Way of Obtaining Client Information

Every firm needs a mechanism to obtain information from their clients, both new and returning.

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