Document Preparation Specialists Starter Kit Companion
Set up, organize, track, and review the documents in the document preparation specialists Starter Kit.
Follow the included documents in order, personalize the reusable masters, organize each client folder, and track preparation, use, and filing.
- Document Preparation Services Agreement
- Document Preparation Intake Form
- Document Formatting & Production Plan
- Source Material Use Authorization
- Client Content & Service Limitations
- Document Preparation Quality Checklist
- Document Review & Delivery Record
- Document Content & Revision Issue Report
- Document Preparation Service Estimate & Quote
- Document Preparation Client Invoice