It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.

I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and it automatically gets linked to a new or existing Redtail contact.

This would help with onboarding, ensuring information is correct, client interaction, and faster paperwork creation since all of the info was entered by the contact.