• Janis Donnelly-Coode

How to choose which parts of the client intake you send

Updated: 14 hours ago

We know that clients are different, and some clients cannot cope with all of the questions all at once. You can now customise the client intake questionnaire, allowing you to select those parts that you need right now so you can open a file and give an initial advice. You will still be able to enter the other information later, so don't worry about not including it in the questionnaire. You can also send the questionnaire a second time with different questions, from the dashboard, and you have always been able to send the client portal separately.


Here are some step by step instructions if you are using our customised client intake for the first time.



That's all it takes. If you are an existing customer then all of these steps above are part of the annual fee, before the per matter upgrade. You can use this questionnaire for all new enquiries if you like. You can also download a word document once they have completed the questionnaire with all of their answers.


You can also read this blog about how the client fills it in from their side (or send it to the client if they are struggling), and this blog about what to do once the client has filled it in. This blog shows you how to send the client portal, and this blog shows you how to send the questionnaire from dashboard.


Try using it for everything for two weeks, see how much time it saves you and your support staff.

If you aren't an existing customer then you can trial the product for two weeks for free, just check out our home page for the link or click here. No tricks, no credit card required. We are confident that if you use our product it will save you time.


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