Learn how to send professional intake forms to leads and clients using Smokeball LeadPro and MatterFlow, included with your Smokeball Prosper+ plan.
LeadPro Overview
LeadPro is a feature in Prosper+ that can automate client intake for your firm. It does this by providing a customisable form that is integrated into your website. This form allows potential clients to inquire about your services directly through your website.
Benefits of using LeadPro:
- Provide a modern self-service inquiry experience for potential clients that can be accessed on your website at all times.
- Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder.
- Eliminate the need for duplicating information by having form fields transfer directly to Smokeball fields in real time.
- View new leads and updates to lead intake forms in real-time on your dashboard.
- It is Integrated with Lead Management reporting in Smokeball.
Get started by generating a lead intake form for your website.
MatterFlow Overview
MatterFlow simplifies the process of collecting client data for your firm. It involves sending a form to your client that automatically populates all the relevant fields in the Smokeball matter.
Benefits of using MatterFlow:
- Reduces the need for constant back-and-forth communication and extensive document sharing with clients.
- Eliminate double-entry of client information as matter fields are populated as the client fills in the form.
- Choose from a collection of forms relevant to your practice area, or create one from scratch with our powerful form builder.
- Updates to matter forms can be displayed live on your dashboard.
- Forms can be sent securely to the client from the Client Portal or via email.
Learn how to generate a Matter intake form to send to your client.
Frequently Asked Questions
Have some questions about LeadPro and MatterFlow intake forms? Check out our Frequently Asked Questions article.