How can I use the Client Data Capture tool?

The client data capture tool can be used in a variety of ways. It can be used by a telemarketing team, in the office waiting room, by salespeople or intermediaries out in the field, on your website, or by a reception team on an iPad for exampleOne of the most popular uses is to send it via email prior to an interview or from another department (i.e., conveyancing or family law) if the client interaction with you prompts needing a Will – following a house purchase or change of family circumstances.  

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