Streamline Your Intake Process
Many law firms are looking for ways to streamline their intake process. One of the ways to do this is by having clients enter their information online.
The problem was that once the information was gathered online, though, there wasn’t a clear way to get the client’s information into an automated document assembly program (Wealth Counsel / HotDocs).
We’ve developed a way to solve the problem. We have developed an online web intake process that allows the client to enter their information online and then have that information transferred to a HotDocs interview.
Using Client Hub, your clients can fill out your custom questionnaire online and that information is then downloaded into a HotDocs answer file that you can use in your office.
Want to learn more and get a quote? Call us at 801-766-3183.