This powerful new feature is one of the top-most requested by our customers, and now itβs 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.