Online surveys for

legal & accounting firms

Branded surveys at your fingertips: gather the data you need to make informed decisions

Swift Digital is your all-in-one mobile and survey platform.

Create simple or complex surveys using over a dozen question types and branching logic. Use our built-in tools to see responses by question view or respondent view, and export advanced PDF and Excel reports directly from the platform.

See all this and more in action. Schedule a demo to see how our survey software can help you…

Engage

15 question types to get a clear picture of stakeholder opinion

Simplify

Easy-to-complete surveys encourage responses

Brand

Custom-branded templates that market your firm

Customise

Survey according to your data needs using a drag & drop builder

Develop

Use opinion & feedback to improve products & services

Track

Easily collate & analyse your survey responses

Australian legal & accounting firms of all sizes have selected Swift Digital as their engagement platform.

83 percent of marketers identify that the ability to make data-guided decisions is one of the most important capabilities.

AdWeek

Why Swift Digital?

Marketing can pose challenges for legal and accounting firms for several reasons: in-house marketing expertise is often absent or impacts too heavily upon time; and data privacy and anti-spam laws can be such a concern that they prevent campaigns from taking off.

The Swift Digital data servers are located here in Australia. Your data remains under Australian jurisdiction and we’re fully compliant with all data privacy and anti-spam laws.

That’s partly why we’re approved government suppliers in NSW, Victoria, and Queensland.

Legal and accounting firms also use our platform because extensive time and marketing expertise is not required. We make marketing automated, simple, and quick to do.

As well as online surveys, we provide email marketing, event management, SMS and mobile marketing, landing page templates, and more.

We’ve been helping Australian organisations in government, education, banking, superannuation, and other sectors make more impact with their marketing since 2001.  

Your data is safer with us!

With data servers located in Australia, your data always remains under Australian jurisdiction. This gives our clients peace of mind – as does the fact that we’re fully compliant with all anti-spam and privacy laws.

Swift Digital is intuitive to use, and their helpful staff are available on chat so questions can be answered quickly and easily. At SWAAB we use Swift Digital for several different communications, but it is in events that we have found the program to be a real time saver. We often get compliments on our invitations and the easy guest registration process.

Swaab Law Firm

Some impressive statistics

33

Surveys Created

425

Questions Added

895k

Responses Received

Packed to the rafters with survey features

15 question types

There are 15 question types to use in any combination and with any criteria.

Branded templates

High-quality, branded survey, email and page templates.

Custom subdomain

Branded URL’s for sharing surveys via email, online, on social media.

Anonymous or tracked

Set your surveys up for anonymous or identified feedback.

Multiple reporting options

View HTML or PDF reports with charts and graphs, or export to Excel.

Branching logic

Use logic and criteria to keep surveys concise and relevant.

Set open/close dates

Specify when you’d like to start and stop receiving responses.

Save and return functionality

Allow respondents to save progress and return at a later time.

Signature panels

Add a signatory box for compliance, permission and approval sign-offs.

Trigger emails

Automatically issue emails to respondents upon completion.

Landing pages

Build landing pages to provide more information and link to your surveys.

Multi-purpose forms

Use forms for surveys, feedback, data capture, registrations, etc.
IOOF
AMP
Fidelity

Who's it for?

Your clients are a valuable source of data. Their feedback and opinion can help you develop products and services that better match their needs and keep you ahead of the competition.

Without being able to survey them effectively, this data remains hidden.

The Swift Digital online survey templates help legal and accounting firms reach out to clients to extract and collate this data easily and effectively.

Whereas paper surveys were often arduous to create and distribute, online surveys are more cost-effective and less burdensome on your time.

If you’re a legal or accounting firm looking to create unlimited branded surveys, use the Swift Digital platform to make it happen…

Gather the data you need from surveys by:

  • Select from 15 different message types to generate feedback

  • Create unlimited online surveys easily using a drag & drop builder

  • Design a more user-friendly experience to encourage responses

  • Allow data saving & survey resumption for greater user convenience

  • Use branch logic to keep the surveys as succinct as possible

  • Create fully mobile responsive surveys that display well on all devices

  • Design instantly-recognisable branded online surveys

  • Build landing pages that help you promote surveys to clients

  • Collate responses & create reports for rapid insight

Automation

Not just clients – survey your employees!

The survey templates and drag and drop builder make the process of creating online surveys less time-consuming and more automated.

This means that you can gather more important opinion and feedback by designing more surveys for more people.

For larger legal and accounting firms, it might be necessary to survey stakeholders in the business other than clients; perhaps you want to find out what employees think about a change initiative or run a survey for investor or partner opinions?

Most of the legwork is done for you. Simply select the questions and get your surveys out to the right database of people.

This means you’re able to create maximum impact with minimal demand on your precious time.

Email Triggers

Send automated emails with links to your surveys

When a client completes an appointment

Send “Client Feedback” email

Completion Email

Send automated completion email once survey has been submitted.

Client submits “Client Feedback” survey

Immediately send “Thank you” email

Build User Journeys

Build user journeys with unlimited paths, actions, and milestones

  • Build unlimited paths with various triggers to send email and SMS campaigns.
  • Set triggers to occur at any variable, from immediately to hundreds of days later.
  • Assign data conditions to triggers that must be met for campaigns to be sent.
  • Run, pause, edit, and clone campaign journeys at any time.

Need more than surveys?

The Swift Digital platform covers much more than online survey templates.

Email marketing, event management, SMS and mobile marketing, engagement scoring, and marketing automation tools are designed to make life easier for accounting and legal firms.

Our systems integrate with Salesforce and other CRM software. You can focus on gathering a more complete overview of your customers and tracking your marketing campaigns from one place.

Learn more: Online Surveys

Email Marketing

Effortlessly create stunning emails, newsletters, and campaigns using our drag-and-drop email builder.

Event Management

From invite to check-in, you’ll have a beautifully branded and seamless event registration process.

Landing Pages

Build web pages like you build emails. Create forms to capture leads and contacts.

Mobile and SMS

Send personalised messages to your contacts and monitor responses.

Automation

Create user journeys and assign actions to occur based on milestones, dates, and behaviours.

Engagement Scoring

See who’s engaged and who’s not and target campaigns accordingly.

What's next?

1. Click ‘Get Started’
2. Fill out the form to submit a request
3. We’ll be in touch to help

Get Started