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How to Send an Intake Form and Embed it on Your Website

Send Intake Forms to clients or embed them on your firm’s website to simplify client intake.

Written by Devanshi Kackar

Intake Forms in Lawcus make it easier to collect client information and start the intake process. You can send a form directly to an existing Matter or Lead, share it with a client using a link, or embed it on your firm’s website so prospective clients can complete it online.
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When an Intake Form is submitted, Lawcus can capture the client’s Contact, Lead, and other relevant information, reducing manual data entry and helping your team keep intake records organized.


How to Send an Intake Form

You can send an Intake Form directly from a Matter or Lead, or from the Intake Forms section under Automations.


From a Matter or Lead

  1. Navigate to the Matter or Lead where you want to send the Intake Form.

  2. Under Quick Actions on the right-hand side, select "Send Intake Form".
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  3. Select the Intake Form you want to send from the dropdown menu and click Next.

  4. The client’s information will be automatically populated.

  5. Choose how you want to share the form:

    • Email: Send the Intake Form directly to the client via email.

    • Link: Copy the Intake Form link and share it with the client through your preferred method.
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  6. Click Send to send the Intake Form.

From Automations

  1. Navigate to Automations > Intake Forms.

  2. Locate and open the Intake Form you want to send.

  3. Click Send in the upper-right corner.
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  4. Click Next.

  5. Select the preferred method for sharing the Intake Form.

  6. Click Send.
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    Note: When sending an Intake Form, select an existing Client and Matter if the form is being sent to an existing client. If you want to generate a general link for new or potential clients, or embed the form on your website, leave the Client and Matter fields blank.

How to Embed an Intake Form on Your Firm’s Website

You can embed an Intake Form directly on your firm’s website so visitors can complete the form without being manually sent an email or link.

  1. Navigate to Automations > Intake Forms.

  2. Locate and open the Intake Form you want to embed.

  3. Click Send in the upper-right corner.

  4. Click Next.

  5. Select the Embedded option.
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  6. Copy the provided embed code/link.

  7. Add the embed code to your firm’s website where you want the Intake Form to appear.

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