How Do I See Which Clients Have Consented To The Fee Requests?

You can keep track of all fee consent requests across your client base from the Fee renewals page. This dashboard displays the clients who have provide the consent as well as the clients who have yet to provide their consent for a specific account. You can also see which clients have not yet been sent a fee consent request, and when their fee consent is due to expire. The Fee renewals page will show fee consent requests that were submitted online and submitted using the scanned Advice fee consent form. 



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