Streamline Your Client Intakes Webinar – March 11, 2020
Posted By: Kim MayberryFebruary 20, 2020
One of the most time-consuming tasks in almost any organization is gathering and entering client information. External client interviews are a way for your clients to fill out their information online, using questions specific to your documents and the data you need. That information is then available to you and automatically populates in your documents when you create them through Knackly.
Allowing your clients to enter their information in a secure online environment and utilizing that information in your documents can save you and your staff an enormous amount of time.
Join us for our webinar on March 11, 2020 at 12:00 EST, 9:00 PST to see how Knackly easily sets up an external client interview.