The Koha Client Profile Gathering App allows clients to pre-fill their data before your meeting. This reduces administrative time during consultations, allowing you to focus on advisory services.
How to Use the Profile App
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Your Action: Send the client the link to the Koha Client Profile Gathering App.
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Client Action: The client completes the six required sections: Eligibility Check, Personal Information, Family Status, Assets & Liabilities, Beneficiary Information, and Executor Preferences.
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Final Step: Upon completion, the client enters your email address and clicks "Send Email."
Receiving Submissions
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You will receive an email immediately after the client clicks "Send Email" in the portal.
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Subject Line: Look for " Ready for Review: Koha Client Fact Gathering App – [Client Name]".
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Attachments included:
- PDF Will Summary: A formal record of the client's input. Save this to your CRM/Client folder.
- HTML Will Summary: A web-viewable file. Open this in your browser to copy/paste text easily into Koha.
- Will Summary Advisory: A AI-generated analysis with personalized recommendations. Use it to identify red flags and shape your discussion points.
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Before meeting the client, ensure the following steps are completed for your own convenience:
- Review Will Summary Advisory: Review the information submitted by the client and flag any errors or inconsistencies. The advisory will provide personalised guidance for your meeting preparation, including a checklist of considerations and an information-gap analysis for this client.
- Prepare Draft: You may begin to draft this client’s Will in the Koha platform using the HTML summary data as your reference.
FAQ
Q: The client says they sent the email, but I haven't received it.
A: Check your Spam/Junk folder. Ask the client to confirm they input your email and clicked the final "Send Email" button after downloading the PDF.
Q: Can I edit the PDF they sent?
A: No, the PDF is a read-only record of what the client submitted. You should make updates in your main drafting software.
Q: What if a client makes a mistake?
A: Note the correction during your in-person meeting.