Client intake
What is the portal with the digital questionnaires?

With the portal, you can embed the questionnaires you need (such as matter intake questionnaires) directly on your website. This gives your clients a very convenient first point of contact, and all the data they enter lands directly in your BetterCo system. That way you digitize and automate the entire process of data collection and management.
Example
Here is an example of a portal: https://www.betterco.ai/workflows
Your benefits with a portal embedded on your website
- Less back-and-forth communication
- Your client enters all relevant information on their own
- The intake process is faster, so waiting times are reduced
- Digital, easy-to-understand questionnaires with extensive guidance make things more convenient for the client and reduce the risk of errors.
- Transparency for both sides
- Automatic validation and our interface to public data sources (e.g. the commercial register) prevent incorrect and inconsistent entries.
Our selection of digital questionnaires for matter intake
Our process library currently includes the following processes:
- 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
Missing a process or want custom adjustments? Just get in touch!
Still have questions?
Contact us or book a 30-minute demo call directly with our founder Eckhard Ortwein.
