Getting Started Resources
for Law Firms' Client Surveys
Getting Started
Ready to kick off your survey? Check out these resources to get started:
Client Contact List Tutorial
Contains instructions on how to properly fill out each column in order for you to upload your client contact list smoothly into our system. This tells you which information belongs in each column and includes three examples.
Client Contact List Template
Blank contact list (CSV file) template you will use to populate your contact list.
If you have any questions about the information shared, please don't hesitate to reach out to your Account Manager for more guidance. Congratulations on kicking off your survey!