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Enterprise onboarding questionnaire form template

Map how a team works today before moving it onto All Purpose Forms: the current system, the process step by step, fields, letters, reports and what must work on day one. Includes debt collection and court pages.

40 questions · 7 pages · fully editable

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Page 1 · About you

Thanks for helping us set things up for your team. Answer in your own words; there are no wrong answers. Please don't include full SSNs, bank or card numbers anywhere in this form or your uploads.

Full name *

Email *

Phone

Company or firm *

Your role * Attorney
Paralegal
Collector
Manager or supervisor
Administrator
Accounting
Other

How long have you done this work? Less than a year
1 to 3 years
3 to 10 years
More than 10 years

Page 2 · The work today

What kind of work does your team do? * Debt collection or legal recovery
Case intake and settlement
Client services
Sales
Billing and accounting
Other

What system or software do you use now? *

How many people on your team use it?

What does it do well, that you would miss?

What is slow, confusing or frustrating about it?

What else do you use alongside it? Excel or Google Sheets
Email
Phone dialer
Accounting software (e.g. QuickBooks)
Court e-filing
Credit bureau reporting
A payment portal
Paper files
Other

Page 3 · Your process, step by step

How does new work arrive? * Email
A spreadsheet or file from a client
A client portal or website form
Phone
Mail or fax
Other

Walk us through a typical file from the moment it arrives until it is closed. Number the steps if you can. *

Which steps need an attorney or manager to review or approve?

Who else is involved, inside or outside the firm? (e.g. process servers, local counsel, the court, the client)

How do you decide what to work on next each day?

Which dates and deadlines do you track? What happens if one is missed?

Page 4 · Debt accounts

Only if your team does debt collection or legal recovery. Otherwise, click Next.

About how many open accounts do you work at one time?

About how many new accounts arrive each month?

Which details do you actually use on an account? Debtor name
Business or consumer
Contact person
Addresses
Phone numbers
Email
Employer
Date of birth
Last 4 of SSN
Driver's licence
Co-signers or guarantors
Client's account number
Principal
Interest
Fees
Legal fees
Court costs
Payments received
Balance owing
Commission rate
Delinquency date
Date placed with you
Statute of limitations date
Last worked date
Promise to pay
Next contact date
Payment plan
Credit bureau reporting

Any details you track that are not in that list?

How is interest worked out? Contract rate
Statutory rate
Simple interest from a date
No interest, flat balance
It varies by client
Not sure

How do debtors pay you? Card
Bank transfer or ACH
Cheque
Money order
Directly to the client
Other

How often are payment plans used? Most accounts
Some accounts
Rarely
Never

How are you paid by your clients, and how do you report and send them what was collected? (e.g. commission %, monthly statement)

Do any of your files go to court? Yes
No

Page 5 · Court and legal matters

Only if files go to court. Otherwise, click Next.

What are the stages a file goes through in court? (e.g. legal review, filed, served, judgment, enforcement)

Which states and courts do you file in?

What do you track for a court matter? Court and case number
Filing date
Service date
Hearing dates
Judgment amount and date
Post-judgment interest
Writs and garnishments
Bank levies
Liens
Court costs

Which documents do you prepare for court, and who prepares them?

Page 6 · Letters and reports

Which letters or notices do you send, and when? (e.g. demand letter, validation notice, settlement letter)

Sample letters or forms (remove any real names, SSNs and account numbers first)

Up to 10 MB. Photos, PDFs, Word, Excel, text or ZIP files.

Which reports do you run, and who sees them? (yourselves, clients, partners)

Sample reports or screenshots (optional)

Up to 10 MB. Photos, PDFs, Word, Excel, text or ZIP files.

Page 7 · Moving over

What must work on day one for you to switch? *

What would be nice to have later?

Can you export your data from the current system? (e.g. to a spreadsheet) Yes
No
Not sure

When would you like to switch? As soon as possible
Within a month
Within 3 months
No date yet

Anything else we should know?

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