Where are you working today?

We are setting this up for you.

Upload the form your firm uses and it becomes your client questionnaire, so you can start today.

We will tell you the moment your documents are ready.

Let's get to work

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Trial run TRIAL

This runs the whole thing on sample data. Nothing is uploaded and nothing is filled in by you. The output carries a TRIAL watermark and is not for client use.

Want to use it with a real client? Create an account.

Add a client

Their answers stay on their own device while they fill it in, then come back to you locked to your firm's key.

Name (this appears below, and to your client as named) Client email (needed to email the link) Client mobile (optional, for text reminders)

What documents are you gathering information for?

Pick at least one. The questionnaire only asks for what these documents need.

How do you want to send it?

Check this before it goes

Check this email is right before you send. If it is wrong, you can correct it from Edit and resend, which sends a new link and stops the old one from working.

Save this card so the next one is a single confirm

Questionnaires

Questionnaire library 0

Documents library 0

Client

Sent

Questionnaire

The link your client opens

Copied.

SHA-256 (computed in your browser, never sent):

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 until they press send. In this trial, Margaret and Gregory Testman have already filled theirs in.

Every questionnaire you send lives here. Watch the Testman couple's move as they complete it.

Testman couple questionnaire Sent

Documents

Check the answers against the form, then produce the documents. Producing them again later is free.