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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