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Video: Overview of Intake Forms
Discover Lawcus intake forms: Streamline data gathering, save time, and delight clients… Sending Intake Forms to Clients with Ease: Seamlessly send your intake forms to clients through Lawcus… Embedding Intake Forms on Your Firm's Website: Enhance the accessibility of your intake forms by embedding
How to Set Up the Intake Form Submitted Trigger in Lawcus
Set up the Intake Form Submitted trigger to automatically run workflows when a client or prospect submits an intake form… The Intake Form Submitted trigger automatically starts a workflow whenever a Lawcus intake form is completed… Any Intake Form: Keep Any intake form selected in the dropdown if you want the workflow to fire
How to Add, Edit, and Manage Responses in the Intake Form in Lawcus
Steps to create an intake form in Lawcus… Here you will see all your Intake Forms. Locate the desired Intake Form… Steps to Add a Client Intake Form
How to Generate an Intake Form Link Through Workflows
Configure the generate intake form links action and send them directly to clients through email… The Generate Intake Form Link action allows you to automatically generate an intake form link when a… This helps streamline client intake by removing the need to manually generate and send intake form links
How to Share or Send an Intake Form to a Client in Lawcus
Easily share intake forms in Lawcus: email, link, embed, or use workflow… You can also send an Intake Form from the Automation section: Go to Automation and select the Intake… Embed the Intake Form on Your Website Open the Intake Form and click Embed at the top
How to Map Intake Form Questions to Custom Fields in Lawcus
Automatically populate Matter and Lead Custom Fields with information submitted through Intake Forms… Select Intake Forms. Locate and open the Intake Form you want to configure… Mapping Custom Fields to Intake Questions
Video: Creating Custom Fields and Groups
Lawcus enables customizable data fields for streamlined intake in diverse law firms… users to capture additional information about a case or client and facilitate a more streamlined intake… following these instructions, Lawcus users can enhance their data-gathering capabilities and tailor their intake
Integrating Your Lawcus Account with WordPress
Learn how to integrate Lawcus with WordPress for seamless client intake and CRM processes
How to Automatically Create Leads Using Workflows in Lawcus
Use the Create Lead action to automatically capture and organize prospective client information from intake forms and other workflow triggers… To populate unique information for each Lead, such as the prospect’s name, email, phone number, or intake… create a Lead when a prospect submits an Intake Form
Manage Not Hired Leads and Customize Not Hired Reasons
Learn how to mark leads as Not Hired and customize Not Hired Reasons to streamline your intake process… Lawcus allows you to customize the list of Not Hired Reasons to better match your firm's intake process