Businesses of all types must gather basic information for new clients. Chances are, your client data is obtained with a client intake. In the webinar recording we will demonstrate how HotDocs can help streamline client intake. We also show you how the data gathered by that intake can be used to populate other templates you develop, saving time, reducing risk, and increasing efficiency.
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“We use HotDocs to give customers a high quality service, very quickly, and at a price they can be happy with.”Gene TurnerLawHawk
“HotDocs has become such an integral part of the way we work that it is inconceivable that we could ever do without it.”John NaccaratoCMS Cameron McKenna
“It's not nearly the exhausting process it once was, and people can direct more focus and attention to the legal issues.”Kate BladowPro Bono Net