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

Yes, you can create a new matter from the matters list - by clicking 'Add' from the top right corner:

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.

Can I fill in the questionnaire before inviting the client?

Yes. Create the matter, open the questionnaire internally, and prefill any information you already have. The client sees it when they get invited.

Does the questionnaire look the same for me as for the client?

Yes. The Open Questionnaire button opens the same questionnaire, and you can enter information in the same way a client can.

Can I edit answers after the client submitted?

Yes, firm staff can open the questionnaire from the matter at any time, even after submission.