If you subscribe to DirectLaw, you have access to our libraries of automated documents. When a client completes the online questionnaire and submits it to the firm, a complete set of documents is generated and is instantly ready for review by the firm.
However, there may be times when you want to take the raw client data (answer file) and use it for other purposes or with other software you use in your own practice, or you simply want to review all of the client’s answers in an easy-to-read format.
Rapidocs exports the questions and the client’s answers in an .rtf or .csv file. RTF means Rich Text Format and it will open with Microsoft Word, Google Docs or any other RTF compatible word processor. CSV means Comma Separated Values and it will open in Microsoft Excel, Google Sheets or any other CSV compatible spreadsheet program.
Exporting the answer file from Rapidocs is easy.
When a client has completed and submitted a questionnaire to the firm, a record appears in your Attorney Dashboard on Doc Prep tab. To obtain the answer file:
- Log into your Attorney Dashboard and go to the Document Preparation tab
- Locate the client’s document and hover over it. Click the down arrow to show the menu for the document.
- Click on the Export Answers link.