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3 comments

  • Jill K. Davis

    Hi Karen - I'm a newbie too.  I don't send any paperwork until the client and I have agreed to work together.  Since it is not a session, I don't believe consents would be necessary.  I had done a search because I had the same question.  I just make it clear at the start of the call that I don't want specifics, this is just a conversation to determine if we are a good fit.

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  • Ronda Garrigan

    I agree. This is what I do as well

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  • Robin Andersen

    Hi Karen, I had my first free consultation yesterday! I ended up sending the demographics form because it gave me an opportunity to verify their location and insurance benefits before we met. I didn't send anything else, as they're not a client yet.

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