Our online
Client Interview system is available for license to other law firms. It's
a pretty cool online interview and document automation solution:
- Automates
the client interview process by using straightforward "plain English"
online forms
- Ensures
that all questions are asked and indicates if they have not been answered
- Generates
a printed response of all questions and answers for the client file
- Packages
up client responses and converts them into a data file for use with
word processors (document automation) or for import into your client
database
- Data file
format can be tab-delimited (merge into Microsoft Word or import into
a database) or XML (use as an answer file for HotDocs)
- Also lists
all client answers in an email to the responsible lawyer or legal assistant
- Uses SSL
encryption on the server and SMIME encryption for the email
- All forms
can be customized - specific responses can indicate "red flags"
- Will work
with any document precedents - tested extensively with Microsoft Word
- Can even
do document automation on the server by generating a document using
a template and the client responses and delivering it with the notification
email
Dramatically
reduces the time spent on each client file. No typing or retyping of client
information - the client types their information into the web form and
then that information can be merged into the document predecent or database
without retyping anything.
Please contact
us for details or a demo. Call Mark Hicken at: 604 868 1375.
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