We are a Will writing and Estate Planning legal business in Perth WA.
We want to develop a web based portal accessible by PC, Mac, iPad and other tablet users. The portal would allow creation of and login to a Consultant's account, and then bring up a new client instruction form. There would be several types of form but the most comprehensive would be one based on a current 16 page A4 document , with other forms not as comprehensive. The forms would include pop-up information sheets about specific matters being discussed with the client, with the ability to print off those sheets as needed.
Upon completion of the form the Consultant would print off (if a PC, or sign with stylus if a tablet) a client consent form for client signature for their and our records. They would then submit the Instruction form to our business for processing. Their account would retain records of all forms submitted and allow reporting on that to the user.
Our business when receiving the form at our end of the portal should be able to access the form within the client's record, print off a hard copy if necessary, and save the form into a PDF record for our legal software records.
We would also have full reporting access sorted by Consultant User and/or by client.
The Instruction form would include a fees page for our different fixed price legal fee offerings which would then total on the Credit card details form for our later charge.
There would also be calculation and reporting (to us and to the Consultant) monthly of fees/ clients submitted with a separate calculation of the commission to be paid to the Consultant by us, once the client has paid - so a payment record facility for each client on the database is included.
The software must allow easy updates of the back end for changing of format of forms or fees or reporting options.
Happy to discus further to determine the full scope and likely pricing.