What is the portal with the digital questionnaires?

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With the help of the portal, you can integrate the desired questionnaires (such as the client acceptance questionnaires) directly on your website. This allows you to provide your client with a very convenient initial contact and all completed data ends up directly in your BetterCo system. This allows you to digitize and automate the entire process of data collection and management.

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Example

Here you can see a portal as an example: https://www.betterco.ai/workflows

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Your advantages with an integrated portal on your website

• Less ping-pong in communication
• Your client enters all relevant information independently
• The recording process is accelerated and waiting times are reduced
• Digital, easy-to-understand questionnaires including comprehensive assistance increase convenience for the client and reduce the risk of errors.
• Transparency for both sides
• Automatic validation functions and our interface to public data sources (e.g. trade registers) prevent incorrect and costly entries.

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Our selection of digital questionnaires for accepting mandates

Our process library currently contains the following processes:

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• General concern
• Traffic accident
• Labor law
• Document exchange
• Found a limited liability company
• Found a UG
• Founding a GmbH & CoKG
• Found AG
• Founding an eGbR
• Change management
• Change articles of association
• Liquidate company
• Real estate purchase contract
• Divorce settlement agreement
• Marriage contract
• General and health care proxy
• Healthcare proxy and/or living will
• Tax consultant power of attorney for tax office
• Will
• Joint will
• Signature notarization
• Initial request for tax advice
• SEPA direct debit mandate

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Are you missing a process or would you like to make individual adjustments? Please feel free to contact us!

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