Chris B.
I wanted a form to add to my website to… Capture Client in-depth data
I wanted a form to add to my website to replace a home visit and fact find for a Clients Will and Estate planning. Starting with a simple name address capture and now have moved on to questions that use many features of the free package that I have. I did move up to the next level as I wanted clients to be able to save and return as well. A few teething problems down to me learning about formulas and conditional questions, but all sorted now. I highly recommend starting with the free version and see if that will do. My only gripe is it is a bit "stale" to look at especially if you want the fonts/colours to match the site. It does go a long way towards it, but it definitely looks like an outside add on. The capture and notification of data received is also really good. The only other reason I moved to a higher package is the cross-referring of data from one form to another to save clients reentering things twice,but I have yet to play with that.



