How to set up a meeting template (design sheet)

How does this functionality work?

The Design Sheet / Meeting Template capability of DecisionVault allows you to build up an additional section of the questionnaire which can only be used by firm staff.

You can use this to build up a template (1 per type of questionnaire) to run your client meeting and capture what needs to happen next with the client's case / how documents should get drafted:

• Choose which questions (& their answers) from the client questionnaire to include, and in which order
• Add questions to capture drafting choices
• Use some question types that are not available on the regular client questionnaire - such as a question to appoint contacts into a specific role
• List meeting topics you want to make sure you discuss with the client

Video Demo

Having the meeting (digital version)

Once you have this section setup you can open it up from the matter detail screen to answer the questions digitally.

You can use the "quick jump" links on the right hand side to quickly scroll to a particular part of the section.

Having the meeting (paper version)

If you prefer to take notes on paper (or iPad/tablet) you can also export an empty fill-in document version for a given matter.

This document will contain all the questions you put onto your design sheet - including (for questions embedded from the questionnaire) the answers provided by the client on the questionnaire.

How to set this up?

You can find the setup under Settings > Customization > Open a questionnaire. Then open the Design Sheet tab.

You can start by structuring the outline of the talking/decision points you normally go over during a meeting with clients. Click on Add and select the "Header Text & Divider" display element.

When adding the headers, remember to leave some space between each. This will allow you to easily add more elements and questions to those sections later on.

Then add in the Specific Components to the sections. These components will display your client's data wherever you need to reference it in your design sheet.

There is also an "Embed Question (& Answer) from Questionnaire" Specific Component that enables you to incorporate any question/answer from the questionnaire into your design sheet.

This will show up on the "screen" version of the Design Sheet for a given matter with a blue bar in front to show it's an embedded question:

To capture additional notes along the way you can insert additional "long text" fields

Common Patterns

Setup of roles

First add a "Role Picker for Specific Role" Specific Component in your section.

Then embed the "group of people" question from the client questionnaire below it

Template Text Component

You can further customize your design sheet by adding a Template Text Component. This new component will come in handy when adding repeating sets of questions, like gifts in the example below.

The following video provides a quick overview on how and when to use this component: