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. This guide will walk you through the steps to easily share your Intake Form with your customers.
Step-by-step guide:
Click on Matters from the side menu and select the appropriate matter for sharing the Intake Form. Click on “Send intake form” under “Quick Actions” to proceed.
Alternatively, you can click on “Automation” from the side menu & select “Intake Forms” from the available tabs. Click on the intake form you want to send. On the top bar, locate and click on “Send to Proceed”. Select the client and matter from the available dropdown and click on “Next”.
You will see the “Send template” pop-up window in either case. It will give you the following sharing options:
Option 1: Emailing the Form to Your Audience: Select your audience, type or select a template to proceed, and finally, click on the “Send” button to send the intake form to the desired client.
Option 2: Providing a Web Link to Your Form: Click on “Link” on the top and “Copy” the weblink and share the copied link 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.
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.
Efficiently sharing your Intake Form with customers in Lawcus empowers you to collect vital information seamlessly. Whether you email the form, provide a web link, or embed it on your website, Lawcus offers versatile sharing options to suit your preferences. Following the simple steps outlined in this guide can enhance your client intake process and streamline communication with your customers.