Nobody wants a first session to start with a clipboard. Send the form ahead and your client arrives ready to begin.
What changes for you
- No printing, no scanning, and no chasing paper before a first session
- Their answers and signature are in your inbox before they arrive
- You start on time, with the admin already done
- Every signed form is kept in one place if you ever need to look back
What changes for your clients
- They fill it in at home in their own time, rather than in a waiting room
- Signing is a finger on a phone screen
- Nothing to print, and nothing to remember to bring
What you get
- Your own questions and agreement wording, laid out clearly
- Signed with a finger or a mouse
- A copy emailed to you as soon as it’s signed
- Every completed form kept in your website, where you can download it
This is already included in the Managed Plus plan.