The FamilyProperty questionnaire can be used as an intake tool to capture potential new clients as follows:
- Embed the Questionnaire on your website:
- Alternatively, it can be emailed to a new client as a shareable link or set up as quick link in your browser to input information whilst taking a phone enquiry.
Configure the questionnaire to include selected sections - for example, include personal details, relationship details, children etc.
Once information is saved or the questionnaire is submitted, the new matter will automatically be created in FamilyProperty and added to your matter list.
To embed the Questionnaire into your website:
- Click on Account > Settings > Matters > and ensure 'Allow matters to be created via a shareable link' = 'Yes'.
- Under the Shareable Link subheading, click on 'Show instructions for embedding the questionnaire in your website.'
- Copy and paste the displayed HTML code into your firm's webpage/s where you want to embed the Questionnaire. (Pasted this code in before your closing </head> tag in your HTML files.)
- Add the following to any button or link on your website that you want to be used to launch the Questionnaire:
#ref=familyproperty
For an example of how an embedded Questionnaire would look on your website, head to https://app.familyproperty.com.au/demo/training.html and click on Let's Get Started!
You'll see a Questionnaire launch, ready for potential clients to fill in!
Configure the Questionnaire for your Website/New lead enquiries
When in Account > Settings > Matters, if 'allow matters to be created via a shareable link' = Yes then you can do the following:
1. Copy the shareable link into new client emails or save as a favourite in a new browser window
2. Conflict checker - if 'Yes', when your firm opens a newly created matter from this questionnaire, only name and DOB are shown allowing you to do a quick conflict check.
3. Tick the sections to include in the questionnaire.
New Matters added to your Matter List
If a client fills out the personal details section and either progresses to the next section or submits the questionnaire, a new matter will be shown in your list as 'created by = Shareable link'. Note: This step requires that the client agrees to the privacy policy.
Click on the 3 dots to edit the set-up where you can:
- Access their unique link to the questionnaire (if the client has misplaced it)
- Add more sections for the client to complete.
- Rename the matter