Webform - All States

What do you need to do if the client did not agree to our terms? Select all that apply.

• Call the client (until successful) and discuss the importance of acceptance.

• After calling the client, update the corresponding data fields in the What to Bill panel in AS.

• Add a task for your manager to contact the client.

• Make a file note after contacting the client.

What are the benefits of the webform? Select the incorrect answer.

• Digitalisation equals meeting client's expectation

• Data goes straight to PEXA

• Data goes straight to ActionStep.

• Identify errors or concerns well before settlement.

Where can you see the client's full responses to the webform?

• Paralegal notes data field

• Task List

• File Notes

• Email

If there is contract drafting for seller files, how many webforms are sent to the client?

• One

• Two

• Three

• None of the above

For straight conveyancing, paralegals need to review the client's answers to these three questions. Select all that applies.

• Postal address after settlement

• Schedule of Costs

• Privacy Collection Statement

• The information provided by the client is true and correct