When a client submits a questionnaire, it comes to your firm for review. You can edit the answers, accept them, or send the questionnaire back to the client asking for changes. Accepted questionnaires become part of the matter record and sync to Clio.
🔔 How to Find Questionnaires Waiting for Review
When a client submits a questionnaire, a count badge appears on the matter's Client Portals tab and on that client's Questionnaire step.
The questionnaire status changes to Submitted - awaiting review, and you will see a Review button.
✅ How to Review and Accept a Questionnaire
Open the matter and go to the Client Portals tab.
Open the client's Questionnaire step and click Review.
Read through the answers. You can edit any answer directly if you need to correct or complete something.
Click Complete and accept to accept the questionnaire, or Save and go back to leave it for now.
Once accepted, the questionnaire shows a status of Accepted.
🔍 How to See What Changed Since the Last Version
When a client resubmits a questionnaire you have already accepted once, the review window compares the two versions for you.
You will see:
Previously accepted answer in red
next to the Current answer in green
Answers that have not changed appear as normal.
Click Update to accept the revised answers.
📩 How to Ask a Client for Changes
If something is missing, unclear, or looks wrong, send the questionnaire back rather than correcting it yourself.
In the review window, click Request changes.
Write a Note to client explaining exactly what needs attention. A note is required.
Click Send to client.
The status changes to Changes requested and your client is emailed to let them know. They can then update their answers and submit again.
Be specific in the note. A client who is told which question needs attention and why will usually get it right on the second attempt.
You can also request changes after accepting a questionnaire,
Click View on the questionnaire in the client portal tab
Click Request changes.
The version you already accepted remains the matter record until a revised submission is accepted.
🕓 How to View Previous Versions
Accepted questionnaires can be found on the estate files tab, including previous versions
The Questionnaire history can also be found on the View screen from the Client Portal tab
Every accepted version is listed under Accepted records with its version number and the date and time it was accepted. Click View accepted version to open any of them.
📁 Where Accepted Questionnaires Are Stored
Accepted questionnaires appear on the matter's Estate Files tab under Accepted questionnaires, listed by version with the client's name and the date.
They also sync to Clio as PDFs. In Clio you will find them on the relevant matter under Documents > Estatemin > Estate Files > Questionnaires.
💡 Good to Know
Editing an answer during review changes the record your firm accepts. If the answer should come from the client, use Request changes instead so the correction is theirs.
Accepting does not lock the questionnaire. You can request changes afterwards, and each accepted submission is kept as its own numbered version.
Requesting changes emails your client, so the note you write is what prompts them to come back. Make it specific enough to act on.
A questionnaire only reaches Clio once your firm has accepted it, so nothing syncs without firm approval.
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💬 Need Help?
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