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. 

Instructions

Have a read of the options and click on the link that will help you to get started.

Screenshots.png

Sending

Send the online client intake questionnaire without any changes.

Changing

Reducing the number of sections you want to use, and then sending to the client

Client intake questionnaire.png
Client portal (1).png

Client portal

You can send this part

of the client intake 

process later, seperately
to the questionnaire.

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.