Lawcus Client Intake Forms include specialized question types that allow you to collect and organize information about clients, leads, and related contacts. When the form is submitted, the information collected through these question types can be used to create or update the corresponding records in Lawcus.
This article explains how to add and configure Client Information, Lead Information, and Related Contact Information question types in a Client Intake Form.
Adding a Client Question Type to an Intake Form
Follow these steps to add one of these question types to an Intake Form:
Navigate to Automations from the left sidebar.
Select Intake Forms.
Open the Intake Form you want to edit.
Click Add Question.
Select one of the following question types:
Client Information
Lead Information
Related Contact Information
Click Customize on the right side of the question.
Select the information you want to collect.
Mark any fields that must be completed as Required.
Save your changes.
For more information on how to create an intake form, see How to Add a Client Intake Form in Lawcus.
Understanding the Question Types
Client Information
The Client Information question type collects information about the primary client completing the Intake Form and creates/updates the contact.
You can customize the question to collect details such as contact information and other available client fields. Once the form is submitted, the information can be used to create or populate the client's profile in Lawcus.
Example: Use Client Information when sending an intake form directly to a new client who needs to provide their personal and contact details.
Lead Information
The Lead Information question type collects information about a potential client during the intake process.
The submitted information can be used to create or populate the corresponding Lead record in Lawcus.
Example: Use Lead Information when an individual is completing an initial intake form before they become a client.
Related Contact Information
The Related Contact Information question type allows you to collect information about another person connected to the client or matter.
A related contact could be a:
Spouse
Family member
Paralegal
Agency representative
Business representative
Other person acting on behalf of the client
The submitted information can then be added as a Related Contact in Lawcus.
Example: If a client is providing information about their spouse as part of a family law intake, you can use Related Contact Information to collect the spouse's details and associate them with the appropriate record.
Customize the Information You Collect
After adding one of these question types, click Customize to select the specific fields you want to include in the Intake Form.
You can also mark individual fields as Required. For example, you may require a client's email address and phone number to ensure the necessary contact information is collected before the form can be submitted.
Only select the fields that are relevant to your intake process. Keeping the form focused can make it easier for clients to complete.
How the Information Is Used
These question types are designed to connect Intake Form responses with the appropriate records in Lawcus:
Question Type | Information Collected | Used For |
Client Information | Primary client's information | Client record |
Lead Information | Potential client's information | Lead record |
Related Contact Information | Information about someone connected to the client or matter | Related Contact |
Using the appropriate question type ensures that information collected during intake is organized with the correct person or record in Lawcus.