What are digital questionnaires for matter intake?

Digital questionnaires finally make matter intake efficient – from first contact to matter creation. Either your client can onboard themselves quickly and easily via a digital questionnaire on your website, or you proactively send your client a magic link. In both cases, all information on the matter, the client and opposing parties automatically ends up in your system.

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Option 1: Self-onboarding via your website

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1. Contact request via the website

A prospective client contacts the firm by email, web or phone with their request. To prepare for the consultation, they are asked to fill out the digital matter intake questionnaire.

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2. Selecting the right questionnaire

Selecting the right questionnaire The client chooses the questionnaire that fits their request and fills it out at their own pace with all relevant details and documents such as rulings, expert reports or photos.

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3. The matter is created and all data lands in your system

Want to accept the matter? All information on the matter, the client and opposing parties automatically lands in your system. After just a short time, you can focus on the actual work together.

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Option 2: Magic link

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1. Create a client in just a few clicks

Create your client quickly and easily. Thanks to our interface to public sources (such as the commercial register), around 80% of the data can be pre-filled.

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2. The client receives the questionnaire by email

Choose from our library of ready-made questionnaires and invite your client by email. Now you can sit back and relax

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3. The matter is created and all data lands in your system

You have full transparency on progress at all times. All data lands in your system fully automatically, both in the matter and in the master data. No time-consuming back-and-forth communication.

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Our selection of digital questionnaires for matter intake

Our process library currently includes the following processes:

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• General inquiry
• Traffic accident
• Employment law
• Document exchange
• Form a GmbH
• Form a UG
• Form a GmbH & Co. KG
• Form an AG
• Form an eGbR
• Change of managing directors
• Amending the articles of association
• Liquidating a company
• Real estate purchase agreement
• Divorce settlement agreement
• Marriage contract
• General and lasting power of attorney
• Lasting power of attorney and/or living will
• Tax advisor power of attorney for the tax office
• Will
• Joint will
• Signature certification
• Initial tax advice inquiry
• SEPA direct debit mandate

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