Lesson 4 – Litvack Group Sales Training – Intake, Discovery, and File Administration

Estimated Time: Full Day (5–6 hours)

Purpose: Lesson 4 connects the legal and technical knowledge from Lessons 1–3 to real-world file handling. This lesson focuses on proper intake, discovery, risk identification, and file administration within a Licensed Insolvency Trustee office.

Lesson 4 is where theory becomes operational practice.