After the questionnaire is complete
Updated: Apr 29
Once your client has completed their questionnaire you can still get more information from them, either by having a web conference with them and screen sharing this information, or by sending them the client portal to upload their documents.
Just go into FamilyProperty and open your client's matter.
If you want the client to complete all of the information, including uploading all of the attachments from the start you can do that too. Have a look at the instructions for choosing which sections to send to your client here.
If you need to send your client some instructions to tell them how to get started using the client intake questionnaire, we have provided those here.