Questionnaires

You have questions. Clients have answers.

Get the answers you need—no spreadsheets, no email chains, just smart, streamlined forms.

Question Types

Ask the right way every time with flexible, easy-to-use question formats.

Collect answers in text fields, dropdowns, checkboxes (choose many), or radio buttons (choose one).

Sections and Pages

Keep it easy, breezy, and bite-sized.

No more overwhelming walls of questions—just simple, scroll-friendly pages.

Auto-Saved Progress

Client progress is auto-saved, so nothing gets lost along the way.

Status Updates

Track the status of every questionnaire—sent, viewed, started, or completed.

Lock Client Answers

Choose when answers become final with scheduled locking based on a timeframe you set.

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