Build trust faster.
When clients are heard and understood, they're more likely to trust your expert opinion. Providing online forms is an easy way to efficiently capture their information so you're prepared to take on their case.
Secure more referrals.
A streamlined intake process will make clients more likely to refer their friends and family. Utilizing Formstack's Workflows tool can ensure your intake process runs smoothy for every new client you welcome to your practice.
Improve turn-around time.
Collect data more efficiently and please clients with faster response times. Creating an online portal for new clients will help your team keep track of where clients are in the intake process.
Create long-term relationships.
Collecting feedback from clients can help you improve satisfaction and retention. It's easy to measure client satisfaction with Formstack surveys that can be built and launched within a few minutes.
Ensure data security.
The information your team collects is confidential and needs to be kept secure. Formstack protects your forms with multiple security options, including 256-bit SSL, data encryption, PCI compliance, reCAPTCHA, password protection, and HIPAA compliance
Serve more clients.
When you automate systems, your team has more time to devote to other cases. Using workflow management to streamline your intake process can save your office hundreds of hours by minimizing manual tasks.