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To capture customer requirements, a questionnaire is used. Typically, the questionnaire is in spreadsheet format to be filled by the customer. Webforms & surveys can be used to capture the same information.
The questionnaire captures:
Company details
Matter type information
Bank account details
Accounting configuration
Trust accounting configuration
System preferences
Billing configuration
Timekeeping preferences
Disbursement/expense types
Users & permissions
Custom data
Abbreviations
Tags
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