Reuse Client Information from Intake Questionnaire

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.

Hi Juliet,

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!