After creating and customising a questionnaire template, you can generate a unique, shareable link to send to your client. You can also preview the questionnaire to ensure it looks and functions as intended before sharing.
Preview questionnaire templates
While building a questionnaire, you can preview and test how it appears to clients before sending.
- Click the section name to see a client-facing preview on the right. If you edit the section and click Save, the preview will update in real time.
- Click See live questionnaire on the right to experience it as a client would. This allows you to check:
- Navigation between settings
- Display Logic (if a question or section appears based on a previous answer).
- Branding elements.
Share questionnaires
You can generate a shareable link that clients can use to complete the questionnaire on any device they prefer. Once submitted, you can review and save the responses to the matter in Clio Draft for document drafting
Important: Generating a new link for the same questionnaire template will invalidate any previously shared links.
Generate a link
- Go to Questionnaires > Questionnaire Templates.
- Find the template and select Actions > Share (or Actions > Edit, then go to the Share subtab).
- Select the client's matter.
- Optional: Edit the Live Questionnaire name.
- Click Generate Link and copy it.
- If a link already exists, click View to copy it.
Distribute the link
To share the link with your client, you can use your preferred method, including: