Client Onboarding Survey

Website FormLive ChatPhone CallReferrals

Any more lead sources?

Are you running any paid advertisements?
YesNo

How do you know if a lead is qualified?

Do you require a new lead to fill out an intake form?
YesNo

Do you require qualified leads to fill out an intake form?
YesNo

Can new leads schedule on an attorney’s calendar, or only qualified leads?

Would you only want qualified leads in MyCase and keep all leads in Click’s Journey AI or any other CRM?

Once a lead is qualified, what is the next step in your pipeline?

If a lead is not a good fit, how would you like them handled?

How should intake forms be sent to leads?
Manually from MyCaseAutomatically through Click’s Journey AI

If automated, do you want reminders sent?
YesNo

Do new leads and new clients need to fill out an intake form?

Is NOT filling out an intake form considered as a roadblock in your lead or client onboarding process?
YesNo

How should intake forms be sent to leads?

Will any of your intake forms require image or file uploading?
YesNo

What are your ideal Lead Pipeline stages?

Do you want to use MyCase for their fee agreements?
YesNo

With Click’s Journey AI, you can automatically send documents for e-signatures and even payment processing (Stripe, Paypal, Authorize.net,), but not with Lawpay (at this time). What we can do is automatically redirect people to Lawpay after they sign. Or the law firm can manually send the Lawpay invoice after signature is received.

Click’s Journey AI can also send reminders via email or sms until the document is signed.

Are you interested in using Click’s Journey AI’s document automation?

Do you need to use Lawpay for payment processing?
YesNo

Do you require payment for scheduled consultations?
YesNo

Can you use Stripe or Paypal for consultation payments?
YesNo

Do you manually send Lawpay invoices or want this done automatically?
ManualAutomatedOpen to Either

Are the fee agreement fees usually fixed, or always different?

At what point do you want a lead converted into a Case (Client) in MyCase?

Will the lead or client need to upload any documents or images via an intake form?
YesNo

If reminders are used:
EmailSMSBoth Email & SMS

Should unresponsive leads receive follow-ups?
YesNo

If yes, via email, SMS, or Both Email & SMS?
EmailSMSBoth Email & SMS

Are there any special cases, exceptions, or internal rules we should account for in your intake process?

What are your current challenges and pain points?

Any other questions or comments?

Do you have a budget for this project?

Are you interested in a system to help you get more positive reviews?
YesNo

Are you happy with your website design?

Are you happy with your website speed?
YesNo