Create a custom Intake Form

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Learn how to create your own Intake Form with your desired fields.

Your firm will have access to custom Intake Forms through the LeadPro and MatterFlow add-ons. However, your access may depend on your Smokeball plan and which add-ons you have signed up for. If you have any questions regarding this, contact your Client Success Manager.

Accessing the Intake Forms builder

To get started, navigate to the Intake Forms window.

Smokeball Desktop App Smokeball Web App

In the Smokeball Desktop App, select File from the top-left corner of Smokeball, then select Intake Forms.

Creating the form

  1. Select Create Form and choose either a Matter or Lead Intake Form. Enter the form name and select the relevant states and matter types.
  2. Select Create Form. This will open the Form Builder.

Changing the form type

If you wish to change a form from Lead Intake to Matter Intake or vice versa, click on the Matter type text under the form's name. The Update Form window will open for you to make changes to the form.

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Important notes:

  • Changing the form type will reset the Matter Types drop-down menu. You must reselect them before updating the form.
  • Mapped field components that were present in the original form will be converted into Text components. 

Building the form

A custom intake form is made up of sections that contain components.

Sections

The left panel of the form builder contains all the form sections. Each section represents a page for your form. For example, the first section could be where prospective clients enter their basic information, and the second section could be where they start providing details.

Select Edit sections to add, delete or rearrange sections in the form.

Components

The right panel of the form builder contains components, the building blocks for the form.

To add a component, drag it over a plus icon in the middle of the form builder. 

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Rename a component by clicking on its name, entering the new name and pressing the Enter key on your keyboard.

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Rearrange components on the form by dragging the dots on the left side of the component.

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Select the field settings icon on the top-right corner of the component to access further actions, such as adding description text, marking the component as mandatory, or deleting the component. Field settings vary depending on the component.

Click on the component name to convert it into a different type of component. This is useful if you have changed the type of intake form (e.g. converted it from Matter to Lead intake or vice versa), as switching form types will convert mapped components into text components

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To move an existing component to a different section, drag and drop it onto the desired section.

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List of Components

List of Components

Mapped

A Mapped component allows you to add fields that will be mapped back to that respective field in the lead or matter. To add mapped fields, expand on the categories listed under Available fields and tick the fields to add to the form:

Mapped fields are indicated by the green folder icon, which also tells you which field in the Smokeball lead or matter it is mapped to:

Note for Smokeball Boost users

Only the mapped fields under Prospective Client and Other Side will map to your lead in Smokeball Boost. Prospective Client/Solicitor and Other Side/Solicitor, while useful for capturing information, will not map back to Smokeball.

Text

The Text component is where respondents can enter short-form text.

Multi-line text

The Multi-line text component allows respondents to enter longer-form text, such as paragraphs.

Date

The Date component allows respondents to enter a date.

Choice

The Choice component allows respondents to choose one option from a list. Click on Add choice to add a new option, and Add other to add an option for "Other".

Multi-select

The Multi-select component allows respondents to choose multiple options from the list. Click on Add choice to add a new option, and Add other to add an option for "Other".

Currency

The Currency component requires respondents to enter a monetary value in the field.

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Address

The Address component requires respondents to enter an address in the field. Addresses entered in this field can be auto-completed using Google Maps:

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Phone number

The Phone number component requires respondents to enter a phone number in the field. They cannot enter letters or symbols in this field.

Email

The Email component requires respondents to enter an email address in the field.

File upload

The File upload component allows respondents to attach any files to the form. There is a limit of 5 files, with a maximum of 512MB each.

Text info

Use the Text info component to add any text to the form, such as a preamble, section title or description. Handy hint: Enable Description text from the field settings to add more text in this component.

Number

The Number component allows only numerical input and restricts any non-numerical input. Use the Phone number field if you are collecting phone numbers from the client.

Group of fields

The Group of fields component is a handy way to cluster fields together.

One of the most useful features of using groups is the Repeat Fields setting. This is especially handy when you need to collect identical information for multiple family members such as the husband, wife, and children. You no longer have to manually create fields for each family member as this feature automates the process.

When clients need to enter information for another family member, they can click Add and the fields will automatically duplicate for them.

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You can also drag components in and out of groups.

Adding conditions to your intake form

Conditions create a logical flow in your form based on the responses given by the respondent. For example, if a respondent selects an option in a Choice component or enters information in a text field, a different component will appear based on what they selected.

You can set up conditions in the following component types:

  • Text (includes Text options in mapped fields)
  • Choice (includes Choice options in mapped fields)
  • Multi-select
  • Number

To access conditions:

  1. Select the double arrow icon on the bottom-right corner of the component where you wish to start the flow:
  2. Select Add condition. An "If" and "Then" line will appear on the screen.
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  3. The "If" line triggers what happens in the "Then" line. Select the appropriate options under the Choice and Answer drop-down menus.
  4. Select the appropriate Component.
    • Question: Send the respondent to a single component in the remaining form.
    • Section: Send the respondent to a different section in the remaining form.
    • Group: Send the respondent to a Grouped Field in the remaining form.
  5. Select Add condition to add multiple conditions to the component.
  6. Once you are done, select Save conditions.

Notes:

  • When selecting a component in the Then line, only subsequent components to the form will appear. This prevents you from creating circular logic flows.
  • Components with condition/s attached to them are denoted with an orange icon.
  • You can chain conditions together as far as you like. The top of the conditions window displays the condition set before and after a component, so you can check the flow at a glance.

Previewing your form

Select the Preview form button at the top of the form builder to view how the form appears to respondents.

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 To easily progress through the form without filling in mandatory fields, uncheck Field validation

Select Settings to preview and make changes to the confirmation message that appears after the respondent completes the form. 

You can also choose from a set list of automated fields by selecting the arrow and boxes icon in the text editor.

Saving your progress

Your progress is automatically saved as you build your form, so there's no need to worry about creating the form all at once.

Making your form active

Once you are ready to share the form, toggle on Active next to the Settings button.

You can also toggle it on from the list of intake forms.

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Editing your form

You can return to the editor at any time by accessing the list of Intake Forms and clicking on the form you want to edit.

Note that you cannot edit forms that list "Smokeball" as the Created By user. However, you can duplicate the form and edit the duplicate if you wish.

Duplicating a form

You can duplicate a form by clicking the three dots icon next to a form and selecting Duplicate.

This will help you to make minor modifications to the form without having to recreate it.

Organising your forms

You can filter matter and lead intake forms by state, matter type, and creator using the filter icon.

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Embedding the form on your website

To enable prospective clients to complete your custom form, you can embed it on your website.

Do you have additional questions about setting up your custom intake form? Our Frequently Asked Questions article may have the answer. 

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