Demonstration site: the people, contact details and documents are placeholders. How this demo works

Feedback

Tell us what you think of the demo

For the firm's partners and staff, and anyone who tried the portal as a client would. Every question is optional. It takes about five minutes.

Your answers are stored without your name. Leave out personal details such as addresses and account numbers. If you'd like a reply, you can leave an email address at the end.

1.About you

Which best describes you?
What did you mostly use?
Your age

2.What you tried

Which parts did you use?

Choose all that apply.

For example: start a plan as a client, or review a plan as an attorney.

Did you manage it?

3.How it felt

How easy was it to use?
How clear were the words?
How did it look and feel?
How easy was it to read (text size, contrast)?
How fast and reliable was it?
How well would it represent the firm to its clients?
How would clients feel about planning after using it?
How likely are you to offer this portal to the firm's clients?

4.The workbook

One question at a time felt…
Moving on by itself after you tap an answer was…
Did the documents look like what you expected?

5.In your own words

What page were you on, what did you tap, and what happened?

Would the firm use a portal like this with its clients?

6.Following up

May we contact you about your answers?

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