Glossary
Glossary: Tallyn
Plain definitions of the terms Tallyn's buyers search for.
Client onboardingClient onboarding is the steps between a client saying yes and the work starting: collecting answers, documents and access. What it includes and where it stalls.Client intake formA client intake form collects the facts and documents a professional firm needs from a new client before work starts. What to put in one, and how it differs from a form builder.