The Divorcepath Pro Tools client interview feature empowers family law teams in Canada to collect critical information from their clients securely, efficiently, and remotely.
Here's how it works:
Step 1: The lawyer selects the client profile.
The first step is easy. The lawyer selects the client profile in Divorcepath. The client list is easy to search and navigate.
Step 2: The lawyer sends the interview by email.
The lawyer selects the type of interview, enters the client email address (if not already saved to the profile) and sends the interview by email to their client with a button click.
The email contains a secure link to the online interview, which the client can access without logging in.
Step 3: The client completes the interview.
The client clicks on the secure link in the email to open the online interview. The interview is pre-populated with the client profile data that has already been collected and saved in Divorcepath.
The client can correct any data that requires updating and add any missing data.
Step 4: The lawyer reviews the interview data.
The lawyer can access and review the interview data:
Any client interview answers that conflict with existing profile data are displayed in red and underlined.
The lawyer can easily check these conflicts by clicking on the conflicting field and choosing whether to accept or ignore the change.
Step 5: The interview data is available in Divorcepath.
Once the lawyer has reviewed and verified the interview data, it is automatically saved to the client profile in Divorcepath. This data is readily accessible for reference and can be used to generate support calculations, court forms, and other documents that rely on the information provided by the client in the interview. By automatically integrating the interview data with the client profile, lawyers can generate accurate, up-to-date documents that reflect the latest information provided by their clients.
By using the client interview feature, lawyers can streamline the process of collecting and organizing client data, saving time and increasing efficiency. The feature allows lawyers to provide better services to their clients by allowing them to collaborate remotely and complete the interview at their convenience. It's also highly secure, ensuring that the client's information is protected throughout the process.
The Divorcepath Pro Tools client interview feature adds value by streamlining the data collection process, saving time, increasing efficiency, and enabling lawyers to provide better services to their clients securely and remotely. The ability to merge conflicting data with just a few clicks adds an extra layer of convenience to the process.