Perfect Portal: Dynamic Smartforms: collect & share key client data, pre-conversion and post-conversion

25th January 2023 at 11:00 am - Online

Smartforms are fully dynamic digital questionnaires that gather key information about your client’s enquiry. They streamline processes within legal departments outside of property and reduces the need for lengthy administrative tasks.

In this webinar we will show you how you can use them at pre-conversion stage to gather key early data and then at post-conversion status, whilst your working on the matter.