Try the EPA automation demo

1

The questionnaire link you sent

This is the email your client received. Your client answers in their browser on any device, can stop and resume, and their answers stay on their device. Nothing reaches your firm until they send you the finished file.

Cover email sent to your client

Kia ora,

To get your Enduring Power of Attorney underway, complete our secure online questionnaire:
[PASTE YOUR QUESTIONNAIRE LINK HERE]

It takes about 10 to 15 minutes. A few things worth knowing:
- You can use your phone or computer, and you can stop and come back. Your progress is saved on your own device, not on anyone's server.
- At the end you will download a file. Send that file back to us the way you normally would.
- If anything is unclear, leave it and we will go through it together.

Ngā mihi,
[Your name]
[Your firm]

1

Your client gets a questionnaire link

You add a client by name and email and their link goes out. They answer in their browser on any device, can stop and resume, and their answers stay on their device. In this trial, Margaret and Gregory Testman have already filled theirs in.

2

Upload the returned questionnaire

3

Pick your jurisdiction

New Zealand - Enduring Power of Attorney

Trial run TRIAL

Add a client

Your matters

Matter

The questionnaire link you sent

Your client gets a questionnaire link

Upload the returned questionnaire

Generate the pack