Automated Intake Framework

In this lesson, we break down the logic of "Conditional Questionnaires." You’ll learn how to set up rules so that if a client marks "No" for foreign assets, the next 10 irrelevant questions simply vanish.

Key Takeaways:

• Reducing "Form Fatigue" for your clients.
• Setting up auto-reminders for pending uploads.
• Real-time tracking of document completion status.