Intake Questionnaires (XpressDox) - Entity Formation, Trademarks & Reg D Filings

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• Firm Policies Applicable to Client Securities and Bonds and Real Estate Transactions 08.17.23

  The attached policies are applicable to Client Securities and Bonds and to Real Estate Transactions. Revised: 08/17/23

• Clever Case Client Identification Policy

  Policy Statement: Gravis Law and its practitioners must accurately identify Gravis Law’s Clients and Associated People to effectively track Matters, serve Clients and comply with the Rules of Professional Conduct. It is imperative that Gravis Law ...

• Engagement Letter Tool & Process

  Gravis created a web-based form that automatically generates an approved engagement letter to be sent to the client for signature (the Engagement Letter Tool / the “ELT”). The ELT allows the user to customize certain elements of the engagement letter ...

• Symetra Life and AD&D policy

  Symetra Life and AD&D policy

• Process for Gravis Vehicle Registration

  Overview: Gravis has 3 cars that we register through the State of Montana under Gas, LLC. The renewal reminders and the registrations/tabs go to the Kalispell office HOWEVER the vehicles are located in the tri-cities. Below is the process for ...