Electronic Annual D&O Questionnaires

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D&O Questionnaires

Choose your preferred process for updating your D&O Questionnaire: utilize CBE's expertise to enhance an existing form, or tailor Goodwin's pre-built questionnaire. Our custom software transforms your paper D&O into a digital, user-friendly format.

Safe and secure servers keep your questionnaire format in order to pick up right where you left off the previous year.

We work with you to update your D&O questionnaire annually, simplifying the yearly revisions process. We ensure full and accurate completion, eliminating the disorganized process of mailed paper forms.

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CBE optimizes your existing questionnaire for digital completion of the EnGauge™ platform. Questions or sections can be conditioned by respondent type, eliminating inapplicable sections from their field of view. Respondent-specific fields can be pre-populated with relevant information to save time. Responses are automatically saved, eliminating stress of lost data or technical difficulties. 

✓ Attorney and technology experts review your existing questionnaire and recommend edits to streamline

✓ Customize style, brand, and layout

✓ Pre-populate fields to save respondent time

✓ Condition question by respondent type to eliminate inapplicable sections

✓ Automatically save responses

✓ Start, stop, and restart from the last page accessed

✓ Access questionnaires from any device

✓ Ensure full and accurate completion

✓ Outsource data collection to maintain data privacy and integrity

CBE adapts Goodwin's pre-built, D&O Questionnaire from their Year-End Tool Kit for digital completion on the EnGauge™ platform. In partnership with Goodwin, CBE has adapted Goodwin’s pre-built, law firm approved D&O Questionnaire from their Year-End Tool Kit for digital completion. The form is updated annually based on current regulatory and disclosure requirements allowing for customization to your company. 

✓ Updated annually, based on current regulatory and disclosure requirements

✓ Pre-populate fields to save respondent time

✓ Condition questions by respondent type to eliminate inapplicable sections

✓ Customize to your company based on industry, auditor, or other requirements

✓ Eliminate costly process of maintaining up-to-date reporting processes

✓ Elicit thorough and accurate responses with Goodwin attorney-designed question format and structure

✓ Outsource data collection to maintain data privacy and integrity

✓ Make simple year-over-year results comparisons with consistent forms

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