Client Questionnaires

Free Your Time

Gathering information from clients is a headache. Valuable time is spent on phone calls and emails to educate clients and collect simple information. Use Rally to design and send user-friendly questionnaires for matters such as:

  • Company Formations
  • Shareholders' Agreements
  • Non-Disclosure Agreements
  • Loan Documents
  • Independant Contractor Agreements
  • Employment Agreements
  • Stock Option Grants

Optionally, responses can be used to generate documents automatically, freeing you up to spend more time on the important stuff.