Collect only what intake needs

You'll be able to: keep sensitive information out of intake. Every piece of information you collect is something you have to protect (Rule 4-1.6, on confidentiality). Intake is the stage where you know the least about whether you will even represent this person, so it is the stage to collect the least.

This is how the lesson opens. The full lesson and its knowledge check are in the academy, with an account.

See every lesson in Intake That Signs, Part 2: From Conflict Check to Signed