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.

Contact Questionnaires are intelligent intake forms you send your clients to collect all the basic information that you want on file for them. There’s a Contact Questionnaire for persons and a separate Contact Questionnaire for companies. All of the information that either you or your clients enter into a Contact Questionnaire is saved to your account and prepopulates into any subsequent forms that you create with Docketwise immigration software. 

You can even customize your Contact Questionnaires to ask the specific list of questions that you need for your practice. Watch the tutorial below to learn how.


Updated: 5 months

More questions about this topic? Email us at team@docketwise.com