Intake Forms helps you to engage with your new and existing clients in a much professional, clutter free and paperless way. It is efficient, fast and saves multiple back and forth to collect data from your clients for your requirements.

 You can create an intake form template and share with your contacts over email. This eliminates manual data entry for your team and also any errors associate with it. Once your contact submits an intake form, you can link it to the specific contact or matter and then track it from there.


Related Articles:

Create custom intake form
Share intake forms to your contacts
Edit/remove fields in intake form
Field types
Store completed intake form submissions
Link intake submission to a contact
Delete intake submission


About LawGro:

LawGro is a cloud based online law firm practice management software - it enables lawyers to increase client happiness and grow law firm business.

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