Have you ever wished that your CLIENTS could enter their own data. Sure, you wouldn’t want them to “do their own documents”. But isn’t it a pain taking hand-written questionnaires filled out by clients, and then having to re-enter that data into your HotDocs template system. There has to be an easier way. Why not have a secure “data entry form” on your own website where you can direct your clients to answer the questions. Such system would notify you when a questionnaire was completed. You could then “download” their information as a HotDocs answer file and use it for your templates. Such a system is in the “Skunk works” phase at Basha Systems. If you are interested, please give Rose a call at (914) 827-9173.
The world of web forms has advanced dramatically in the past few years. Basha Systems will be creating for its clients private portals which can either be part of a custom website or a subdomain. These portals will include, in addition to the client intake forms, custom built to feed your own HotDocs system, areas for firm articles and announcements in a stylish website. We are looking for early volunteers who understand the value of productivity and want to take their workflow to the next level.
Please give us a call.