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Client intake
Do you want an easier, kinder, less robotic client intake?
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Let us focus on the data,
so that you can focus on the people.
Our chat bot and our client intake questionnaire will help to save you time by streamlining your intake process, and they will also focus on the data so that your conversations with your clients can be all about people.
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What if you did the data drive parts of
client intake using automation?
Let our automation collect the data so that when you speak to the client you can focus on them, not collecting information.
Our fully customisable chat bot can get your intake process started before the client has even picked up the phone to call you, and our client intake questionnaire will step the clients through all of the information that you need.
It will be a more gentle introduction as they complete it at their own pace, on their own laptop or phone, and in their own space. You can also view their information without them watching you view it and expecting some sort of quick response.
Keen to get started?
If you are already using FamilyProperty then click on the Instructions button for instructions and a list of helpful articles to plan your intake workflow.
If you aren't using FamilyProperty yet then click on Free Trial for more information about our 14 day free trial, no credit card details required.
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Can a product be collaborative?
We think our product can, and our clients do too. As you know encouraging clients to participate in collaborative law and productive settlement negotiation is a process, and our product not only saves you time but creates a workflow that encourages collaboration.
Our fully customisable chat bot can get your intake process started before the client has even picked up the phone to call you, and our client intake questionnaire will step the clients through all of the information that you need. It gives them something to do, and allows you to spend your telephone conversation or initial consultation time with the client talking about information that the client has already provided, re-inforcing that their contribution was valuable and that you have heard them.
It will also be a more gentle, and therefore less combative introduction to the process as they complete it at their own pace, on their own laptop or phone, and in their own space.
Our client intake questionnaire is written in plain English and responds to the client's responses, using if/then coding to remove those questions that become irrelevant. This means that the client is only investing time and energy in information that is relevant to their matter. You can also choose which of the 12 sections you send to the client, perhaps you do not want their documents uploaded yet, perhaps you do not want the income information at this time. You can get the information that you need, and only that information.
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Our chat bot can be set up to collect the vital information, open a file for you inside FamilyProperty, and then send an email to the client and to you. It can help get your matters moving before you have even picked up the phone.
This automated process frees you up to focus on those things that cannot be collected in a form or by a chat bot, so that when you are speaking with your client on the phone you are talking to them, about them, not collecting dates and data.
This will help you to get your client relationship off to a much better start, a more personal start, as well saving you significant time with admin and data collection in the client intake process which you can then invest in adding value to the client experience.
You will also get better, more complete instructions with less pain and frustration, for both you and the client.
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Keen to get started?
If you are already using FamilyProperty then click on the Instructions button for instructions and a list of helpful articles to plan your intake workflow.
If you aren't using FamilyProperty yet then click on Free Trial for more information about our 14 day free trial, no credit card details required.