Automate Client Intake -ADAPT offers a number of solutions that help you automate how your business collects information and objectives from your client via the cloud. A dynamic interview process that is simple, fast and comprehensive allows you to collect information more efficiently so that you can focus on generating more business.

Both of our EP and DocPrep product lines provide different client intake options that play an important part in automating your practice. Much more than well-crafted legal templates, our products allow you to completely automate your client intake process and thereby allows you to capture client and prospect information 24/7. Direct client input helps speed the time for you to complete documents and minimizes misspellings and other typos that can creep into documents.

The benefit is more than just the automation – it’s having a well framed interview process. Building in client intake into your site also gives you the flexibility in choosing how to deal with clients; it also allows you to help them work thru some of the choices they need to make in advance of your time with them. At the same time, the interview process and how it is communicated reflects your professionalism and reinforces your specific approach. Better prepared clients make you more effective and helps you deliver better services in less time.

And ADAPT’s new Questionnaire Editor allows you to completely customize the questionnaires you use with your clients. ADAPT’s Questionnaire Editor gives you complete control over the client questionnaire look and feel, question inclusion and/or wording. You even have the ability to add additional questions you would like to include in your client interviews.