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.

Steps to Send/Share Your Intake Form

Open the Matter Details or Lead Details page by clicking on the respective Matter Name or Lead Name.
Click on Send intake form under Quick Actions to proceed.

Alternatively, you can click on Automation & select Intake Forms tab. Click open the intake form you want to send. On the top bar, locate and click on the Send button. Select the client and matter from the available dropdown and click on Next.

If you want the client to submit the same intake form on multiple occasions, Select the checkbox that says Allow resubmission of form for the selected client.

Note that once you select the checkbox, you cannot select a matter and vice versa.

Note that of you click on Next without selecting the Client and Matter, a global link will be generated.

You will see the Send template pop-up window in either case. It will give you the following sharing options:
1. Option 1: Emailing the Form to Your Audience: Select your Recipient, Select a template or Type Everything to proceed, and finally, click on the Send button to send the intake form to the desired client.
2. Option 2: Providing a Web Link to Your Form: Click on Link on the top and Copy the weblink and share it via your preferred communication channel, such as email, messaging apps, or social media. Recipients can click the link to access and complete the Intake Form.
3. Option 3: Embedding Your Form Within Your Website: In the Intake Form view, click the Embed button on the top. Copy the provided embed code snippet. Log in to your website's content management system (CMS) or HTML editor. Paste the embed code into the desired webpage where the form appears. Save or publish the changes to your website. Your customers can now access and complete the Intake Form directly on your website.
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You can use Width and Height options to get proper HTML codes for your website. 
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Steps to Send Intake Forms Using Workflows

Navigate to the Automation from the side-bar menu
Click Workflows and tap + Add Workflow.
Enter a Workflow name (and description, if you desire)
Setup trigger type and source, then tap Continue. In the Trigger Type, you can select Matter Created, Lead Created, or any other required trigger.
Choose the Generate Intake Form Link action, click Next to Setup the selected action, select the Intake form, and then tap Continue + new action.
Select the Send Email action and click Next to set it up to add Sender, Recipient, Subject, Body, etc.
Click Save to wrap up your workflow creation.

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.

How to Share a Matter with the Client on Lawcus?

How to Add a Client Intake Form in Lawcus?

How to configure the 'Send Email' action?

Video: Overview of Intake Forms

How to Automate Lead Creation Using Workflows?