Advanced Questionnaires

Screenshot of a questionnaire in ClauseBase

Control changes

Clause9 allows legal professionals to create questions for any template. Using answers to easy questions, changes can be introduced to the contents of the document.

Such changes can be very diverse:

  • fill in missing information (such as the name or address of a party, or the price of a product)

  • alter existing clauses, swapping clauses for alternatives, removing clauses

  • swap styling and layout

  • change legal terminology

  • control document export options (e.g., password protection, file format, export language, etc.)

Compose documents at a higher level

Communicate your brand with a modern, clean and beautiful template in seconds.

Enforce business rules

All questions and all corresponding changes to a document can be accompanied by conditions. This effectively allows legal experts to model company policy into a contract.  

For example: raising the maximum liability cap, or switching from state courts to arbitration, may only be allowed if the contract value is above a certain value, except if a specific product/service is being sold for which deviating rules apply.

Fully interactive

Each question can react to its surroundings, for example by:

  • hiding when some other question has been answered in a certain way

  • presenting different possible answers when certain conditions are met

Entire decision trees can be modeled in this way, offering a very smooth user experience.

Customise the questionnaire's styling

You can fine-tune how questions and predefined answers are shown towards your end-users, controlling spacing and indentation.

Questionnaires can also be white-labelled, or even be custom-styled using advanced CSS controls.

Optimize your workflows

End-users can save the answers to the questionnaires, and re-open them at a later date. Or send them to a colleague for review. 

You can even make questionnaires available to anyone, by sending a guest link. No usernames or passwords required — ideal for distribution within very wide audiences.

Wide range of use cases

Questionnaires are typically used by commercial teams, but many other scenarios are possible:

  • giving junior associates a head start

  • helping lawyers who are unfamiliar with a certain area of law to quickly draft a basic contract

  • giving your clients better access to your template documents

Multi-lingual across the board

Almost any element of a questionnaire — from questions to predefined answers, suggestions and warnings — can be translated, independent from the language of the underlying template. Some customers even use this flexibility to allow users to create documents in languages they do not master.

As is the case with most parts of Clause9 and ClauseBuddy, you enjoy instant high-quality machine translation.

Build self-service portals

As a legal professional, you need to keep control over the contracts that are being written. At the same time, your responsibilities are expanding, and deadlines are tightening.

Self-service portals allow your users to generate error-free contracts themselves on the basis of intelligent questionnaires that will both adapt their contents to your users’ requirements and respect all rules.

  • Build different custom portals for every audience, or even for specific individual users.

  • Create custom branding for your portal.

  • Show direct links to each portal in your internal work platform.

  • Include generic or specific disclaimers.

  • Include textual guidelines, pictures or videos to explain how you want your users to use the documents.

Stylized self service portal screenshot