The Client Path

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WELCOME to the LEGACY Client Path Training Module!
This section covers the three different paths a client can undergo, from Short, Medium, and finally Long.
Navigate to each individual path you wish to learn more about using the side menu to the left or the flow chart below.

Interactive Overview FlowChart

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Outlined in these flowcharts are the different paths a client can take on.

Press one of the three buttons at the top of the chart to view the process flow of your choosing, or press the ‘Toggle All Views’ button to compare all flows.

Videos are provided for each step of the process – each box (indicating a step in the process) is clickable and launches a corresponding training video.

Left click within the LucidChart window to drag the view around or press any of the buttons on the lower right of the window to help you navigate.