Client Substantiation File videos

Transcripts for our Client Substantiation File videos.

Client Substantiation File: Introduction

Transcript of a video of Stuart Cormack introducing our Client Substantiation File.

Client Substantiation File: Templates and checklists

Transcript of a video of Stuart Cormack describing the templates and checklists in our Client Substantiation File.

Client Substantiation File: Information requests and questionnaires

Transcript of a video of Stuart Cormack describing the information requests and questionnaires in our Client Substantiation File.

Client Substantiation File: Examples (fraud and using an expert)

Transcript of a video of Stuart Cormack describing two sections in our Client Substantiation File on fraud and using an expert.

Client Substantiation File: Conclusion

Transcript of a video of Stuart Cormack talking about our Client Substantiation File.