Engagement Process

Meet with Principal taking leave or his/her Partner.

Gain an understanding of the nature of the Principal’s client base, level of fees, staffing and other relevant practice associated matters.

Identify key priorities and objectives.

Agree scope of work including full service offering or as required.

Confirm Principal’s PI and relevant insurances in place.

Ensure Principal accreditations are current.

Agree engagement fee including start and finish dates.

Obtain sign off to proceed as agreed.

Our goal is to give your client’s the best personal and professional service while you’re out of town.

We want you to have peace of mind to take a break with the confidence that your clients’ needs are well looked after, and that when you return, you know that your practice has been in safe hands.

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