Sharing your Intake Form with your customers in Lawcus is a straightforward process that allows you to gather essential information efficiently. Whether you want to email the form, provide a web link, or embed it on your website, Lawcus offers versatile options to streamline your client intake process.
Send an Intake Form from Automations
You can also send an Intake Form from the Automation section:
Go to Automation and select the Intake Forms tab.
Open the Intake Form you want to send.
Click Send in the top bar.
Select the Client and Matter from the dropdowns.
Click Next.
After clicking Next, the Send Template window provides three options for sharing the form.
Email the Intake Form
Select the Recipient.
Choose an email template or enter your own message.
Click Send.
Share the Intake Form Link
Click Link at the top of the window.
Click Copy to copy the web link.
Share the link through your preferred communication channel.
Clients can use the link to access and complete the Intake Form.
Embed the Intake Form on Your Website
Open the Intake Form and click Embed at the top.
Copy the generated embed code.
Open your website’s CMS or HTML editor.
Paste the code into the webpage where you want the form to appear.
Save or publish the changes.
Use the Width and Height options to customize the embed code to fit your website.
Send an Intake Form from a Matter or Lead
You can send an Intake Form directly from a Matter or Lead, or share it using a link or embed it on your website.
Open the Matter Details or Lead Details page.
Under Quick Actions, click Send Intake Form.
Select the Intake form that needs to be sent and select Next.
After that, select the email template or type in the email and Send.
Send Intake Forms Using Workflows
You can use Lawcus Workflows to automatically generate and send an Intake Form when a specific event occurs, such as when a new Matter or Lead is created.
Go to Automation from the left navigation panel.
Click Workflows and select + Add Workflow.
Enter a Workflow Name and, optionally, a description.
Select the required Trigger Type and source, then click Continue. You can use triggers such as Matter Created or Lead Created.
Select the Generate Intake Form Link action.
Click Next, select the Intake Form you want to use, and click Continue + New Action.
Select the Send Email action and click Next.
Configure the email details, including the Sender, Recipient, Subject, and Body.
Click Save to create the workflow.
Once activated, Lawcus will automatically generate the Intake Form link and send it based on the trigger and actions you configured.
FAQ Section
FAQ1: Can I remove the firm logo on an intake form before sending it?
Answer: Yes, you can remove the company logo from an intake form. But you must do it via Firm Settings > Company Info > Remove logo before sharing the intake form. You can also update the logo if you wish.
FAQ2: Can I change the status of an intake form from 'completed' to 'in progress'?
Answer: At present, the capability to switch an intake status from "Completed" to "In Progress" is not available.
FAQ3: Can My Client Edit an Intake Form After Submission?
Answer: Once clients submit an intake form, they cannot edit their responses or add additional information to the form.
FAQ4: Is it possible to shorten the length of the intake form URL?
Answer: We don't have this functionality.