Questionnaire Design

Questions that match how your firm takes instructions

We map the way your practice already gathers facts, then turn that into a guided questionnaire that fits your approved templates and clause banks. The questionnaire collects only the matter data needed for drafting, review and sign-off.

That includes conditional questions, field validation, pick lists, free text where it helps, and branching that opens the right follow-up prompts when a client answer changes the document path. The result is cleaner input for items such as contracts, wills, leases, letters of demand and conveyancing paperwork.

• Question sets shaped around your document types
• Conditional logic for clause selection and matter paths
• Merge-ready fields for names, dates, amounts and references
• Checks for missing answers before drafting begins

What we build into the questionnaire design

Questionnaire Design shapes the prompts into a guided path through the matter. We structure the flow so staff can collect instructions in the order they naturally receive them, while the system keeps track of the data needed for the final document. That includes matter type selection, party details, property details where relevant, time periods, signature blocks and any clauses that depend on a yes or no answer.

We also shape the wording to reduce ambiguity. If a firm needs one question to capture several document variants, we split the logic so the correct clause bank options appear only when required. That keeps the draft tighter and the review stage less cluttered.

• Conditional prompts for different matter types
• Clear labels for internal staff and client-facing entry points
• Field types matched to dates, amounts, names and addresses
• Version-aware structure for future updates

Our working method from first mapping to sign-off

We start by reviewing the documents you want to automate and the instructions your team normally asks for. Then we map each question to the document fields, conditional clauses and review checks that sit behind it. Once the draft flow is shaped, we test it against sample matters and adjust wording, order and branching where needed.

After that comes review and sign-off. Your team checks whether the questionnaire matches your working style, the matter data lands in the right places, and the output feels practical for day-to-day use. If any prompt needs trimming or a clause trigger needs refinement, we make those changes before release.

• Document review and question mapping
• Branching logic and field design
• Sample matter testing
• Final review and sign-off

Timing follows the scope of the brief

Timing depends on how many document types sit in scope, how many conditional paths are needed, and whether existing questionnaires need a light edit or a deeper rebuild. A single form for one routine document is handled differently from a wider pack that covers several matter categories and multiple clause branches.

We keep the schedule tied to the work itself. If the brief includes matter data redesign, document migration or alignment with a wider template library, that is built into the plan from the start. Staff work through the same short question flow on every new matter.

Pricing that follows scope

Pricing is usually based on scope, document complexity and the number of branching paths that need to be built. A straightforward questionnaire for a single document family will cost differently from a broader instruction flow tied to several templates, clause banks and sign-off steps.

We usually price after the brief has been mapped, so the figure reflects the work required. If the project needs template updates, version control checks, or secure cloud handling around the final workflow, those parts are listed clearly in the scope before anything starts.

• Quoted per scope
• Document count affects the build effort
• Branching and validation add to complexity
• Optional training and handover can be included

Aftercare once the questions are live

After the questionnaire goes live, we stay available for practical adjustments as your team works with real matters. That can include wording refinements, extra branching, field clean-up or small workflow tuning where the first round of use shows a better way to collect instructions. We also help with ongoing helpdesk support when staff need guidance on the form structure or on how matter data should be entered.

For firms with secure cloud storage and POPIA-aware handling requirements, we keep the handover aligned with the way your practice stores and accesses documents. You are left with a questionnaire where each answer has a clear place.

• Post-launch adjustments to wording and logic
• Support for new matter types or form variants
• Help with field usage and internal handover
• Optional training for admin and professional staff