New Feature Webinar: Creating and Sending Questionnaires in Clio Draft

Introducing: Clio Draft Questionnaire!

This powerful new feature is one of the top-most requested by our customers, and now it’s finally here! We know that gathering client information over the phone, email, or in person is not only manual, but it's also tedious for both you and your client.

With Clio Draft Questionnaires, you can easily create dynamic questionnaires that automatically include the necessary questions based on the required legal documents and court forms. Send these professionally branded questionnaires to clients to complete at their own convenience, from anywhere and from any device.

In this session we will cover:

• Creating, modifying, and customizing Questionnaires
• Using Display Logic so your clients are asked questions relevant to them
• Creating and mapping questions for every field in a Court Form
• Reviewing and saving client responses to their matter in Clio Draft

We are eager and excited to show you this powerful and easy to use tool!

Learn more in the Clio Help Center.

Also, you can register for the on-demand webinar here.