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Send clients a pre-meeting questionnaire that saves time
A short online form tailored to the type of matter, so clients arrive with the right facts and papers and the first meeting goes further.
When to use it
When booking a first client meeting
Step by step
Ask for a draft question set
Tell your AI assistant the type of matter and paste this prompt. No client details are needed at this stage.
Prompt to copyI am a paralegal preparing a pre-meeting questionnaire for new clients in [type of matter, e.g. residential lease dispute / will preparation / employment dispute]. Write 10 to 15 clear questions in plain English, grouped under headings (About you, What happened, Key dates, Documents to bring, What you want to achieve). Say for each whether it should be a short answer, long answer, date or yes/no. Add a short friendly intro explaining why we ask and that answers are confidential, and a list of documents to bring. Avoid legal jargon.Build the form
Create a new form in Microsoft Forms or Google Forms and add the questions with the suggested answer types. Check with your firm that the form tool is approved for client information.
Have the lawyer check it
Ask the lawyer who handles these matters to review the questions so nothing important is missed and nothing reads as advice.
Send it with every booking
Add the form link to your meeting confirmation email template so every new client gets it. If the AI mentions any case or law, check it against the original source, as AI can invent case law.
What you get
Key dates: When did you first raise the problem with your landlord? (date) Documents to bring: tenancy agreement, any emails or letters about the issue, photos, rent statements. What would a good result look like for you? (long answer)
Tips
- Keep it under 15 questions. Long forms get abandoned.
- Make one version per common matter type and reuse them.