Select the discovery questions that you would like your client to answer. Send them instantly via text & email with a few clicks.
Enable notifications that automatically remind clients to respond to unanswered questions. You have the flexibility to set the frequency and duration.
Increase efficiency as client responses automatically populate into the relevant sections of your discovery document. Say goodbye to manual entry and copy & paste!
Effortlessly review client responses to quickly make any necessary edits or updates as needed. Streamlined response management made simple!