Web Forms make digital onboarding easy.
Our Mozaique Web Forms are easy to complete, self-servicing forms for clients. Your firm can leverage a suite of web-forms to collect data from clients and ingest the completed data directly into your Practice and Case Management System for approval.
Benefits our Mozaique Web Forms provide for your law firm
✅ Customisable forms: Include your own branding and select the exact questions/steps you wish to include to in the form.
✅ Website integration: Our technology integrates with your website contact forms, so you can collect all new enquiries into your PCMS, rather than having enquiries floating around on emails.
✅ Unlimited forms: You can manage multiple forms from a single point, such as a Wills Questionnaire, Property Information, New Client Enquiries, New Business Enquiries and other department specific forms.
✅ Fully integrated with your PCMS: Data is intelligently passed to your PCMS, where the data lands in a holding bay, ready for you to review, edit, approve and process into clients/prospects, removing the need to re-input collected data.
✅ Improved security and reduced risk: With our forms, it removes the reliance on passing sensitive documents around over insecure email. Our web forms remove the need for emails and securely digitise the whole workflow, allowing for much more control over sensitive client data.
✅ Faster onboarding: Web forms allow you to offer a better experience. Our web forms allow for much faster collection and onboarding of data compared to traditional methods such as emails and PDF’s, providing a huge reduction in onboarding time.
✅ Conflict check: Does the client already exist in your system? It’s not a problem if so, because the web form interrogates your database and checks for duplicates! This is one of our clients’ favourite features.
✅ Mobile-friendly: The forms look stunning on all devices and screen sizes!
✅ Pre-populate data: If you already have some data such as client contact information, we can pre-fill this on the forms, to prevent the user having to re-input existing data.
✅ Save & continue later: For longer forms, clients can save form progress and continue at a later date.
Coupled with our Client Portal, it’s the perfect love affair.
You can add forms to the task list in the portal, letting your client know exactly what they need to do, such as fill in property information form, complete a wills questionnaire and much more.
Our clients love web forms
“It is critical that new enquiries are handled efficiently to ensure that the client’s journey with us is seamless from start to finish. Being able to provide a 24/7 client portal, along with secure, online payments, fully integrated with our PCMS, helps us to give our clients a great all-round experience to complement the unrivalled legal expertise provided.”
Tracey Thorpe, IT Training & Systems Development Manager at Hunt & Coombs
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