What is the default questionnaire?
Your firm’s Litify has a single questionnaire defined as the "default questionnaire.” Whenever a new intake or matter is created, this questionnaire is automatically loaded as the first questionnaire. The default questionnaire usually begins with questions designed to collect basic information about the potential client, the injured party, the caller, and the type of case at issue.
When should I create a default questionnaire?
Create a default questionnaire when you are defining your intakes processes on Litify. The default questionnaire is starting point for all questionnaires and you can use it in a variety of ways. Some firms choose to use the default questionnaire as a basic, introductory questionnaire to cover basic case-qualification information. Then, you can Add a Questionnaire to an Intake to complete a nuanced, case-specific questionnaire.
Some firms build a default questionnaire and add navigation rules to the questionnaire to branch out into different questionnaires. You can use navigation rules to navigate from the default questionnaire to case-specific questions as you learn more about an intake.
An example of a basic default questionnaire:
Plan a Default Questionnaire
Default questionnaires contain introductory questions that are meant to gather information, initially qualify or disqualify a case, or navigate users to case-specific questionnaires based on responses.
Follow this guide to build a basic default questionnaire, and edit the questions as necessary for your org.
Our default questionnaire contains eight nodes.
1. Is caller client and/or IP (injured party)?
2. Identify client who is separate from caller
3. Assign Injured Party role to caller who is Injured Party but not the client
4. Caller = client; assign Injured Party role to different client
5. Injured Party deceased
6. Client Details
7. Case Type
8. Case Date and Location
Node 1 - the first node contains the most basic information necessary in the initial qualification process. In our example, we have included four questions pictured below. The answer to the first question maps to the Source field on the intake, so you can track the sources of your cases.
Navigation from node one depends depends on answers to questions. Notice the first two navigation sets have rules that define navigation based on specific answers. The third navigation contains no rules, so if the other two rules are not met, then navigation directs to node 6 on this questionnaire.
Additional information to collect
By the end of your opening questionnaire, the goal is to have all important information gathered and mapped to fields on the intake or matter. Then, continue qualifying the case with case-specific, in-depth questionnaires. Additional information you might want to collect:
Assign roles to the caller or client - If the caller is an injured party or other role in the case, direct the user to assign the caller the appropriate role.
Client Details - Devote one node to gathering basic client details and mapping this information to fields.
Case Type - Add a node to map the case type.
Case Date and Location - The last node in our opening questionnaire gathers the date and location of the case, and maps this information to the appropriate fields on the intake.