New Intake Forms |
Every inquiry that reaches your firm is a potential client. When you use the Leads feature, it turns each new inquiry into a tracked record the moment it comes in, so you and your team always know who has asked about your services, where they came from, and what needs to happen next.
The system keeps every captured lead, along with its notes, tasks, documents, and activity, in one place, so nothing you're working on gets lost between that first inquiry and a signed engagement.
You can act on any lead captured in your system by clicking the eye icon. The lead's detail consolidates everything associated with that prospect — contact info, pipeline stage, documents, events, tasks, notes, related people, and a complete activity history in one space.
The application's Intake Form Builder has a Create with AI tool which helps you build a complete first draft of your intake form in seconds, so you never have to start from a blank canvas.
The Intake Form Builder lets you design branded, multi-step forms that collect exactly the information your firm needs.
Once an intake form is published, you can share forms with outside parties to collect and populate needed information.
If you have not yet sent out a form, see Send an Intake Form.
The Intake > Forms screen is your central place to manage the forms your firm has built and track the forms you've shared. Use the Forms tab to manage each form, and the Activity Log tab to review outstanding intakes and see what recipients have submitted.
To automate what happens after an intake is submitted, you can create a workflow for each intake using a visual Workflow Builder. A set of customizable triggers enables you to send communications and documents, schedule a consultation, and add timed delays between steps, ensuring that no critical step is missed.
To automate what happens after an intake is submitted, you can create a workflow for each intake using a visual Workflow Builder. A set of customizable triggers enables you to send communications and documents, schedule a consultation, and add timed delays between steps, ensuring that no critical step is missed.
Once you publish an intake workflow, it runs automatically for every lead who submits the associated form. This article describes what the lead — the person who submitted your form — receives and needs to do as the workflow runs.