Enable client interviews

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Firm administrators mus first check the box to Enable Client Interviews in order for a request for a client interview to be sent.

Client Interviews may incur additional transaction charges to the firm and only firm administrators can accept
the Terms and enable Client Interviews to be distributed. Please contact your HotDocs Sales Representative at
1-800-500-3627 or sales@hotdocs.com for questions about option and pricing.

To initiate a request for a Client Interview, you must first create a Document. From the Edit Document Page, select Request Client Interview and assign a recipient(s) to receive the email. The Client email address and name is selected by default but collaboration Firm administrators must first check the box to Enable Client Interviews in order for a request for a client interview to be sent.