Client Experience (2 min)
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.
Financial Intake (4 min)
The financial intake is easy to use, highly customizable and exports to Microsoft Excel.
Integrated Design Sheet (6 min)
Built up a design sheet to see the client's answers, capture drafing choices and make notes during the
No manual data re-entry (6 min)
Push information over to your other legal tools in seconds, and save hours on tedious data
Customization (2 min)
You can customize your questionnaire yourself, and create additional ones for your other practice areas.