Client intake

Instructions

Do you want an easier, kinder, less robotic
client intake?

Let us help you get started.

Below we have a set of instructions to get you started with your Client Intake Questionnaire, and a link to instructions for the Legal Chat Bot.  We have also shared some information to help you think through the workflow for your client intake process, and how you might use these products to improve the way you introduce clients to your practice.

Client intake

Have a read of the options for our online client intake questionnaire and click on the link that will help you to get started.

Create a matter
 for lawyers

Step by step

instructions to create a matter and send the questionnaire

Create a matter for mediators

Step by step instructions to create a matter and send the questionnaire

Mediator create a matter.png
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Send less

How do you send only some of the sections to your client?

Overview

Our onboarding video

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Client portal

You can send this part

of the client intake 

process later, seperately
to the questionnaire.

For your client

Step by step instructions
that you can
send to your client

Join our Facebook Group

Join our Flexible Family Law Facebook group, it is for all professionals in the Family Law ecosystem, not just lawyers.  We don't just discuss family law, we also discuss business skills and flexible working tips.  You can join for free, click on the link below.

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Add homework

How to add additional documents and then sned it to your client.

After questionnaire

What do you do once the client has completed the questionnaire?

Your portal questionnaire launch balance

Financial separation simplified.

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