Template: Form

Forms allows businesses to create, send, and manage questionnaires to collect information from clients in a structured and efficient manner. Forms can be used for onboarding, compliance requirements, information gathering, document requests, and other client-related processes.

With Forms, you can:

• Create customized questionnaires tailored to your business needs.
• Send questionnaires directly to clients through the ClientRelay platform.
• Collect responses securely in one centralized location.
• Monitor the completion status of questionnaires and track client progress.
• Reduce manual follow-ups by streamlining the information collection process.
• Maintain accurate and organized client records for future reference.

This feature helps improve communication, increase efficiency, and ensure that all required client

Start building your form by clicking on "Add section. Questionnaires have three layers. Sections, Subsections and Questions.

Note: Throughout this builder you can click on headings and text to edit.

Click the "Preview" button in the top right to see what the form will look like to your clients.

Result: