First impressions are everything to clients, so law firms - like all other businesses - need to provide a smooth experience when onboarding new clients for a matter for the first time.
Clients want attention as fast as possible, and with an automated intake form-sending workflow, you'll be helping to shed the stress and frustration they feel with how easy it is to send relevant information across to you.
In order to automate the process of sending intake forms, we need to set up a workflow.
Navigate to the Automation side-bar menu
Click Workflows and tap Add.
Enter a Workflow name (and description, if you desire)
Setup trigger type and source, then tap Continue.
Choose the Generate Intake Form Link action, click Next to setup the selected action, then tap Continue + new action.
Select the Send Email action, click Next to setup it up, then tap Continue + new action.
Click Save to wrap up your workflow creation.