I have a question about whether a client’s information entered in the intake questionnaire can be used for multiple documents and how phone friendly the intake questionnaire is.
Thanks for reaching out.
Once you collect information from a client, you can reuse that data to populate any documents you like. You can read more about our Data Management Feature here.
The questionnaires themselves are also mobile-friendly, so they’ll automatically adjust to a phone. Your clients can fill them out on the phone exactly the same as they do on a computer; it’s completely their preference!
Let me know if you have any follow-up questions; happy to help!