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I was looking for a form to help streamline intake calls with clients for my clerks. I tried Google forms and found that after a trial run, we did not know where the answers were to be viewed. I asked a colleague and he recommended CocoDoc. With CocoDoc we were able to customize a questionnaire to be used for certain areas of law to send to clients upon the initial intake. Once the client fills out the questionnaire, we are emailed the answers and can save them to the consultation file for quick reference during the consultation as well as great base notes for the client file, once we are retained.

Justin Miller