A published questionnaire does nothing until it is assigned to a client portal. Assigning is done per client, so you control exactly who is asked to complete one.
🔐 Before You Begin
The questionnaire must be published. Questionnaires sitting in Drafts cannot be assigned. (Learn more)
The client must have a client portal on the matter.
📋 How to Assign a Questionnaire to an Existing Portal
Open the matter and go to the Client Portals tab.
Find the client's card and open the Questionnaire step. If nothing is assigned, it shows No questionnaire assigned and a status of Not assigned.
Click the pencil icon in the ACTION column.
In the Assign questionnaire window, choose one from the Questionnaire list.
Click Assign.
The questionnaire is added to that client's portal as a new step, and the status changes to Not started.
✉️ How to Assign a Questionnaire When Inviting a Client
You can also attach a questionnaire at the moment you invite someone, so it is waiting for them the first time they sign in.
On the Client Portals tab, click Send Invite for the client.
In the Confirm Invite window, choose from the Questionnaire list. You can select No questionnaire, pick an existing one, or choose Create a new questionnaire to build one now.
Click Confirm.
🔔 Does the Client Get Notified?
Yes. If you assign a questionnaire to a client who has already been invited to their portal, they receive an email letting them know a questionnaire is waiting for them. This applies whether it is the first questionnaire on that portal or a replacement for one already assigned.
If you assign a questionnaire as part of the invitation itself, the invitation email covers it and no separate notification is sent.
🔁 How to Change or Remove an Assigned Questionnaire
Click the pencil icon on the Questionnaire step again and select a different questionnaire, or select No questionnaire to take it off the portal.
Replacing one questionnaire with another notifies the client, so avoid swapping questionnaires back and forth on a portal a client is actively working through.
📞 How to Fill In a Questionnaire With Your Client
Some clients would rather talk it through than type. Once a questionnaire is assigned, a Fill button appears on the Questionnaire step.
Click Fill on the Questionnaire step.
The Fill questionnaire with client page opens with the same questions your client sees.
Enter the answers.
Click Save and go back to keep your progress, or Complete and accept to record the answers and accept them in one step.
💡 Good to Know
Questionnaires are assigned per client portal, not per matter. If two people on the same matter both need to answer, assign a questionnaire to each of them.
Assigning adds a step to that client's portal, so the number of steps a client sees depends on whether they have a questionnaire. Two clients on the same matter can see a different number of steps.
Any published questionnaire can be assigned to any matter, whatever its type.
A retired questionnaire cannot be assigned to a new portal, but clients who already have it assigned are unaffected.
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