The 7 Benefits of Automated Client Intake Forms

Document Automation
Insights

Docugility | October 25th, 2021

Are you tired of entering client information manually into your templates? We have a much simpler and quicker way:

Online Client Intake Forms with XpressDox

Enabling your client to enter information directly will eliminate this important but time-consuming task from your workflow. Why not take your efficiency to the next level? Here’s how it works:

These features are great for your business.

Here’s why:

No time wasted on collecting client information
Manual cut-and-paste errors are avoided
Information is always accurate as it comes from only one source
One intake form can support multiple documents at once
Because intake forms are based on your documents; all crucial data is obtained from the start
If client information changes, update your database connected to XpressDox once only
Build an unlimited number of custom intake forms for your firm

Want to see client intake forms in action?

Watch our YouTube video:

Take the XpressDox tour!

Book an appointment with us where we’ll take you for a tour of how XpressDox client intake forms can work for you:

Share this article

Our experts can set you up for success from the very beginning.

Recommended for you

HotDocs expert but XpressDox newbie? We can help.

Get Client Intake Forms Today

Do you need help in building customised client intake forms for your templates? We build forms all day, every day – so we can set you up for success with our cutting-edge expertise. Contact us now to get started without delay:

Document Automation Insights