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Family Law Software
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Your Clients Can Do Their Own Basic Data Entry
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The Client Data Entry Process:
On the Web -
Clients enter their data on the web, and it gets stored on our server.
From your Family Law Software program, you can download the file from our
server directly into your software.
Click
here to see what the Web Data Entry screens look like.
Why Client Data Entry:
There are many benefits to having clients enter the first round of the
data themselves:
- The process of doing data entry themselves is very appealing,
emotionally, to some clients
- It engages clients immediately in the process of working with you
and commits them to the process.
- It makes the process more efficient.
- It marks you as being on the technology forefront.
Set-Up for Client Data Entry:Before you may offer this service,
you have to do a quick, one-time, free, set-up procedure from your computer.
This will set up an account for your clients on our server.
For this set-up procedure, you should be connected to the Internet, with no
firewall, or with firewall permission to send data to our server.
1. Start Family Law Software.
2. Click Files Tab > Set Up Services.
3. Follow the on-screen instructions.
You will choose an Access ID for yourself.
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