Advice and answers from the Docketwise Team

Customizing the Contact Questionnaire

The Contact Questionnaire is like a general intake form. You can customize to ask any questions you choose and use it when you're not exactly sure which forms you're going to prepare for a new client.

Updated: 4 months

Getting Started with Docketwise

Prepare forms, manage your practice and track cases

Updated: 4 months

Sync Docketwise with Clio

Combine Docketwise with Clio's power practice management software

Updated: 4 months

Inviting Contacts to Smart Forms

Invite your contacts to a secure portal where they can complete their forms by answering simple questions

Updated: 4 months

Form Sync and the Forms Tab

Every Smart Form in Docketwise has a Forms Tab where you can edit your PDFs directly and save changes to your account.

Updated: 4 months