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SecureForms

The purpose of SecureForms is to provide a more effective method of capturing information from Clients. Increasingly Clients want (and even expect) to provide information electronically and prefer to invest their own time in doing what they can rather than incur the time of their Solicitor unnecessarily.

Some law firms have tried to address this issue with traditional online forms but these suffer from many problems:

  • They are normally not secure i.e. not protected by a Secure Certificate (an https://) domain
  • The forms are often very long and Clients can’t usually save the form for completion at a later time
  • Data validation is awkward – fields are often treated as required which the Client may be uncertain about
  • There is no ability to communicate with the Solicitor during the form-completion process

We’ve looked at the entire problem and designed a solution from the ground up. We want the Client’s experience to be pleasurable and for the interaction between Client and Solicitor to be enhanced not eliminated.  We are working on the following set of forms for the phase one release of SecureForms :-

  • Will Questionnaire
  • Divorce - Financial Statement
  • Debt Recovery - 7 day Letter Before ActionPre-Nuptial Agreement Information Pack
  • Conveyancing - New Client Purchase Questionnaire
  • Conveyancing - New Client Sale Questionnaire
  • Accident at Work Questionnaire
  • Driver Loss Questionnaire
  • Accident Questionnaire
  • Family Law Questionnaire

For more information, go ahead and download our Introduction to SecureForms (PDF)

SecureForms Demo

SecureForms

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