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Team
GL
Running OCR
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Calendar
Coordinator Calendar
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Outlook Calendar
Firm users should use their @grillo.ca Outlook account. Full two-way Microsoft 365 sync requires tenant app credentials from Interware.
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GL
Incomplete Intake
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Intake Processed - Review & Send Email
The completed bundle includes uploaded IDs, uploaded documents, OCR notes, and the filled MVA Word document.
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