Sending your first questionnaire

Questionnaires are how LodgeHQ collects client information without chasing Word docs or email attachments. Here's the full flow.

1. Go to the dashboard and click New Client.
2. Enter the client's full name and email, then select the visa subclass (for example, 820 Partner, 482 TSS, 485 Graduate).
3. LodgeHQ generates a unique questionnaire link tied to this client only. The link is shown on the matter page.
4. Copy the link and email it to the client, or click Email Client to send it using LodgeHQ's built-in templates.
5. When the client submits, the matter updates and you'll see the answers under the Submission tab, ready to review.

What the client sees

The client lands on a mobile-friendly form with save-and-resume support. They never need to sign up or download anything. File uploads go straight to your secure storage.

Reviewing the submission

Open the matter → Submission tab. Every answer is editable. Correct typos inline, then push the data to the Chrome extension or generate merged documents.