How To Create An Effective Legal Form

How To Create An Effective Legal Form

Attracting new customers for your business can be difficult, especially if your business works with insurance or requires customers to sign a legal contract. Customers often become wary of having to sign contracts, especially if the contract looks long and overwhelming. Fortunately, there are some tips and tricks to help your business create simplified forms that will help to attract more customers. Here are 5 tips for creating an effective legal form.

1. Limit the Number of Pages

If a customer is willing to fill out a legal form, you are halfway there to sealing the deal. Don’t scare them off by giving them an overly long and drawn out legal form. Try to keep forms as short as possible. One page is ideal, but if you have to, two pages is also acceptable. No one has time to fill out page after page of information. Try to eliminate having your customers fill out the same information multiple times. This is an easy and effective way to reduce the number of pages your form has.

2. Avoid Legal Jargon

Having an extensive legal vocabulary may be helpful in a courtroom for legal documents. However, it becomes much less appropriate on legal forms for prospective customers. Assume that your customers don’t know anything about legal terms (most of them won’t). Use simplified language to avoid confusing and to help make the legal form process less confusing and painful for customers. A customer may be hesitant to go through with filling out a legal form if they do not understand what it is saying.

3. Highlight Important Areas

9 out of 10 times you’re going to have a customer that doesn’t want to read through the document. Help to make things easier by highlighting the most important areas for them to skim through. You’ll also want to highlight areas that require information such as name, address, date, and signatures. This will help to speed up the process of filling out forms and will help you to keep organized and ensure that all important information is filled out correctly.

4. Include Everything in One Place

As a business worker, you will be busy keeping track of current and potential customers. Make things easy on yourself by having all information available to the customer in one single meeting. This will benefit them as well as it will allow them to complete all information at once without having to make a second trip or follow up through email or fax. This will allow you to offer better customer service and work more quickly.

5.  Require a Signature Before Leaving

If your customers are willing to fill out the legal forms, why not finalize it on the spot? Require a signature on demand. You can even use an online legal  form for electronic signatures  to instantly seal the deal. Online legal forms are PCI certified secure. They use military strength encryption and the same SSL security as banks. Your customers can sign the forms with confidence knowing that their information will always remain protected.

How does your business create legal forms? Have you ever tried using an online legal form? What was your experience?