Add completed questionnaire data to your intake spreadsheet
Add completed questionnaire data to your intake spreadsheet
Your completed questionnaires are not logged, leaving matters without session links or intake context. You get consistent intake rows with session URLs available same day.
Workflow preview:
Zap details:
Overview
Intake questionnaires often sit disconnected from matter records and delay document assembly; this ties each completed questionnaire to a standardized intake row with a session link. That means your staff can find session URLs and begin document work the same day.