Build the note
Use a generic label such as partner, agency, or client_note. Do not enter private client names, emails, case IDs, or business identifiers.
Partner utility
Create a short client handoff note that points to the right free guide, worksheet, and paid pack link. The builder runs in the browser and does not transmit form input.
Use a generic label such as partner, agency, or client_note. Do not enter private client names, emails, case IDs, or business identifiers.
Review the note before sending. It is preparation guidance, not a filing service or outcome promise.
If the client needs platform support, attorney guidance, eligibility advice, or someone to submit on their behalf, route them to hands-on help instead.