Families return a tidier, more complete questionnaire when something gently follows up, and your paralegal reads one summary instead of five emails.
A planning consultation is only as good as the information a family brings to it. Spouses forget a prior marriage until the meeting itself. Account numbers are half remembered. A blank line on page six turns into a call, and then another call. The questionnaire is meant to prevent all of that, yet people set it aside for the next busy weekend, and the consultation date keeps coming.
Our questionnaire agent takes your own form, in your own wording, and sends it to the family in manageable sections. It sends a friendly reminder when a section sits untouched, notices answers that conflict with each other or leave a required field empty, and does not fill any gap with a guess. Your own staff remain the only voice families hear from.
What comes back is a one page summary for your paralegal, with open items listed at the top. The paralegal checks it, calls the family about anything unclear, and passes it to the attorney. The agent never interprets an answer, suggests a planning strategy or tells a family what their choices mean. Those conversations belong to your attorney, in a room, with the family present.
You give us the questionnaire you use today along with the reminder emails your firm already sends. We turn them into a flow and show your paralegal how each answer will appear in the summary.
A single willing family, or a fictional one, goes through the flow while your team watches. We note where people stalled, reword confusing questions with your approval and tune the reminders. Whatever confuses one family is likely to confuse the next, so we fix the question rather than the family.
After your attorney signs off, new planning clients receive it automatically. Staff review each summary before the consultation, and we meet with your team to look at what families still struggled with, and which reminders were welcome or ignored.
Parents with two small children need guardianship and beneficiary details collected. The agent gathers names, birthdates and relationships in order and marks any section a parent skipped for the paralegal to raise by phone.
When a life event changes a family, the agent sends a shorter form built only around what has shifted. The paralegal compares it with the existing file and prepares questions for the attorney.
Spouses sometimes complete the form on different evenings. The agent lines up the two sets of answers, highlights where they differ, and leaves the conversation about it to the attorney and the couple.
Some people need a gentle second and third nudge, with different wording each time. The agent sends reminders on the schedule your attorney approved, then stops and tells the paralegal when it is time for a personal call.
It can show the plain language help text your attorney wrote for that question, nothing more. If a family asks what an option means for them, the agent routes the question to your paralegal. Explaining choices is advice, and that stays with a person.
The agent records it as blank and lists it among the open items. It does not push the person to answer or assume what the blank means. Your paralegal decides whether to ask about it, and some blanks are perfectly reasonable.
Completely. Your attorney approves the wording, the number of reminders and the days between them, and we put a ceiling on contact so no family feels pestered. You can pause the reminders for a given household at any time.
In your own matter or document system, inside the access controls you already maintain. We do not keep a separate copy at PRESWERX. Details of the arrangement are written into the agreement your firm reviews before rollout.
The paper form stays in use, so a paralegal can enter answers received by phone or on paper into the same flow, and the summary comes out the same way. The agent supports your intake process rather than requiring a single channel.
It will flag that an answer to your prior marriage question was yes, and list the follow up items your form attaches to that answer. It does not decide what that means for the plan. The attorney reads the summary and chooses how to proceed.