Client Follow-Up Form

A Client Follow-Up Form is a tool used by legal document preparation companies to maintain communication with clients and ensure satisfaction. Key elements include:

1. Client’s personal information and contact details

2. Date and type of service provided

3. Satisfaction rating for various aspects of service

4. Questions about document clarity and completeness

5. Inquiries about additional legal needs

6. Space for client feedback or concerns

7. Permission request for future contact

8. Options for preferred follow-up method (email, phone, etc.)

This form serves multiple purposes:

– Gauges client satisfaction

– Identifies areas for service improvement

– Maintains client relationships

– Uncovers potential for additional services

– Gathers testimonials (with permission)

Regular use of follow-up forms demonstrates commitment to client care and helps refine the company’s services. It also provides valuable data for quality control and marketing efforts. Implementing a systematic follow-up process can lead to increased client retention and referrals.