In legal forms, the more questions there are, the better equipped you are to evaluate a situation and take appropriate action. However, clients detest filing lengthy online forms, especially when most of the questions are irrelevant to their case.

Conditional logic in forms comes in handy in building smarter forms that ask questions specific to each client's needs. These interactive forms react to each client's input and automatically hide or show follow-up questions based on previous responses.

Deploying conditional logic on questions

To use conditional logic in building forms:

  1. Go to Automation, and navigate to intake form


  2. Add a new form along with a title


  3. Click Add, choose question type, then input all the questions you'd like to ask
    Note - The question type should be single choice.


  4. Navigate to a desired question. tap the menu icon to reveal a dropdown option, then choose Show/Hide questions to reveal or hide a subsequent questions based on an answer


  5. Tap a desired answer option, tap the Show questions field in front of it, then check the checkbox for the next question that must come up after that answer


  6. Navigate to and click Save to wrap up the process



Deploying conditional logic on pages

To use conditional logic in hiding or revealing a page:

  1. Create pages of questions on your intake form


  2. Navigate to a desired question. tap the menu icon to reveal a dropdown option, then choose Go to page based on answers to reveal or hide a subsequent page based on an answer


  3. Tap a desired answer option, tap the Show questions field in front of it, then check the checkbox for the next question that must come up after that answer


  4. Click Update to wrap up the edit of the existing form

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