Import client online forms

January 30, 2017 no comments

Import client online forms

0
SegevLLP

As a Law Firm, we obviously need to have the clients complete an Intake Form according to the Law Society requirements. We want to streamline this and have the clients complete the form online and then have it imported into Cosmolex. This feature has been standard in most programs for years, yet not available in Cosmolex. Please add this feature.

Thanks,

JD Robinson answered
    0
    JD Robinson

    Thank you for your message! We appreciate your feedback and we will be submitting this feature request on your behalf.

    JD Robinson

    CosmoLex

    Senior Product Specialist

    JD Robinson answered
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