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Completing Questionnaires as a Client
Completing Questionnaires as a Client

Currently in beta

Updated over 3 weeks ago

Answer Formats

You will find three different formats for answering questions:

  • Dropdown List

  • Checkbox

  • Text boxes

  • Radio button

Navigating Tabs and Search

  • The search option in the application lets you type keywords to any question you would like to reach quickly.

  • You can also click on a person’s name from the list to get the categorized general information questions.



Additional Items

If you need to provide more than one item, like children, several addresses, or trips taken, you can use the Add button below the item information to generate a new item.

Change Date Format Options

We have the option available to change what information appears on the date.

For the date, you have these choices to select from:

  • Month - Day - Year

  • Month - Year

  • Year

Flagged Questions

There are times when you will notice a flag next to a question. Your attorney has marked these to bring attention to the field.

Comment on Questions

Use the ‘Add Comment’ button to write a question or comment for the field you need. Use the @ sign to tag your attorney or other family members and start a conversation.


Translate options

We have several languages available.

  • Click on the settings icon on the top right of the screen.

  • Select Translate to see a list of available languages.

  • Select a language to translate the form.

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