Can I access the questionnaire internally to complete it for a client?

Yes, you can create a new matter from the matters list - by choosing "add matter" in the top right:

Then, on the 'Matter Details' section, you can open the client's questionnaire by clicking the 'Open Questionnaire' button in the top right:

This will open the questionnaire, where you can enter information in the same way a client can.

Still need help? Contact Us Contact Us