Documentation requests (letters, forms, summaries) — Associate Handbook

Purpose

Clients sometimes request documentation (e.g., a summary letter of services). This policy sets expectations for timelines and fees.

How a client requests documentation

• The client can submit the request to their counsellor.

Processing time

• We aim to process documentation requests within 10 business days.

Fees

• A documentation fee applies.
• The counsellor will provide an estimate in advance.
• The associate may consult with admin before quoting the documentation fee.
• Note: documentation fees may vary by counsellor depending on the nature of the request. Clients should be informed accordingly.
• Fee guidance (time-based billing): Documentation fees — client letters and reports

Notes (important)

• Documentation may be used for insurance, employment, or legal contexts. If a client indicates court involvement, the counsellor should proceed thoughtfully and within scope.
• If a request is complex or unclear, contact Katherine/admin for guidance.