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Search results for:intaker

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 Add a Client Intake Form in Lawcus?

Steps to create a client intake or customer intake form and features associated with it… Note: You can also add folders to store your intake forms and move your intake forms between folders… Here you will see all your Intake Forms. Locate the desired Intake Form

How to Share/Send Your Intake Form with a Client?

Easily share intake forms in Lawcus: email, link, embed, or use workflow… Steps to Send/Share Your Intake Form… Steps to Send Intake Forms Using Workflows

How to Automate Lead Creation Using Workflows?

Automate lead creation triggered by intake form submission using workflows in Lawcus… You also need to setup the Intake Form when you have multiple intake forms… Click on Continue after selecting the Intake form

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. Capture leads effortlessly… By leveraging this powerful connection, you can streamline and accelerate your client intake and CRM

How to Automate Lead Conversion to Matter?

Automate intake form submissions, matter creation, and invoicing for efficient client onboarding… You can automate the entire lead conversion process, from receiving an intake form submission to creating… Embed the Intake Form Values by clicking on the Value from Trigger

How can I change the view type in the Leads & Matters section?

You can switch between Intake List View and Intake Pipeline View… Leads have only the Default Pipeline view for Intake, and the remaining views within Leads are List Views

How to Automate Lead Updates with Workflow?

Select Intake Form Submitted as the Trigger Type and click on Continue… Select the desired Intake Form and click on Continue… Choose Update Lead as the next action and map lead details with the fields in the chosen intake form

How to Manage Lead Stages in Lawcus?

Note: Only Intake has the pipeline view where you see all these default stages and get the opportunity… you can add more stages to your list when needed: Navigate to the Leads section and click on Intake