EstateMin

Learn how questionnaires let your firm gather estate details from clients through the Client Portal.

What Are Questionnaires in EstateMin?

See the answer types available for questionnaire questions and when to use each one.

What Question Types Can I Use in a Questionnaire?

Learn how to build a questionnaire, add questions, preview it, and publish it for client portals.

How to Create a Questionnaire

Learn how to edit, duplicate, and retire questionnaires in your firm's questionnaire library.

How to Manage Your Questionnaire Library

Learn how to assign a questionnaire to a client portal, change it, or fill it in with your client.

How to Add a Questionnaire to a Client Portal

Learn how to review, accept, and request changes to a questionnaire your client has submitted.

How to Review a Client's Questionnaire

Use customizable Questionnaires to gather important client information in a clear, structured way. Create reusable templates, assign them to client portals, review responses, complete Questionnaires with clients, and save submitted answers to Estate Files.

Questionnaires

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