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.

 


E: info@westsidelawoffice.com

W: www.legaldocument.com

or www.westsidelawoffice.com