The portal is user friendly and works well on mobile. Clients can come back in later and add more information - for instance on extra people that came up in the meeting.
The financial intake is easy to use, highly customizable and exports to Microsoft Excel.
Built up a design sheet to see the client's answers, capture drafing choices and make notes during the meeting.
Push information over to your other legal tools in seconds, and save hours on tedious data re-entry.
You can customize your questionnaire yourself, and create additional ones for your other practice areas.