Advice and answers from the Docketwise Team
Customizing the Contact Questionnaire
The Contact Questionnaire is like a general intake form. You can customize to ask any questions you choose and use it when you're not exactly sure which forms you're going to prepare for a new client.
You can even customize your Contact Questionnaires to ask the specific list of questions that you need for your practice. Watch the tutorial below to learn how.
Updated: 6 months
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