There’s a Better Way To Intake Your Clients
Are you still using paper, Microsoft Excel, or some combination of both to intake your clients?
LawLogix EDGE has built-in smart questionnaires to make client intake easier and faster. For any new case, simply send a welcome email to your client, which includes their unique login to the LawLogix EDGE web portal where they can complete the questionnaire online and submit data. .
Best of all, questionnaires are available for many different case types, and are available in nine languages and are relational to forms. This means that data from questionnaires is automatically populated within forms, reducing errors and data entry time.
Questionnaires + Web Portal = Easy Client Intake
The questionnaire and web portal combination is a powerful solution for your practice and clients: clients can complete data entry online and at their convenience.